Team
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Randy Madrid, CFP®
CERTIFIED FINANCIAL PLANNER ™
(888) 465-9292
Randy has been a financial advisor serving clients in the Los Angeles and Orange County areas since 2002. For over 15 years, Randy Madrid has helped make retirement dreams a reality for today's retirees. His firm specializes in...
Diego Cortez
Financial Advisor
888-465-9292
Diego Cortez joined Madrid Retirement Advisors in September 2016. As a Financial Advisor, he helps design customized retirement plans, provides asset allocation recommendations, and guides clients with care and professionalism to pursue...