President – California Retirement Plans, LLC
 Andy Barkate is a financial executive with decades of experience in the financial services industry.
During his career in financial services, Andy has held management positions with several investment firms. He is the owner and President of California Retirement Plans LLC, and holds professional designations of "Chartered Retirement Plan Specialist" and "Certified College Planning Specialist". Andy is also known as a financial author and speaker. Andy Barkate is a gifted teacher on the subject of retirement and personal finance. He conducts financial and retirement planning workshops to corporations and government entities including: Boeing, Pacific Bell, NASA, U.S. Department of the Navy, Lockheed, and Shell Oil.
Andy Barkate's company, California Retirement Plans LLC, is a retirement & income-planning firm that specializes in helping small and closely held businesses as well as individual investors; to develop and manage effective retirement plans. California Retirement Plans, LLC works with many of the countries top investment and insurance firms such Transamerica, ING, John Hancock, Met Life Investors, Pacific Live, Allianz and Fidelity & Guaranty.
Through his firm, Anthony Barkate provides clients with the following products:
Tax advantaged investments; corporate pension and profit sharing, IRA rollovers, index annuities, estate planning, fixed annuities and 401(k), 412(i) and 457 deferred comp plans, employer/employee benefit plans, 419 welfare benefits plans, traditional and Roth IRAs, SEP IRAs, Educational IRAs, 529 educational plans and structured settlements.
Andy Barkate's company has offices in Bakersfield, Lancaster and Ridgewood California.
Andy Barkate is a father of three and an active member of the community. He is involved in several charitable causes, including his efforts for St. Jude's Children's Hospital. He is an avid reader and golfer and enjoys and coaching his children in various youth sports.
For more information about Andy Barkate or California Retirement Plans, LLC please call 661-631-4355 or click here. |
