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(800) 414-6722

 
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Team

At Retirement Planning Advisors, Inc, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Jamie Nikami Ta

Administrative Assistant

(714) 994-0599

(714) 994-0525

Jamie has been with RPA since January 2012. She graduated from California State University, Long Beach with her Master’s in Asian Studies, and from Occidental College with her Bachelor’s in Asian Studies. Originally from Seattle, she...

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Karl Kim works with Californians who are experiencing a health care crisis, and also provides retirement planning assistance to help individuals and families avoid the consequences of such a crisis in the future. He began his career in...

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