California Teachers Retirement Services

Clark Atterbury Retirement and Investment is a financial services firm based in Rancho Cucamonga, CA, specializing in retirement planning and investment management. With a focus on personalized strategies tailored to each client's unique goals and risk tolerance, the firm aims to help individuals navigate the complexities of financial planning for their future. Generated from their business information

HistoryI started in the financial services business in 1987 and have worked for a large brokerage firm. Retirement Planning Advisors, Inc. was started in 1991.SpecialtiesOur unique service is helping people to qualify for long-term care Medi-Cal to help pay the nursing home bill without having to spend down their assets. We also help retirees to maximize their income for life while paying as little tax as possible. Securities and Investment Advisory Services offered through Triad Advisors, LLC - A Fidelity Investments Company * 5155 Peachtree Parkway Ste 3220, Norcross, GA 30092 * 888-713-6445 * Member FINRA/SIPC * Karl Kim, Registered Principal, Investment Advisor Representative * CA Lic. #0810324 * Retirement Planning Advisors, Inc. is a separate entity from any member of Triad Advisors, LLC.