CRA In The News

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
May 1, 2018
Christian Cordoba - The Street

Why Your Bucket List Should Include a Bucket Plan

Adviser Christian Cordoba writes that while there's no escaping volatility, death, and taxes, a bucket plan can help you plan for each. Read More
March 5, 2018
Southbay Magazine California Retirement Advisors

Spotlight: California Retirement Advisors

“We take an objective centered investment approach to help clients identify a particular need (preservation, income or growth), then help them fill that need with the most appropriate combination of solutions available." - Christian Cordoba Read More
October 6, 2017
Investor's Business Daily

Advisors Gain An Edge As Anti-Fraud Advocates

"Today, more people understand that we as advisors can help prevent fraud," - Christian Cordoba Read More
October 6, 2017

Advisors Magazine: “Helping investors sort through information overload”

Making financial decisions always has been difficult, but the Internet’s democratization of information should allow investors to more easily make informed choices, right? "...people think it's actually more difficult today even though we have more information, and that comes back to trust." - Christian Cordoba Read More
October 6, 2017

American Express: “5 Futuristic Technologies That Could Change Small Business”

“The regulatory rules in the financial world are changing and so are the demands by consumers, especially within the millennial generation. Faster, more seamless access to financial resources is evolving without the inconvenience and waste of time that comes from physically getting yourself to a brick and mortar location. We’re seeing the beginning of the S-curve slope already with crowdfunding and lending, but will continue to see it change more mainstream with banking, insurance and other areas.” - Christian Cordoba Read More
October 6, 2017
Yahoo Finance Square Logo

Yahoo Finance: “How to Pick a Great IRA”

“You can break IRAs down into 10 different types. These include the myRA, offered by the government, as well as specialized products such as SIMPLE and SEP IRAs that are set up through a workplace. However, for most people, the decision comes down to either a traditional IRA or a Roth IRA.” – Christian Cordoba Read More
October 6, 2017
US News Logo Square

U.S. News & World Report: “How to Pick a Great IRA”

“You can break IRAs down into 10 different types. These include the myRA, offered by the government, as well as specialized products such as SIMPLE and SEP IRAs that are set up through a workplace. However, for most people, the decision comes down to either a traditional IRA or a Roth IRA.” – Christian Cordoba Read More
October 6, 2017
Financial Planning Logo

Financial Planning: “Lock box in the clouds provides peace of mind”

An online vault is a digital-storage mechanism with secure encryption accessible to clients, the client’s advisors, potentially advisors’ extended team of financial practitioners, as well as family members of the client. "Although online vaults are becoming more popular, they still aren’t widely used by advisors." - Christian Cordoba Read More
October 6, 2017
Financial Planning Logo

Financial Planning: “Technology to help tame the complexities of risk”

“Riskalyze can provide a good option in my opinion, not merely because it helps score risk but because of how it helps score risk. The workflow style questionnaire morphs into various questions depending on the prior response, as the client completes it, and helps to create a unique experience genuine to each client, providing them their ‘risk number’ ranging from 1 to 99.”” - Christian Cordoba Read More
October 6, 2017
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Life Health Pro: “The fight against fraud”

By the time Christian Cordoba learned of the scam against "Ron," the thieves had taken $170,000 of the retiree’s assets. Read More
October 6, 2017
Life Health Pro Logo Square

Life Health Pro: “How advisors can protect their elder clients against financial fraud”

Christian Cordoba, offers eleven important points about fraud so other financial professionals can better keep elder clients and their assets safe. Read More
October 6, 2017
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The Beach Reporter: “Beach City Business”

California Retirement Advisors held an event aimed to educate people on how to make smart decisions when planning retirement. Read More
October 5, 2017
Southbay Magazine Logo

Southbay Magazine: “California Retirement Advisors”

California Retirement Advisors is an independent wealth management firm specializing in the retirement planning needs of successful professionals, business owners and retirees. Read More
July 12, 2016
The Slott Report - Chris Cordoba

Think You Are Debt Free If You Own an IRA, 401(k), or 403(b)? Think Again

Christian Cordoba, RFC®, CFS, Member of Ed Slott's Master Elite IRA Advisor Group, shares 9 often overlooked IRA planning considerations.