We are an independent fee-only financial services firm in Irvine, California. We specialize in financial planning, retirement strategies, and investment management. We work with people approaching retirement or early in retirement.
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 the best in life. Our advice is unbiased. As fee-only advisors, we do not accept commissions or any compensation based on financial product sales and do not have conflicts of interest typical to commission-based compensation models.
We Are Members Of
Vladimir Kouznetsov, CFP®
Vladimir Kouznetsov, CFP® is a founder of Retegy LLC.
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.
He is a 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 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 comprises nearly 400 of the nation’s top financial professionals dedicated to the mastery of advanced retirement accounts and tax planning laws and strategies. Ed 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 continuously, have completed requisite training, passed a background check, attend required workshops and completed 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 bank-owned REO properties portfolios.
Other Publications
“When a Roth IRA Is Not Your Best Option” – TheStreet – Retirement Daily
“Heres Your Complete Social Security Benefits Primer” – TheStreet – Retirement Daily
“Avoid Tax Consequences With a Direct 401(k) Rollover” – Investopedia.com
“4 Things to Know About Backdoor Roth IRA Conversions” – Investopedia.com
“Roth Conversions Must Now Be Used Wisely” – Investopedia.com
Media Mentions
“YOUR MONEY: Retirement reform wants more of your tax dollars now” by Beth Pinsker – Reuters
“How the Secure Act could affect your retirement savings” by Hanna Horvath – Policygenius
“Best of Both Worlds: Blending Technology and Human Advice for a Better Financial Life” – Financial Planning Association of San Diego
“Required Minimum Distributions: What They Are and How to Factor Them Into Your Retirement Planning” by Matt Becker – The Simple Dollar
“Investment Property Mortgage Rates” by Taylor K. Gordon – LendingTree.com
Start today! Schedule a short online strategy session where we can share with you top financial strategies that can help you achieve your financial goals in any market conditions.
We are looking forward to working with you!