Nationwide Financial Planners

National Coverage

Local Professionals

Featured Business Financial Advisor in Irvine, CA
Irvine Financial Advisors
Retirement Planners of America
18201 Von Karman Avenue Suite 340
Irvine, CA 92612
(855) 215-7172
“The path to financial peace of mind”
Advisor Profile
. .
Name:  . .
Website:  Visit Website

About Retirement Planners of America

About Retirement Planners of America: Retirement Planners of America (RPOA) is a Registered Financial Advisory firm based in Plano, TX, with 14 offices in Texas, Arizona, California and Oklahoma. With over $4.3 billion in assets under management (as of May 2019), RPOA's financial advisors provide financial planning, investment management, family estate planning and income tax planning services to over 8,800 clients in 48 states. For more information call 800-994-0302.
 

General Information

Firm CRD#:    157222
CRD#:    157222
States Licensed in:    TX, AZ, CA and OK
I work with the following types of clients:    Individual Investors
States Willing to do Business in:   
 

Services

I can meet clients in the following ways:    Video Conference, Via email, Via phone, At my office
Investment Types:    Insurance, Socially Responsible Investments (SRI), FOREX & Currency, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Alternative Investments, Options & Futures, Bonds, Mutual Funds, Stocks
 
 

Compliance

Criminal Disclosures in Last 5 years:    I have a clean record
Compliance Disclosures in Last 5 years:    I have a clean record
I am an acknowledged fiduciary:    Yes
Investment Advisor Representative:    Yes
Registered Representative:    Yes
Registered Investment Advisor:    Yes
 

Compensation and Fees

Compensation Methods:    Based on Assets
Fee Structure:    Fee-Based (Fee and Commissions)
Minimum Portfolio Size for New Managed Accounts:    100,000
 
 
 

This website provides information related to the subjects covered. Before making any financial or legal decisions, a professional should be consulted.