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Retirement Choices of California

213-765-0899 contactus@retirementchoices.org
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Retirement Choices of California

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Creating a Financial Plan for

Financial Freedom

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

Learn More

Inquire with us today and see how we can help you.

Achieving Success by

Working Together

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

Learn More

Learn about what we do and our approach to help you save fast.

 

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Our Services

We are dedicated to providing investment management and strategic wealth planning for you. Simply put, we strive to be our client’s trusted advisor.

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Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them.

 

Our Process

A strong planning process is the best way to create a more financially secure plan.

 

Investments

Investments can play a key role in your financial security plan.

 

Insurance

Insurance is essential to any comprehensive financial security plan.

 

Charitable Giving

Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations.

 

Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.

 

Your Finances

Managing your finances is an important component to any financial security plan.

 

Asset Allocation

Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile.

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Meet Our Team

Learn more about our amazing team of professionals and see what makes us different. We're here to help guide you in the right direction.

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Team members

SENIOR MANAGEMENT

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For nearly 30 years, Jaron P. Hamlett, Sr. (J.P.) has been a successful entrepreneur and business owner.

After receiving a bachelor’...

Jaron P. Hamlett, Sr.

Senior Managing Partner

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Michele brings more than 17 years of Financial Services industry experience to her role at Retirement Choices of California. During her career in...

Michele E. Fanner, MBA

Managing Partner

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Gregory Sneed works extensively with LAUSD & Los Angeles based school teachers and administrators helping them to understand the CalSTRS...

Gregory J. Sneed

Senior Financial Consultant

Brenda Guerra is one of our Client Services Associate at Retirement Choices of California. She is an expert in providing efficient and reliable...

SENIOR FINANCIAL CONSULTANTS

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A well-respected financial advisor and educator serving the greater San Fernando Valley area, Robert Drum (Bob) has been providing sound financial...

Robert E. Drum, CDR, United States Navy Retired

Senior Financial Consultant

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Angelica is a financial educator and Investment Advisor Representative.  Angelica's mission is to “Assist clients in achieving the...

Angelica C. Jones

Senior Financial Consultant

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Icilda Sanford has dedicated her career to helping clients build, grow and protect their wealth. She has extensive experience in the insurance and...

Icilda Sanford

Senior Financial Consultant

FINANCIAL CONSULTANTS

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Arcadio G. Carrion, Jr.

Financial Consultant

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Michael A. Griggs focuses on helping clients to better visualize what they want in their retirement, and to prepare their action plans for...

Michael A. Griggs

Financial Consultant

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As a financial consultant, Kayleigh collaborates with her clients in selecting financial strategies to best suit their needs and goals. She...

Kayleigh Smith

Financial Consultant

MARKET SPECIALISTS

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I specialize in Medicare Insurance Plans. I find the most affordable and best plan for my clients that will fit their needs.

I am...

Alina Aloian

Financial Consultant, Medicare Specialist

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My goal is helping people in all walks of life to reach their financial goals. Empowering individuals and families; to create and grow financial...

Lolita Justice

Financial Consultant, Employee Benefits Specialist

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In a large corporate environment in which decisions often get bogged down in layers of bureaucracy and good ideas wither while waiting for...

Thelma Zambrano

Financial Consultant, Employee Benefits Specialist

SALES AND MARKETING

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Sheri Pinkston, a seasoned expert in sales marketing, is our Vice President of Marketing at Retirement Choices of California.  Sheri’s...

Sheri L. Pinkston

Senior Sales and Marketing Representative

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Katie Chen is the Sales Marketing Representative at Retirement Choices of California.  Katie Chen recently received a Certificate...

Katie Chen

Junior Sales and Marketing Representative

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Courtyana joined Retirement Choices of California as a Junior Sales and Marketing Representative in march 2018.  Courtyana ...

Courtyana Franklin

Junior Sales and Marketing Representative

ACCOUNTING

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Johnathon M. Thomas

Accounting Analyst

INTERNS

Student at Downtown Business Magnet High School pursuing a position in the business world to become a Marketing Manager or anything related....

Art Luevano

Intern

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Latest News

Blog & Events

Stay up to date with our latest financial news and events. Register today for one of our workshops or subscribe to our blog.

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Loans for People with Disabilities

Submitted by Retirement Choices of California on January 19th, 2018

Loans for People with Disabilities

by Barry Bridges

Updated on 01.16.18

Consumer Advocacy

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Your Emergency Fund and You

Submitted by Retirement Choices of California on October 2nd, 2017

Summer’s finally here. The sun is out, it’s warm, the days are longer, and your worries seem just a little bit further away. But, folks, I’m sorry to say, sometimes storms roll in on the sunniest of days.

Tags:
  • finance
  • life insurance
  • retirement
  • savings
  • taxes
  • Read more

Universal Life vs Variable Life

Submitted by Retirement Choices of California on August 31st, 2017

For more than a century Americans fulfilled their life insurance needs with a venerable but rather stodgy and plain vanilla protection product called whole life. It served everyone extremely well, however, it never ranked among the more exciting things people liked to talk about.

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714 W Olympic Blvd, Suite 745, Los Angeles, California 90015 United States

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  •   714 W Olympic Blvd, Suite 745, Los Angeles, California 90015
  •   213-765-0899
  •   contactus@retirementchoices.org

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