University Educators and Professionals
Expertise in Unique Needs and Benefits of Higher-Education Institutions
Given our proximity to the University of California, Davis, we work with and understand the unique needs of professors, health care providers, and administration officials in the UC system.
Our financial planners also work with clients in the California State University system, community colleges, Davis Joint Unified School District, and other school districts.
Ready to Retire? Download This Checklist
Use this checklist for UC and California State University employees to help prepare for a smooth transition into retirement.