Request a no-obligation meeting with Andy today to discuss your financial future and the possible role of insurance and investments in your financial strategy!
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Complimentary Report

“The Social Security Decisions”

California Retirement Plans

» Helping you build Retirement Income that will last a Lifetime!


Since 1984, California Retirement Plans has been working with friends and neighbors throughout the greater Southern California area to help meet their financial goals through the use of insurance and investment products. We are a financial services firm rooted in the community and have developed our business by creating close, personal relationships with our clients. When you have financial concerns, we want to help you address them.

Market fluctuations and economic uncertainty can present challenges for your financial strategy, and it may take more than just market performance to provide you with the confidence you deserve for your financial future. That’s why we are committed to earning your trust by thoroughly understanding your goals and dreams and helping you feel confident in your financial strategies.

With California Retirement Plans, helping you meet your financial needs is our first priority. It’s our responsibility to evaluate and assess your financial situation and only make suitable recommendations, and we do so with integrity and transparency. Our experienced professionals are not just knowledgeable about finances, we also understand the importance of priorities, family and confidence in your financial future.

Contact us at abarkate@calretirement.com or call us at 661-631-4355 to schedule a time to discuss your financial situation and the potential role of insurance or investments in your financial strategy.



Andy Barkate, M.S.

Andy Barkate is the president of California Retirement Plans LLC and is a retirement planning advisor and counselor. He holds a Masters degree in Financial Planning, a destination held by less than 1% of those in the financial services industry.
Andy has been featured as a Financial On-Air Consultant for several TV and radio programs.
learn more about Andy


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» Retirement Income Strategies
» Wealth Accumulation
» Annuities
» Asset Protection
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In the Media
» Andy is a financial On-Air Consultant for several news outlets. View videos on specific financial topics.
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The Social Security Decisions Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.