CRA In The News

October 6, 2017

Advisors Gain An Edge As Anti-Fraud Advocates

Part of a financial advisor's job is to alleviate a client's anxiety about money.  Now more than ever, a related anxiety involves losing money to fraudsters. Read Full Article
October 6, 2017
Advisors Magazine

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? Read Full Article
October 6, 2017
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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 Full Article
October 6, 2017
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American Express: “5 Futuristic Technologies That Could Change Small Business”

The constant tide of advancements in futuristic technologies are helping provide small-business owners with an increasingly level playing field. Read Full Article
October 6, 2017
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Yahoo Finance: “How to Pick a Great IRA”

Opening an IRA is a logical choice for those without a 401(k) or similar workplace account to store their retirement money. IRAs offer tax incentives that make them an attractive place to park money. Read Full Article
October 6, 2017
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U.S. News & World Report: “How to Pick a Great IRA”

Opening an IRA is a logical choice for those without a 401(k) or similar workplace account to store their retirement money. IRAs offer tax incentives that make them an attractive place to park money. Read Full Article
October 6, 2017
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Financial Planning: “Lock box in the clouds provides peace of mind”

Storing information and managing its storage is critical to a financial advisor’s behind-the-scenes success. Read Full Article
October 6, 2017
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Financial Planning: “Technology to help tame the complexities of risk”

Helping clients plan for retirement is a much more sophisticated process than building an appropriate portfolio. Read Full Article
October 6, 2017
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Life Health Pro: “The fight against fraud”

In a small condo in Los Angeles, in the shadows of Hollywood, an 82-year-old retiree named Ron* lived alone. No kids, no wife, not even an ex to pester him with an outdated honey-do list. Read Full Article
October 6, 2017
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Life Health Pro: “How advisors can protect their elder clients against financial fraud”

Today, June 15, 2015, is World Elder Abuse Awareness Day. To put a spotlight on the importance of the day, we've contacted advisor Christian Cordoba, president and founder of El Segundo-based California Retirement Advisors, who helped an elder client of his work through a very difficult fraud situation. Read Full Article