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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
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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

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

Services

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

Compliance

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

Compensation and Fees

Fee Structure:    I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:    100,000
Compensation Methods:    Based on Assets
 
 
 

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