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Retirement Choices of California

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

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    • Our Mission and Philosophy
    • What We Do
    • Our Commitment
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    • Our Services
    • Retirement Planning
    • Managing Your Finances
    • Charitable Giving
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    • Asset Allocation
    • Insurance
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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.

Responsive:: Acadia: Team Title

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 Director, Operations, Corporate Client Services

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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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Arcadio G. Carrion, Jr.

Financial Consultant

Sue is a Lead Wealth Manager working with individuals nearing retirement or those that are already retired. She has over 28 years of experience in...

Sue Chung

Senior Financial Consultant

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Patricia joins RCC from AFLAC where she enjoyed an illustrious career.  Patricia is a graduate of SMU.  Prior to attending SMU, she was...

Patricia Dupree

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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As an Employee Benefits Specialist, I support individuals and small business owners with the following: 1. Set up of retirement plans (401k, IRA,...

Rocio Bachmann

Financial & Market Consultant

ACCOUNTING

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Johnathon M. Thomas

Accounting Analyst

ADMINISTRSTION

Adriana recently joined us from serving as a Representative with the Women's Conference Los Angeles, where she played an integral role in...

Adrianna Mariano

Sales Assistant

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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When Is It the Right Time to Retire?

Submitted by Retirement Choices of California on November 25th, 2019

There are questions to ask that can help you determine if you’re ready for life’s “second act.”

Tags:
  • downsizing
  • finance
  • IRA
  • mortgage
  • retirement
  • savings
  • taxes
  • Read more

Why Your Whole Family Should Consider Life Insurance

Submitted by Retirement Choices of California on November 5th, 2019

Having life insurance on all family members is one way to protect against the risk of financial loss.

Why do you need life insurance? If you're like most, you see it as a way to replace income.

Tags:
  • Estate Planning
  • Legacy Planning
  • life insurance
  • retirement
  • Read more

Why Retirement Savings Comes Before Your Kids' College

Submitted by Retirement Choices of California on October 28th, 2019

Although your wish may be to fully fund your child's education, don't allow that goal to put your own retirement at risk.

Tags:
  • downsizing
  • education
  • paying for college
  • retirement
  • retirement goals
  • Retirement Planning
  • Read more

Looking to learn more?

Get in touch today

Contact Us

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
  •   administrator@retirementchoices.org

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