Broker Check

1130 South Flower Street, Suite 116, Los Angeles, CA 90015

(213) 746-6199
info@citadelplans.com
Client Logins

SUCCESS STARTS WITH STRATEGY

We design impactful retirement programs that lead to meaningful outcomes for all

01. RENOVATE

Reimagine your plan.  As your company evolves so should the design of your retirement plan.  We help modernize your plan to meet today’s needs and tomorrow’s goals. 

02. AUTOMATE

Efficiency through automation.  We explore ways to incorporate smart technologies and services into your plan that reduce your workload and provide a better experience for your participants.

03. MOTIVATE

Participation drives success. Research shows that plan participants often lack a solid understanding of the retirement program and personal finance.  We design an education program that fits your company to foster engagement and help your team achieve financial wellness. 

Our Team

Patrick Robison

Patrick Robison, AIF®

Partner

(213)746-6199

Matt Wilson

Matt Wilson, ChFC®, CRPS®, CRPC®

Partner

(623) 404-1150

Jason Roberts

Jason Roberts, ESQ., AIF®

ERISA Attorney

(310)210-1679

Dawn Martir

(213)746-6199

Jason Gard

Jason Gard

Health Benefits Expert & Consultant

(602) 885-8855

Pam Vincent

Pam Vincent

Director of Operations

(602)885-0641

Paola Becerril

Paola Becerril

Director of Client Relations

(520)349-1454

David Johnson

David Johnson

Military & Veterans Health Benefits Specialist

(602) 349-7559

Juan Medina-Luna

Juan Medina-Luna

Partner

(951) 289-0008

Citadel Plans is a specialty financial group dedicated to helping companies design and manage retirement plans that lead to meaningful outcomes for all employees. We believe that financially stable employees make a better team and support the company's overall success through financial wellness.

16 Wall Street Cliches in 60 Seconds

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.
Learn More
Social Security Benefits: How Much Will I Receive

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.
Learn More
How Often Should You Update Your Estate Strategy?

How Often Should You Update Your Estate Strategy?

Review your legacy approach regularly, particularly following significant life events or legislative updates.
Learn More

Take Charge of Your 401(k)

Keep up with your financial needs while avoiding common (and expensive) rollover mistakes. We put together this guide to help you potentially save thousands in taxes and fees, tips for speeding up retirement preparations, and critical mistakes to avoid.

Have a Question

Thank you!
Oops!