Retirement Security Centers
Retirement Security Centers (RSC) is a process-driven financial planning firm headquartered in Sacramento, California. We embrace the opportunity to assist those we serve by helping them define their ideal future, especially in retirement. Our firm created The EASE Process, a robust, action-driven philosophy that can change your life, as well as your mindset, as you prepare for one of the most critical transitions during your lifetime. The EASE Process is also a holistic approach which couples our unique process with interactive software modeling and a financial planning team that collectively has over 180 years of client service experience. The result is an interactive planning experience by which we can provide visually dynamic retirement strategies without being overwhelming. We help our clients define true priorities, opportunities, and challenges by putting their needs first. Securities and investment advisory services offered through Osaic Wealth, Inc, member FINRA/SIPC. Osaic Wealth, Inc, is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc. CRN-7492795-010225 Phone Number:(916) 868-3900 or (800) 655-2323
7-day free trial · no credit card
Verified contacts
29
available on Kipplo
LinkedIn employees
32
11 to 50 range
Open roles
—
no listings
Distinct roles
15
indexed titles
Tech stack
1
tools in use
Monthly traffic
129
organic / mo
Sign up free to see all 29 verified contacts at Retirement Security Centers
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
29 contacts with verified email or phone · masked until revealed.
- KJ
Kelly Jordan
Director, Planner Development · General Business & Management
EmailPhone - TW
Timothy Walter
Director of Business Development · Sales & Business Development
EmailPhone - PW
Philip Woodland
Practice Manager · Operations
EmailPhone - BS
Brandi Stahl
Financial Planner · Finance & Accounting
EmailPhone - JB
Julie Belles
Financial Planner · Finance & Accounting
EmailPhone - WD
Wyatt Durkin
Associate Financial Planner · Finance & Accounting
EmailPhone - BM
Briggs Matsko
Co-founder, Financial Planner & Consultant · Other
EmailPhone - DC
D. Craig Rogers
, () · Other
EmailPhone - JR
Jeff R. Maas
Co-founder & CEO · General Business & Management
EmailPhone
Showing 9 of 29 verified contacts
Top roles at Retirement Security Centers
15 distinct titles indexed · top 10 shown.
- 12financial planner
- 2financial paraplanner
- 1, ()
- 1associate financial planner
- 1co-founder & ceo
- 1co-founder, financial planner & consultant
- 1director of business development
- 1director, planner development
- 1financial advising internship
- 1financial advisor
- +5more titles
Sign up to unlock all 29 contacts at Retirement Security Centers
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 29 verified contacts at Retirement Security Centers
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.