Retegy is independent fee-only financial services firm located in Irvine, California. We specialize in financial planning, retirement strategies and investment management for people who are approaching retirement or are early in retirement. We work a lot with professionals and small business owners like real estate agents, mortgage brokers and small to medium size real estate investors.
We strive to provide competent and prudent expert advice. We honor fiduciary principles to act in the best interest of every client. Our goal is to provide you with our expertise and help you achieve best in life. Our advice is unbiased. As fee-only advisors, we do not accept commissions or any compensation that is based on financial product sales and do not have conflicts of interest typical to commission based compensation models.
Vladimir Kouznetsov is a founder of Retegy LLC.
He is Certified Financial Planner™ professional. CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can call themselves a CFP® professional.
Vladimir specializes in retirement accumulation and distribution planning and advanced tax strategies. Retirement planning is complicated, and you need an IRA specialist in this area.
Vladimir is a member of Ed Slott’s Master Elite IRA Advisor Group™, a private IRA study group of professional financial advisors. Ed Slott and Company, LLC is the nation’s leading provider of technical IRA education for financial advisors, CPAs and attorneys. Ed Slott’s Elite IRA Advisor GroupSM is comprised of nearly 400 of the nation’s top financial professionals who are dedicated to the mastery of advanced retirement account and tax planning laws and strategies. Slott is a nationally recognized IRA distribution expert, best-selling author, and professional speaker. He has hosted several public television specials, including “Ed Slott’s Retirement Road Map!”
Members of Ed Slott’s Elite IRA Advisor GroupSM train with Ed Slott and Company on a continuous basis, have completed requisite training, passed a background check, attend required workshops and complete mandatory exams. They are immediately notified of changes to the tax code and updates on retirement planning, so you can be sure your retirement dollars are safe from unnecessary taxes and fees.
Besides financial services, Vladimir has a background in software development and real estate. His real estate experience includes running and serving as a Designated Broker of a real estate brokerage agency that specialized in working with a wide range of clients from individual real estate investors and to institutional clients including Fannie Mae, Freddie Mac, JP Morgan Chase, Wells Fargo, Bank of America, and others. He has years of experience helping real estate investors to build their investment portfolios and institutional clients to manage and market their REO portfolios.