About Us

At Retirement Choices of California, we believe it is important that clients understand not only what we do, but how we do it. We offer wealth management and financial services with a focus on pursuing today’s and tomorrow’s goals. Largely working with Educators, Employees of Public Agencies and Small Business Owners, our services include:

Our Primary Purpose
  • Tax Efficiency
  • Risk Management
  • Retirement Planning
  • Financial Planning
  • Estate and Charitable Planning
  • Creating Wealth Plans for a Family Legacy

Our focus is on protecting the wealth one has acquired throughout their lifetime.

In offering these services, we strive to simplify the process and make it easy for clients to understand their financial strategies and investment opportunities. We use a three-step process to create a comprehensive

Knowledge is power.

It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

Client Centered

As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards. 

We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office. 

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