UC Retirement Fiduciary Advice
Fiduciary advice means that we have a legal responsibility to look out for your best interests ahead of our own. We are the only financial company providing a fiduciary level of planning and investment management advice directly on UC Retirement accounts (ARP, 403b, 457b, OPERS, & STRS).
*Initial appointments are complimentary.
Working with staff & faculty's UC Retirement
We do not work for any large financial or investment company. Instead, we work directly for our clients and then leverage multiple larger custodians to hold their actual accounts. At UC, the two most suitable custodians are TIAA CREF and Fidelity. We directly manage our clients' investment accounts through these investment firms and then build retirement plans that coordinate their OPERS, STRS, SS benefits etc. when they're ready.
What rebel Financial can do for you
and how we're different from the competitors
Independent and transparent:
Knowledgeable and specialized:
*rebel Financial is an independent investment advisor and not affiliated with any of the retirement plan providers.
Choose how you want to work with us
Select the service level you want to use.
Already have accounts for TIAA or Fidelity? Great! We can manage those for you. If not, we will work with your to transfer your accounts to TIAA or Fidelity.
Choose one of these three steps:
*Plus, our fee schedule on assets under management (AUM). The monthly fee is waived once you have more than $250,000 AUM. Universities without fee billing pay via monthly deduction from paypal with a 10% discount.
After you decide to move forward, we will send you a client agreement and coordinate with you to build your financial plan. There may be extra steps depending on your individual circumstances.
Don't take our word for it.
See what others have to say.
*Google does not let us change or censor our reviews.
Check out our reviews on Google.
Unfortunately, we are prohibited from posting testimonials/reviews on our website by the SEC and the state regulatory authorities. However, we are allowed to have reviews on 3rd party sites on which we have no ability to manipulate them in our favor so that both positive and negative reviews can be equally evaluated by potential clients.Please view our reviews on Google Reviews by clicking here.
Check out our reviews on Angie's list.
Again, we are prohibited from posting testimonials/reviews on our website by the regulatory authorities. However, we believe that our clients' experiences and insights are an important part of evaluating whether you would like to hire us as your investment/planning advisor. We invite you to inspect our reviews on Angie's List by clicking here.
*You must be a member of Angie's List to view their reviews.
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