The rules for a retiring generation of baby boomers have changed. Learn how those changes affect you as you prepare to live a prosperous retirement.
ABOUT US
Our mission here at California Educators is to help people discover the best and most competitive options available for retirement income planning. That means considering income, asset protection, potential growth, the impact of inflation, taxes and estate planning, and the guidance to learn ways to make more informed financial decisions for yourself.
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MICHAEL SNOWHITE, CRFA™
Certified Financial Fiduciary®
FOUNDER
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JONATHAN VASQUEZ
Investment Advisor Representative
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GABY PORTILLO-HEMMIE OPERATIONS MANAGER
ALEXIS VASQUEZ Investment Advisor Representative
GRANT SAWYER
Certified Financial Fiduciary®
STRATEGIC PARTNER
DARREN POLISH
Retirement/Insurance Specialist
STRATEGIC PARTNER
FINANCIAL
SERVICES
At California Educators, we offer a wide range of financial planning and wealth management services focused on individuals who are in or nearing retirement age.
We pride ourselves on developing thorough, written retirement plans and "micro managing" every aspect of your retirement, so that you can rest easy, knowing that your assets are protected and you will have enough money to last the rest of you life.
INCOME PLANNING
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Income & Expense Analysis
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Maximizing Social Security Benefits
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Inflation Planning
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Planning for Spousal / Survivor Benefits and Income in Retirement
INVESTMENT PLANNING
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Risk Analysis
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IRA / 401K Asset Planning
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Custom Portfolios
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Tactical Asset Management
TAX PLANNING
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Roth Conversion Analysis
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Tax Minimization Planning
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Charitable Giving
HEALTH CARE PLANNING
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Long Term Care Planning
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Medicare / Health Insurance Planning
LEGACY PLANNING
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Life Insurance
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Estate Planning
"Education is the passport to the future, for tomorrow belongs to those who prepare for today."
-Malcolm X
CONTACT
CALIFORNIA EDUCATORS
OUR ADDRESS
5743 Corsa Ave, Suite 109
Westlake Village, CA 91362
Email: info@caeducators.com
Tel: (818) 206-1163
Toll Free: (800) 880-4141
For any general inquiries, please fill in the following contact form:
