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

February 20, 2019

Dow, S&P, Nasdaq Climb Higher – February 19, 2019

Stocks ended a good week on a high note, as hints of progress in U.S.-China trade talks encouraged... Read More
February 20, 2019

This Is the One Big Tax Change Every Senior Should Know About in 2019

Tax season is underway. And, since this year represents the first time most Americans are filing since Congress overhauled the tax code in late 2017, there’s a lot... Read More
December 11, 2018

Seven Principles of Long-Term Investing

Hiding your money under your mattress, as an investment strategy, is probably not a good idea. You put your money at all sorts of risk: fire, floods, forgetfulness. And besides, under your mattress is usually the ...Read More
February 20, 2019

Choosing the Right Tax Professional in 5 Easy Steps

Why do you need a tax professional? Managing taxes during retirement will be the single most important factor in... Read More
February 13, 2019

CRA In The News: Why Rely on Wall Street…

With Recognized Retirement Specialists in Your Own Backyard? 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!