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“Retiring In America”

We can help you complete your retirement puzzle!


Andy Barkate, M.S. | President

Andy Barkate is the president of California Retirement Plans, LLC and has been a retirement planning advisor in the financial services industry for over 30 years and holds a Master’s Degree in Financial Planning, a designation held by less than 1% in the financial services industry today. He also holds a "Chartered Federal Employee Benefits Consultant" designation. Andy specializes in working with retirees and pre-retirees in developing a custom fit retirement plan that will last a lifetime.

Andy has a weekly financial radio show, “Retiring In America” that can be heard on KNZR (1560AM & 97.9FM) radio every Sunday from 8am to 9am. He is also the author of, “Retiring In America” the book. Andy has been a Kern County resident for over 30 years and is also an active member of many clubs and associations. One in particular is very near and dear to his heart, St. Jude Children’s Research Hospital. He is the Bakersfield Dream Home Committee Chairman for the St. Jude’s Dream Home Fundraiser. Andy and his wife Tracey have been married for 28 wonderful years and have two sons and one daughter. 


Daniel Figueroa | Director of Client Relations

Daniel is the Director of Client Relations for California Retirement Plans. His primary responsibilities are to coordinate all of our educational events as well as our client appreciation events. He works closely with our media outlets and is also in charge of developing and maintaining our website, advertising, and all of our new client and existing client appointments. Daniel is always looking for opportunities to grow awareness of our firm among our current clients, potential clients and our community.

 

Brad | Office Intern

Brad is the office intern and currently attending CSU Bakersfield. His primary areas of responsibility are working on our website and social media sites. He also assists in various marketing activities throughout the year.


To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at abarkate@calretirement.com or call us at 661-631-4355 today!

By contacting us, you may be offered information regarding the purchase of insurance and investment products.



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 designation 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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