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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

 michael@caeducators.com

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DOROTHY CROMPTON
V.P. - Financial Planning
GRANT SAWYER 
Certified Financial Fiduciary®
Strategic Partner
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JONATHAN VASQUEZ
Investment Advisor Representative

jon@caeducators.com

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XIARA VASQUEZ
V.P. of Operations

Xiara@caeducators.com

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DARREN POLISH 
Retirement/Insurance Specialist
Strategic Partner
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ALEXIS VASQUEZ    Investment Advisor Representative

alexis@caeducators.com

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GABY PORTILLO-HEMMIE    Director of Client Services

gaby@caeducators.com

grant@caeducators.com

Darren@caeducators.com

ABOUT

FINANCIAL

SERVICES

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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

  • Income & Expense Analysis

  • Maximizing Social Security Benefits

  • Inflation Planning

  • Planning for Spousal / Survivor Benefits and Income in Retirement

INVESTMENT PLANNING​

  • Risk Analysis

  • IRA / 401K Asset Planning

  • Custom Portfolios

  • Tactical Asset Management

TAX PLANNING

  • Roth Conversion Analysis

  • Tax Minimization Planning

  • Charitable Giving

HEALTH CARE PLANNING

  • Long Term Care Planning

  • Medicare / Health Insurance Planning

LEGACY PLANNING

  • Life Insurance 

  • Estate Planning

Services

"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

 

Click Here to Find Us

For any general inquiries, please fill in the following contact form:

DISCLOSURES

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PRIVACY POLICY | DISCLAIMER

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