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California Retirement Plans
Education-first retirement guidance in Bakersfield—personalized, non-pushy planning.
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Business
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Education-first retirement guidance in Bakersfield—personalized, non-pushy planning.
California Retirement Plans, based in Bakersfield, CA, offers retirement planning and tax-aware guidance led by Andy Barkate and his team. Clients praise clear explanations, personalized strategies, and an affordable, non-pushy approach designed to optimize IRA and 401(k) decisions and secure financial futures.
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Personalized plans for IRAs, 401(k)s, and savings to optimize retirement goals and financial security.
Expert guidance on tax-efficient strategies to minimize liabilities and enhance investment returns.
Multi-faceted investment advice to maximize returns and manage portfolios for long-term growth.
Free, detailed consultations to educate clients on complex financial concepts in easy-to-understand terms.
One-on-one assessments to tailor plans to individual situations and make timely adjustments as needed.
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Overall rating
William P.
Andy Barkate, his family, and team are the best! He is very insightful, Andy will sit with you and explain everything in great detail and if changes need to be made, he will make them right away. He wants to make sure that you have the best Returns on your money. We highly recommend them.
Jeff Smith
I really enjoy my visits with Andy. He is well educated with tax planning and retirement strategy. If you have some savings , IRA or 401k plan it would be a benefit to get a visit with Andy. He is not pushy and genuinely interested in your individual situation. Thanks Andy for the education you have provided to me free of charge and I look forward to doing retirement with your guidance.
Mary West
Andy is very knowledgeable about his business and has helped me so much with my personal finances. I highly recommend him for any of my financial needs.
Jerry Settelmeyer
Andy is great to work with excellent advice and a multi faceted plan for retirement. Service is extremely affordable. He is working on text notifications which will make the service even better. Highly recommend!
Amy E.
I can't say enough great things about Andy Barkate and California Retirement Plans! Andy is exceptionally knowledgeable, professional, and genuinely dedicated to his clients' financial well-being. He takes the time to break down complex retirement planning concepts into clear, easy-to-understand terms, ensuring you feel confident in every decision. For anyone looking for trusted, expert guidance to secure their financial future, I highly recommend Andy and his team!
