How professional women can achieve financial confidence through all stages of life, at every age. Educate yourself and empower yourself: you can achieve financial independence and security. Consider if you'd like to work with a financial advisor and learn more about what they offer.
Maili Bergman is a Personal Wealth Advisor with California Retirement Advisors (CRA) and a Registered Investment Representative specializing in holistic financial planning for professional women and equity compensation. LinkedIn: https://www.linkedin.com/in/maili/
About CRA: https://cradvisors.com/ Where successful Californians go to plan and invest wisely for and during retirement.
California Retirement Advisors (CRA) was founded in 1997 by Christian R. Cordoba, a CERTIFIED FINANCIAL PLANNER professional, with the goal of providing clients financial retirement advice beyond merely buying investments.
We specialize in helping you grow and protect your income and assets, and save money on taxes for a worry-free retirement. To do so, we provide comprehensive guidance for successful people with the unique financial challenges of living, working, playing and retiring in (or from) California.
Our single CORE purpose is to compassionately empower successful people to live a better life.
Our unique CRAve Life Advisory process is designed to help if you want to make smart financial decisions for or during retirement, but don’t have the time, knowledge or desire to do it yourself.
