We specialize in helping plan, manage and monitor your retirement wealth.

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Retirement
Planning
STEP 1: Create
  • Determine
  • Diagnose
  • Develop
  • Decide
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Wealth
Management
STEP 2: Implement
  • Income
  • Investments
  • Insurance
  • Inheritance
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Progress
Reviews
STEP 3: Monitor
  • New Year
  • Mid-Year
  • Year-End
  • As Needed
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Recent Posts

March 25, 2019

Treasury Yields Prompt Concerns – March 25, 2019

The Week on Wall Street - Friday, the yield of the 3-month Treasury bill exceeded the yield of the 10-year Treasury note for the first time in... Read More
March 25, 2019

A SALT-y Tax Problem You Didn’t Know You Had

The tax overhaul has created many new issues for Americans. One that individuals, tax preparers and industry groups are now wrestling with is how Uncle Sam will... Read More
December 11, 2018

Seven Principles of Long-Term Investing

Hiding your money under your mattress, as an investment strategy, is probably not a good idea. You put your money at all sorts of risk: fire, floods, forgetfulness. And besides, under your mattress is usually the ...Read More
March 18, 2019

2019 Retirement Plan Contribution Limits

Phase-Out Ranges for IRA... Read More
February 13, 2019

CRA In The News: Why Rely on Wall Street…

With Recognized Retirement Specialists in Your Own Backyard? Read More

Retirement is a Journey, Not a Destination.

Travel With Confidence.

Is Your Retirement In Order?
Organize, consolidate, update and track all of your finances in one convenient and secure location with MyRetirementOrganizer (MRO).
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Chart Your Retirement Journey Today!

At California Retirement Advisors (CRA) we are dedicated to providing personal retirement plans and wealth management services to help meet the multifaceted financial demands of retirement today. Navigating the financial challenges to help ensure a safe journey requires the organization and integration of your income, investment, insurance and inheritance planning needs by a team of trusted advisors.

If you don’t have the time, knowledge or desire to do it on your own, and want to learn more about our retirement planning services, call 310.643.7472 or Contact Us to request a consultation today!