California (CA)

California – Retirement Planning Resources for Californians

Educational Retirement Support in the Golden State

SafeMoney.com offers Californians retirement planning education and guidance through a national network of independent professionals. Our focus is helping you understand your options—without the pressure of sales.

What You Get

  • Resources tailored to California’s retirement landscape
  • Emphasis on security, income, and long-term stability
  • Professional connections based on best-interest standards

📥 Download our free Retirement Guides

or click on any of the independent advisors below and request your guides directly from your local advisor.

Name Department Position SMC Phone Suburb State
Arthur V. Rossetti Arthur V. Rossetti Rossetti Financial Services Owner Safe Money Certified 209-589-0770 Manteca CA
Belinda Lang Belinda Lang Lang Insurance Services President / Agent 805-231-6962
Chuck Hoffmann (CA# 0495169) Chuck Hoffmann (CA# 0495169) Creative Insurance Planning President Safe Money Certified 415-509-5751 Indio CA
Frank Mercuri III – Attivo Legacy Advisors Frank Mercuri III – Attivo Legacy Advisors Attivo Legacy Advisors CEO Safe Money Certified 951-266-0103 Corona CA
Greg McMullen (CA# 0D13621) Greg McMullen (CA# 0D13621) McMullen Financial & Insurance Services Independent Financial Advisor 858-922-0195 San Diego CA
Howard Burkhart Howard Burkhart Action Pays Insurance Services Owner Safe Money Certified 310-339-3600 Encino CA
Jesusa Servida-Gorospe and Bernard Gorospe Jesusa Servida-Gorospe and Bernard Gorospe Gorospe Living Benefits & Retirement Services Life & Retirement Professional, CEP® Safe Money Certified 818-282-2316 Woodland Hills CA
John A. Mendoza John A. Mendoza Home Wealth Financial President 619-434-0011 El Cajon CA
John L. Hradesky P.E. (CA# 0D6123) John L. Hradesky P.E. (CA# 0D6123) Tax Free Retirement Specialists CEO / President Safe Money Certified 949-874-5325 La Quinta CA
John Pierce John Pierce Benefits Analysts Managing Director Safe Money Certified 858-735-5045 La Mesa CA
Kenneth J. Wilkinson MSFP,MCEP,RFC Kenneth J. Wilkinson MSFP,MCEP,RFC Harvest Investment & Insurance Services, Inc CEO 925-743-1678 Walnut Creek CA
Mark Cobb Mark Cobb MTC Specialists President Safe Money Certified 951-757-4294 Temecula CA
Melinda A. Moros (CA# 0E59115) Melinda A. Moros (CA# 0E59115) Melinda A. Moros Senior Account Executive Safe Money Certified 925-239-8800 Concord CA
Reggie Mares CA# 0H42953 – RMI Financial Services Network Reggie Mares CA# 0H42953 – RMI Financial Services Network RMI Financial Services Network Certified Financial Fiduciary, Safe Money Advocate Safe Money Certified 949-280-0820 Irvine CA
S. Frank Lopez (CA# 0G96156) S. Frank Lopez (CA# 0G96156) Independent Financial Professional Safe Money Certified 909-225-1774 Riverside CA

Proud Member