Andy Barkate MS CCPS
President of California Retirement Plans, L.L.C.
Over his 28 years in the Financial Services industry, Andy has held management positions with several investment firms. He is the owner and President of California Retirement Plans LLC, and over the years has held numerous professional designations in both retirement and financial planning. Andy is also well known as a financial author, his articles are carried in local newspapers and his comments have been sought by not only the print media but radio and television as well. Andy holds a Masters degree in Financial Planning, a destination held by less than 1% of those in the financial services industry. He also provides financial education, conducting “Financial & Retirement Planning” workshops to companies and professional groups such as: Boeing, Pacific Bell, NASA, Department of Navy, Lockheed, and Shell Oil.
His firm, California Retirement Plans LLC (CRP), specializes in helping investors conservatively manage their retirement assets. CRP represents many of the country’s top investment and insurance firms, which allows CRP clients to enjoy a level of expertise typically available to only the wealthy. California Retirement Plans believes that strict risk controls and a conservative investment approach yield solid long-term returns at a risk level that allows you to sleep at night.
Paying for College has never been easy or inexpensive. Through “College2″ we work directly with students and their families to maximize “college financial aid & tax planning”, as well as other creative ways to lighten the financial burden of paying for college.
Paying for a childs education shouldn’t rob your financial security
CRP and College2 work as a team with other financial professionals. We have forged alliances with other professional service providers that are essential to the financial success of our clients. Disciplines such as Tax Planning, Pension Administration, Legal & Estate Planning, Real Estate (commercial and residential) and Mortgage Banking.
It’s our goal to deliver a complete package of financial services in order to simplify and demystify your financial life.
Andy is a father of three and an active member of the community. He is involved in several charitable causes, namely St. Judes Children’s Hospital. In his spare time he enjoys reading, golfing, and coaching his children in various youth sports.
Personal Retirement & Investment Services
- Retirement plan design and management
- Organizing your retirement goals and resources
- Retirement income stability and maximization
- Pension and Social Security projections
- Investment review and analysis
- Asset allocation analysis
- Lump sum distribution analysis (IRA rollover, 10 year tax averaging, stretch IRA)
- Insurance coverage analysis
- Pension maximization analysis
- Estate Planning and Asset Preservation
We have knowledgable financial advisors to help you with:
- Retirement plan design
- Define Benefit Pensions
- IRA Rollover Plans
- 401k plans
- Roth IRA
- Simple IRA
- Section 529 Plan
- Retirement plans
- Money purchasing plan
- Non-qualified Retirement Plans
- Financial Planning
- College Planning
- Structures Settlements
- Employee/Employer Benefit Plans
- Traditional IRA
- SEP IRA
- Education IRA
- Asset Allocation
- Profit sharing plan
- Estate Planning
- Tax Planning
- 403 (k) Planning
- Section 79 benefit plans
- Section 419 benefit plans