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Ready to focus on advising, rather than running a business?

Proven, turnkey & flexible business support to financial advisors.

Yes, I am SO ready!

Serve your

Get your life

Create a
succession plan.

Life is too short to not be doing what you love…and doing what you don’t.

Are you a financial advisor or own an advisory practice looking for a way to get your life back?

If we take nothing else away from the COVID-19 pandemic, it is the reminder that life is short, sometimes unexpectedly so. You deserve a better way to serve your clients, grow your business and create a sustainable career/life balance for yourself.

CRAVE a better way?

Introducingcraig 90/1000 logo

CRAdvisors Investment Group

Get More. Keep More. Give More.

Run your business your way, or plug-and-play into our business so you can focus on your clients.

Join an established, yet modern advisory firm dedicated to providing a unique and forward-thinking client experience.

Live a better life.

Our business model is designed around helping successful people live a better life. While this absolutely was created with the client’s well-being in mind, it would be hypocritical if it didn’t also apply to our own lives as financial advisors and business owners. So, it does!

We understand advisors, because we are advisors.

California Retirement Advisors has been a firm dedicated to serving the unique needs of those at and near retirement since 1997, led by our founder with more than three decades of experience since 1989. You can benefit from our:

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Ways to Partner with Us

Member Program

Ideal for the business owner who wants to keep the autonomy of their own branding and business operations intact.

Advisor Program

For advisors seeking to affiliate themselves with our branding and turnkey operating solutions to focus on clients while maintaining business owner independence.

Partner Program

For business owners who want to benefit from economies of scale but want to maintain operational independence and responsibilities.

Enterprise Program

For business owners/advisors who want a turnkey approach to open and operate their own office.

Frequently Asked Questions

What type of advisors do you work with?

We can accommodate your current or preferred business structure – RIA, IAR, Registered Representative, CERTIFIED FINANCIAL PLANNERTM and/or insurance-only agent. Whether you have $5 million in assets under management or $100 million+, we have scalable systems and competitive compensation intended to help you live a better life.

What custodians do you use?

RIA business clears through TD Ameritrade, Schwab and/or Fidelity, while Broker/Dealer business clears through NFS.

Succession planning support

Are you a conscientious business owner seeking a succession plan for your practice where you can sleep well knowing your clients are in good hands? Look no further.

Don’t settle for anything less than your best life—for you and your clients. Learn how we can help.

Schedule a call