Skip to main content

Retirement Choices of California

213-765-0899 contactus@retirementchoices.org
  •  
  •  
  •  

Retirement Choices of California

  • Home
  • About 
    • Our Mission and Philosophy
    • What We Do
    • Our Commitment
  • Our Services 
    • Our Services
    • Retirement Planning
    • Managing Your Finances
    • Charitable Giving
    • Business Succession Planning
    • Asset Allocation
    • Insurance
  • Resources 
    • Useful Websites
    • Calculator Library
    • Blog
  • Contact

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.

 

Previous

 

Next

Home

  • Share on Facebook
  • Facebook Like
  • Tweet Widget
  • Linkedin Share Button

Responsive:: Acadia: Grid Services

Want Help

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.

View All Services
 

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.

View All Team Members

Team members

SENIOR MANAGEMENT

Photo of team member

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

Photo of team member

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

Vice President

Photo of team member

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

Sue Chung

Senior Financial Consultant

Photo of team member

A well-respected financial advisor and educator serving the greater Los Angeles and San Fernando Valley area, Robert...

Robert E. Drum, CDR, United States Navy Retired

Senior Financial Consultant

Photo of team member

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

FINANCIAL CONSULTANTS

Photo of team member

Arcadio G. Carrion, Jr.

Financial Consultant

Photo of team member

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

Photo of team member

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

Photo of team member

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

Photo of team member

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

Photo of team member

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

Photo of team member

Sheri Pinkston, a seasoned expert in sales marketing, is our Director of Human Resources at Retirement Choices of California.  Sheri’s...

Sheri L. Pinkston

Senior Representative, Sales and Marketing

Photo of team member

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

Courtyana Franklin

Junior Sales and Marketing Representative

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

.

ACCOUNTING

Photo of team member

Johnathon M. Thomas

Accounting Analyst

INTERNS

Photo of team member

Elisa Ramos

Intern

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.

View All Blog Posts

Estate Planning: The Irrevocable Life Insurance Trust

Submitted by Retirement Choices of California on January 31st, 2019

There is a common misconception that life insurance benefits are not subject to estate tax.

While the proceeds of a life insurance policy are not taxable income to the beneficiaries, they are part of a person’s taxable estate if the insured dies owning the policy.

Tags:
  • Estate Planning
  • finance
  • life insurance
  • retirement
  • savings
  • taxes
  • trust
  • Read more

KEY RETIREMENT AND TAX NUMBERS FOR 2019

Submitted by Retirement Choices of California on January 30th, 2019

Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts. Here are a few of the key adjustments for 2019.

Employer retirement plans

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

DISABILITY – A HIGH HURDLE

Submitted by Retirement Choices of California on January 29th, 2019

There are a number of ways an individual can avoid the 10% early withdrawal penalty from their IRA or employer work plan. Some exceptions apply specifically to IRAs (i.e. higher education; first-time home buyer, etc.) and others pertain only to company plans (for example, the age-55 exception and qualified domestic relations orders, among others).

Tags:
  • disability
  • education
  • finance
  • health
  • IRA
  • life insurance
  • retirement
  • savings
  • taxes
  • Read more

Looking to learn more?

Get in touch today

Contact Us

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

Additional info

  • Sitemap
  • Legal, privacy, copyright and trademark information

Contact info

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

Contact us

© 2019 Retirement Choices of California. All rights reserved.

Website Design For Financial Services Professionals