Get your life
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?
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:
- Unique processes
- Established resources and relationships
- Straight-forward and attractive compensation plans
- Client technology powered by FinLife CX
- Investment management programs
- Territory-protected-based leads
- Marketing support
- Brand credibility and recognition
Ways to Partner with Us
Ideal for the business owner who wants to keep the autonomy of their own branding and business operations intact.
For advisors seeking to affiliate themselves with our branding and turnkey operating solutions to focus on clients while maintaining business owner independence.
For business owners who want to benefit from economies of scale but want to maintain operational independence and responsibilities.
For business owners/advisors who want a turnkey approach to open and operate their own office.
Frequently Asked Questions
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.
RIA business clears through TD Ameritrade, Schwab and/or Fidelity, while Broker/Dealer business clears through NFS.
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.