Capital Income Advisors Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

At Capital Income Advisors, where our primary focus is retirement planning, we treat our clients as we would treat our own family. We strive to help create sound retirement income strategies for people in or nearing retirement so they can have confidence that their retirement income will last as long as they do. We serve all of Northern and Southern California, all over Texas including, Houston, Dallas, Austin, San Antonio, Midland, and the New York Tri State area. We offer retirement income strategies, wealth accumulation, asset protection, annuities, life insurance, tax minimization strategies, long-term care, IRA and 401(k) rollovers.

Our advisors take a holistic approach to the financial process and looks at all aspects of our clients’ economic lives.  We specialize in transition planning with corporate transitioning employees.  We educate employees on their pension, 401k, and health care options to determine optimal retirement dates. We've consulted with thousands of transitioning employees with AT&T, Verizon, Pacific Bell, GTE, Northrop Grumman, Merck, Chevron, PG&E, Edison.

Securities offered through Osaic Wealth, Inc member FINRA/SIPC. Investment advisory services offered through Osaic Advisory Services, LLC (OAS). Osaic Wealth, OAS and Capital Income Advisors are separately owned, and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth and OAS. For full disclosure please visit our website www.capitalincomeadvisors.com.

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