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.

MICHAEL SNOWHITE, CRFA
Certified Financial Fiduciary®

FOUNDER

AMANDA JONES
V.P. OF OPERATIONS
JONATHAN VASQUEZ    Certified Financial Fiduciary®
STRATEGIC PARTNER
GABY PORTILLO-HEMMIE    OPERATIONS MANAGER
ALEXIS VASQUEZ    STRATEGIC PARTNER
GRANT SAWYER 
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
  • 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

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

 

"Education is the passport to the future, for tomorrow belongs to those who prepare for today."

-Malcolm X

CONTACT

CALIFORNIA EDUCATORS

OUR ADDRESS

21550 Oxnard Street, Suite 490

Woodland Hills, CA 91367

Email: info@caeducators.com
Tel:  (800) 880-4141

 

Click Here to Find Us

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

DISCLOSURES
 

© 2018 by California Educators.

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