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

February 12, 2019

Stocks Post Small Weekly Gains – February 11, 2019

Major U.S. stock benchmarks eked out slight gains last week, with corporate profit reports and news about U.S.-China trade negotiations vying for investor attention over ... Read More
February 12, 2019

How To Use Tax Time To Be More Proactive With Your Planning

Are you ready for tax time? With the April 15 tax filing deadline looming, the first tax season under the new tax law has introduced some changes that may affect ... 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
February 12, 2019

2019 Beneficiary Form Checklist

Beneficiary Form Checklist 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!