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

November 13, 2018

The Impact of Oil and Elections – November 12, 2018

Last week, markets experienced a 4-day winning streak before dropping on Friday, November 9. Despite those losses, domestic indexes posted gains for ... Read More
November 13, 2018

Retirement Planning Doesn’t Stop When You Retire

Retirement can mean uncertainty if you haven’t taken steps to plan for it appropriately. In a June 2018 Bankrate survey, 61% of Americans admitted that they still don’t know how much they’ll need ... Read More
November 13, 2018

2019 Tax Planning – Year-End Preparations

The countdown begins. Once the clock rolls us into 2019, tax season gets underway. The old calendar year, 2018, will have been put officially ... Read More
November 13, 2018

To Convert or NOT To Convert in 5 Easy Steps

What is a Roth IRA conversion? A Roth IRA conversion is the process of moving IRA or employer plan ... Read More
May 3, 2018
Chris Cordoba Guest IRA Expert - Ed Slott

Putting IRAs into a Bucket Plan

Christian Cordoba is featured as a Guest IRA Expert in Ed Slott's IRA Advisor Newsletter discussing special considerations with IRAs in a bucket plan. 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!