MySolo401k — My Solo 401k Financial LLC Email Format

Financial ServicesCalifornia, United States2-10 Employees

MySolo401k — My Solo 401k Financial LLC operates in the financial services sector, offering self-directed retirement solutions. The firm enables clients to use retirement funds to finance their own businesses and to invest in alternatives such as real estate, private companies, and private notes, including facilitating loans from a 401(k). It does not hold client funds or provide investment advice, instead delivering IRS-approved retirement plans, plan support, and responsive customer service. Based in Carlsbad, California in Southern California, the company is a small, specialized team. The leadership comprises a Harvard Law-trained attorney and a seasoned compliance officer, bringing more than three decades of combined experience to self-directed retirement account needs. In October 2025 the firm participated in an industry event to discuss ways for self-employed professionals to legally maximize retirement savings while maintaining compliance.

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