We specialize in helping plan, manage and monitor your retirement wealth.

STEP 1: Create
  • Determine
  • Diagnose
  • Develop
  • Decide



STEP 2: Implement
  • Income
  • Investments
  • Insurance
  • Inheritance



STEP 3: Monitor
  • New Year
  • Mid-Year
  • Year-End
  • As Needed



Recent Posts

March 19, 2018

A Look Back – March 19, 2018

Markets were up on Friday, but domestic stocks lost ground for the week as political turmoil and potential trade wars weighed on investors’ minds.i The S&P 500 dropped 1.24%, the Dow gave back 1.54%, and the NASDAQ decreased 1.04%.ii International stocks in the MSCI EAFE barely avoided losses with a 0.13% gain.iii Read More
March 19, 2018

5 Inherited IRA Mistakes

Let’s be honest. Stress doesn’t help us make smart financial decisions. I think it’s fair to say when we are inheriting money it’s often a busy, hectic and stressful time in our lives. Here are a few mistakes you want to avoid if you inherit an IRA or other retirement accounts from a loved one. Don’t let these five mistakes destroy your loved one’s legacy... Read More
March 19, 2018

Giving Back with Planned Philanthropy

Success in life is about more than amassing wealth. It is about the conscious legacy you leave behind for your loved ones, community and society. We created this special report to share some of the financial and social benefits of a proactive approach to philanthropy. Read More
March 19, 2018

2018 Retirement Plan Contribution Limits

Maxing out your retirement account contributions can be a smart financial move not only to help reduce your tax bill, but also to ensure you’re setting aside enough money for the future.  But do you know how much you’re allowed to contribute? Contribution limits can vary greatly depending on the type of retirement account(s) you have.  Some accounts also have catch-up contribution options available for those who are nearing retirement. To find out how much money you can contribute to your retirement account(s), click below to download “2018 Retirement Plan Contribution Limits.” Have additional questions about funding your retirement account(s) or making 2017 contributions before Tax Day?  Contact our office today! 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

Retirement is a Journey, Not a Destination.

Travel With Confidence.

Is Your Retirement In Order?
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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!