About Us
Specializing in Educators
Our firm specializes in working with educators. We understand the CalSTRS system and we are able to help you make wise retirement decisions. We will assist in creating a comprehensive financial plan that meets your goals and coordinates your investments, retirement plan and CalSTRS pension under one umbrella. Let us guide you in negotiating the maze of paperwork and set up your 403(b) retirement account through your School District.
A Relational Approach
We start the process by taking time to learn about your goals and needs, then we build a plan to help you work towards those goals. Our planning and investment model centers around creating a long term relationship with our clients. We are here to assist you through all stages of your professional and private life. We clarify all fees and services and provide all the necessary information for you to entrust us with your future.
Why Us?
We specialize in assisting Educators. We understand the CalSTRS retirement system and the 403(b) investment platform offered through School Districts. Our team is comprised of people with various types expertise and experience, but we all have this in common--a commitment to professional, ethical and personal service. You can count on unbiased recommendations and impartial guidance backed by our integrity.
Working with Schools
We partner with both School Districts and individual schools by providing scholarships and appropriate incentives for students and staff in support of educational goals, as well as Social Emotional Learning.
Our Team
CEO Thomas A. Podgorski .....
has seven years of industry related experience, is the CEO of CAtrs Teachers Retirement Services - a Registered Investment Advisor, possesses an M.A. in Economics, Personal Financial Planner Certification and a B.S. in Business. He has also been an economics instructor at both the high school and college levels, has an administrative credential and fully understands the unique needs of educators. Thomas is also the Chair of a large non-profit that serves low income communities.
Your Personal Finacial and Investment Plan
Our firm uses current investment and financial planning analytics tools to create an integrated investment and retirement plan for your unique situation.
Complinace, Records and Technology
CAtrs employs expert services to assist in all compliance, ethics, recordkeeping, technology and client account safety requirements. As a Registered Investment Advisory Firm , our company meets all regulatory standards required by law.