Established in 1995, Retirement Planning Associates is led by, James Ellis, a registered representative of, and securities offered through, JKR & Co Inc., Member FINRA, SIPC. JKR & Co Inc. maintains a clearing relationship with Pershing and Charles Schwab.
Retirement Planning Associates is an advisory company which specializes in individual and corporate retirement needs. We are predominantly a Los Angeles based company with a clientele that spans from San Diego County to Ventura County.
Our services include:
- Retirement Planning
- Business Pension Service
- Fee For Service Planning
- Education Funding
- Income Protection
- Life Insurance
- Estate Planning
The Mission of Retirement Planning Associates is to help people plan for their financial future and financial independence, based on their highest priority. As advisers, we promise to put your needs first as we help to educate and guide you in financial decisions that make sense for your investment objectives. We can help you in these essential areas:
- Mutual Funds
- Exchange Traded Funds
- Life Insurance
- Health and Disability Insurance
- Long Term Care Coverage
- Fixed Annuities
- Variable Annuities
- Tax Sheltered Annuities
Our Goal is to protect our clients’ financial futures while helping them to achieve the highest return available. At Retirement Planning Associates we believe in investing our clients’ money with the same care and concern we take in investing our own.
About Jamie Ellis:
James Ellis has been a registered financial advisor for over 25 years. After starting RPA, Mr. Ellis ascended to the position of Vice President at JKR & Co. Inc. Mr. Ellis specializes in custom retirement packages that are specifically tailored to each company’s needs, ensuring each client complies with Department of Labor regulations and meets their fiduciary responsibilities. He relies almost exclusively on the best vendors, and he establishes performance and low fees as a priority. Mr. Ellis also manages client assets for high net-worth individuals. For the experienced investor, Mr. Ellis provides expert option strategies designed (I) to improve a portfolio’s return and/or (II) to hedge a portfolio from risk.
Jamie is on the Board of Directors of California Contemporary Ballet, a non-profit performing arts organization committed to bringing professional production experiences for children and adults to the stage. In addition, he currently sits on the Sunland-Tujunga Lions Club Board, an organization that serves “sighted” charities by raising money and awareness for their causes. Jamie is also an avid water skier and he enjoys encouraging children and adults to discipline their skills through constant practice and coaching. In addition, Jamie enjoys cycling, hiking and spending time with his family.
Favorite part of the business: “‘Discipline of Process’ is my motto, so I thrive on the exercise of developing and maintaining my processes. It is, without a doubt, what I enjoy most about this business.”