Business Details
BTA Advisory Group

Irvine 92618
United States

Connect to view phone


You both know


Financial Advisor,Financial Manager,Financial Planner,Retirement Planning

Business Description

I am a financial advisor specializing in management,development and, execution of qualified and non qualified employer sponsored retirement plans like 401(k). 403(b) defined benefit and ESOP.'s I also manage and develop executive compensation and deferred comp plans. My team and I focus on 3 things: 1. Protection for business owners from DOL fees and lawsuits 2. Designing the plan to match corporate goals and objectives, thereby making the retirement plan an investment rather than a cost center. 3. Growinng assets for ALL participants, We focus on these factors because We understand....See More