This page is a publication of RPOA Advisors, Inc. (d/b/a Retirement Planners of America) Retirement Planners of America manages over $3.58 billion for over 6,635 clients.* Our credentialed Retirement Planners provide financial and other retirement planning services to individuals who are retired or retiring soon. (*As of 12/31/2023) 

“Liking” or “Sharing” content posted on this page does not constitute a testimonial or endorsement of RPOA's investment advisory services as that is highly regulated by the Securities and Exchange Commission. Any comments on this page or sharing of content with added commentary by any party, including those affiliated with RPOA, should not be considered a solicitation, endorsement or testimonial for RPOA's investment advisory services.

Information presented on this page is believed to be current and factual, but accuracy is not guaranteed and should not be regarded as a complete subject analysis. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. Information provided is general in nature and does not constitute personalized investment, tax or estate planning advice. A licensed professional should be consulted before implementing any of the options presented. 

Information on this page is not an offer to buy or sell, or a solicitation of any offer to buy or sell securities. Any hyperlinks are provided as a convenience, and we disclaim any responsibility for information, services or products found on pages linked hereto.

RPOA's advisory services are offered through RPOA Advisors, Inc., which only transacts business in states where it is registered or is excluded/exempted from registration requirements. SEC registration does not constitute endorsement of the firm by the SEC, nor does it indicate the adviser has attained a particular level of skill or ability. For more information, visit https://www.rpoa.com/disclosures/

Consulting

Retirement

Retirement Planners of America

Retirement Planners of America's headquarters in Plano, TX, United States

The Plano office focuses on digital media management and Salesforce administration to enhance organizational efficiency.

Plano

This department manages and assists with retirement planning and concierge services for clients.

Retirement Services

The Financial Services team at Retirement Planners of America specializes in providing comprehensive retirement planning and financial advice to clients who are nearing or have reached retirement. This team, comprised of credentialed Retirement Planners, accountants, and compliance professionals, focuses on helping individuals navigate their financial futures through personalized investment strategies, tax planning, and efficient management of retirement benefits while ensuring compliance with regulatory standards.

Financial Services

This department is responsible for managing and enhancing the relationships with clients, ensuring their needs are met effectively.

Client Services

The Leadership Team at Retirement Planners of America is responsible for setting the strategic direction and vision of the company while overseeing all core functions. Comprising key executives such as the CEO, CFO, and Chief Marketing Officer, this team collaborates to enhance client services, drive revenue growth, ensure regulatory compliance, and foster a positive organizational culture, all aimed at providing exceptional retirement planning solutions for clients.

Leadership Team

The Marketing and Communications team at Retirement Planners of America is responsible for developing and executing strategic marketing initiatives that enhance the company's brand visibility and engagement with clients. This team manages communications across various platforms, oversees events that promote retirement planning services, and collaborates with stakeholders to ensure the delivery of accurate and relevant information to clients and prospects. Their efforts aim to educate the public about retirement planning and foster trust in RPOA’s advisory services.

Marketing and Communications

This department provides expert guidance and strategic insights to facilitate informed decision-making.

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People (8)

Jobs (0)

Other teams

Financial Services

Client Services

Leadership Team

Marketing and Communications

Advisory Services

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People (8)

Jobs (0)

Other teams

Financial Services

Client Services

Leadership Team

Marketing and Communications

Advisory Services

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