Team

At Retirement Planning Associates, we believe that a team-based approach provides a broader perspective and enhanced benefits for our clients. Our collaborative strategy ensures that you receive well-rounded financial guidance tailored to your unique needs.

Our team of experienced financial professionals can help you navigate:

  • Investing strategies and best practices
  • Retirement investing and income distribution strategies
  • Estate preservation and legacy planning
  • Risk management and insurance solutions

We’re here to answer your most important financial questions, including:

  • When can I retire comfortably and with financial security? Is early retirement an option for me?
  • Are my investments aligned with my financial goals and performing effectively?
  • What’s the most effective way to save for college? How can I support my grandchildren’s education expenses?
  • What steps should I take to build a solid and effective estate plan?
  • Do I have enough life insurance to protect my family?

No matter your financial goals, we’re here to help you plan wisely, grow your wealth, and secure your future with confidence.

Founder & President

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Client Relationship Specialist

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Client service Specialist

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Special Projects

Phone

Office/Fax (805) 495-2157

Email

connect@rpa2000.com

Location

200 North Westlake Blvd
Suite 111
Westlake Village, CA 91362

© 2025 Retirement Planning Associates

Check the background of your financial professional on FINRA's BrokerCheck. John Nielsen's CD #1279737

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Securities and advisory services offered through Registered Representative of Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA, SIPC, a Broker/Dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. CA Insurance License 0636162

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Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.