Capital Income Advisors Employee Directory

Financial ServicesUnited 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 Securities America, Inc., Member FINRA/SIPC. Advisory services offered through Arbor Point Advisors LLC. Capital Income Advisors, Securities America, Inc., and Arbor Point Advisors LLC are separate entities. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.  Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

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