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 20, 2018

Analyzing Data Amid Declines – November 19, 2018

Markets experienced more volatility last week, as perspectives on trade, tech, and retail pulled investor sentiment back and forth. Although domestic indexes were ... Read More
November 20, 2018

The Power of Giving-Thanks: Why Gratitude Is Not Just For Good Times, But For All Times

You’ve heard it a thousand times. Be grateful. Count your blessings. Focus on the good. Yet let’s face it, living from gratitude, particularly when the airwaves bombard us with all the ‘not-so-good’, is easier ... 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 20, 2018

Avoiding Charitable IRA Beneficiary Mistake – 5 Easy Steps

Can IRAs be used to benefit a charity? IRAs can be a great source of funds to provide a benefit for a favorite charity, but using these funds can create a ...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!