Retirement Capital Strategies

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Description

  • Retirement Capital Strategies is a Registered Investment Advisory firm located in Silicon Valley specializing in financial planning and wealth management. We are able to offer access to quality investment products and objective advice. Since the founding of RCS, our team of advisors has developed the experience and expertise to create customized financial plans based on your unique aspirations and goals as well as try to provide the most appropriate investment management strategies for your financial situation.The advisors of Retirement Capital Strategies are also Registered Representatives with and securities are offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to 'Contact Info' section above. Investment advice offered through Retirement Capital Strategies, Inc. a registered investment advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit www.rcsadvisor.com.
  • location

    Headquarters:1190 Saratoga Avenue Suite 140, San Jose, California, United States

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  • Retirement Capital Strategies phone

    Phone Number: +1 408-551-6100

  • Retirement Capital Strategies website

    Website: https://www.rcsadvisor.com

  • Retirement Capital Strategies employees

    Employees:10

  • Retirement Capital Strategies revenue

    Revenue:$1 - 10M

  • Retirement Capital Strategies legal name

    Legal Name:Retirement Capital Strategies

  • Retirement Capital Strategies's Social Media

    Retirement Capital Strategies linkedin Retirement Capital Strategies facebook
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  • |  NAICS Code: 523930  |

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Person level website identification

CEO for Retirement Capital Strategies

Tom Vaughan

Chief Executive Officer And Co-Founder And Certified Portfolio Manager

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View Employees

Theresa Vasquez

Chief Compliance Officer

Bobby Yount

Managing Partner

Bob Yount

Managing Partner

Marie Marinovich

Client Services Manager

Lisa Hern

Business Development Manager

Frequently Asked Questions regarding Retirement Capital Strategies

  • Where are Retirement Capital Strategies's Headquarters?

    Retirement Capital Strategies's Headquarters are in 1190 Saratoga Avenue Suite 140,San Jose,California,United States

  • What is Retirement Capital Strategies's phone number?

    Retirement Capital Strategies's phone number is +1 408-551-6100

  • What is Retirement Capital Strategies's official website?

    Retirement Capital Strategies's official website is https://www.rcsadvisor.com

  • What is Retirement Capital Strategies's Revenue?

    Retirement Capital Strategies's revenue is $1 - 10M

  • What is Retirement Capital Strategies's NAICS code?

    Retirement Capital Strategies's NAICS code is 523930

  • How many employees are working in Retirement Capital Strategies

    Retirement Capital Strategies has 10 employees

  • What is Retirement Capital Strategies's Industry?

    Retirement Capital Strategies is in the industry of Financial Services

  • Who is Retirement Capital Strategies's CEO?

    Retirement Capital Strategies's CEO is Tom Vaughan

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