Advisor at CAtrs Teachers Retirement Services LLC
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Firm
CAtrs Teachers Retirement Services LLC
Location
Riverside, CA
Credentials
Series 63, Series 65
Industry experience
7 years
Thomas Podgorski is a financial advisor at CAtrs Teachers Retirement Services LLC in Riverside, CA, holding Series 63 and Series 65 credentials with seven years of industry experience. He has worked at CAtrs Teachers Retirement Services since 2018 and previously spent 14 years with the Riverside Unified School District. CAtrs Teachers Retirement Services LLC provides financial planning and consulting primarily to educators and related professionals, focusing on investment planning, retirement, insurance, college, and debt/credit planning. The firm uses a structured analytical approach including cyclical and fundamental analysis and modern portfolio theory, offering tailored plans without managing client portfolios or accepting commissions.
Based on CAtrs Teachers Retirement Services LLC
Compensation via commissions for completed fixed and indexed annuity transactions
Riverside, CA
California
CAtrs Teachers Retirement Services LLC
2018 - Present (8 years)
Riverside Unified School District
2005 - 2019 (14 years)
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