wiseradvisor

Samuel Adams
RTA & Associates Financial Services, Inc

Tel: (800) 570-5711
701 N. Brand Blvd.
Glendale, CA 91203
RTA & Associates Financial Services, Inc | Financial Advisor in Glendale ,CA

About RTA & Associates Financial Services, Inc

We are a holistic financial services company, focused on helping our personal and corporate clients reach their financial goals by offering innovative solutions, best-in-class products, and superior technologies. With integrity and ingenuity at the forefront of our practice, we specialize in tailor-made cases that are as individual as the clients for which they are designed. Our objectives include developing solutions toward the accomplishment of significant goals as well as the satisfactory resolution of client issues. With over one-hundred combined years of experience in this industry, a track-record of exceptional success, a highly-educated and service-oriented staff, and up-to-the-second tracking and reporting systems, we are confident that we can produce a tailored-fit and financially rewarding experience.

Our company partners with some of the largest and most stable insurance, investment, real estate, mortgage, tax, and legal firms around the world. Through these connections we can offer consumers a myriad of options when it comes to their financial lives. With personal clients that stem from various backgrounds and corporate clients representing numerous different industries, our firm is widely practiced; this broad range of experience provides us with expertise no matter how complex the situation may be.


General Information

Firm Start Year:   1980
No.of Employees:   10-19
Insurance License#:   0124469
Number of Years with Current Firm:   11
I work with the following types of clients:   Non-Profit Organizations, Investment Clubs, Businesses, Individual Investors


Services

Investment Types:   Life Insurance, Exchange Traded Funds (ETFs), Mutual Funds, Bonds, Stocks, Annuities
I can meet clients in the following ways:   At your home, At my office, Via phone, At your office, Via email


Qualifications & Memberships

Insurance and Annuity Licenses:   Life, Annuity, Long Term Care


Firm Information

Firm's Number of Clients:   508
Firm's Number of Managed Clients:   508
Assets Managed by Firm:   $500M
Advisor's Number of Clients:   508
Advisor's Number of Managed Clients:   508
Assets Managed by Advisor:   $500M


Compensation and Fees

Minimum Portfolio Size for New Managed Accounts:   $100,000



Faqs

  • What are your qualifications? What is your education background? University of La Verne, California Business Administration
  • What is your approach to financial planning? Because we are an independent firm, we can serve those client relationships in a more comprehensive way and to a higher degree.  We are unbiased and versatile; we are equipped and inclined to enlist the products and services of any of the numerous insurance, investment, real estate, tax, and legal firms around the world  provided that they adhere to the level of quality our clients have come to expect from RTA. 
  • What services do you offer? We offer a multitude of financial planning services
  • How many clients do you currently manage? We currently manage 508 portfolios
  • Will you be the only person working with me? No, we have several team members that will be giving you their specialized attention whenever unique circumstances arise.
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Disclaimer

RTA & Associates Financial & Insurance Services Inc. and Kinetic Investment Management Inc. are two separate entities. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions under RTA & Associates Financial & Insurance Services Inc. Investment advisory services are offered through Kinetic Investment Management Inc. a registered investment adviser. Please remember that securities cannot be purchased, sold or traded via email or voice message system. Likewise, insurance coverage cannot be bound, altered or cancelled via email or voice message system.

Samuel Adams

Samuel Adams

My name is Sam and I've been working at RTA & Associates for almost 9 years.  Ive always had a drive and passion for working in this industry ever since I was a member of the business academy in high school.  It was then that I realized this career path would give me the opportunity to help clients reach their financial goals  while simultaneously helping me reach mine.  After high school, I studied business administration at the University of La Verne.  While at the University of La Verne, I played basketball for the school for three seasons, and was elected as the team captain.  My experiences from college taught me that with hard work and a team oriented focus, there is no limit on the successes you are able to accomplish.  I have carried that with me into this organization, and Im constantly trying to use my talents  to help grow this company, while providing our existing clients with ongoing support and strategy. 

Throughout the years, I have taken on many different roles in this organization, which I think has made me very well rounded as a financial planner and a better team member.  Now my experience has lead me to manage our wealth management division of Adams & Associates Wealth Management.  I am excited for this role in our company, and eager to strategize with each individual client on customized financial plans that best fits them personally.

My Services

Financial Advice & Consulting

Security and prosperity for the financial futures of our clients is the paramount priority at RTA and Associates. Every passing moment is another opportunity to plant seeds for success for families and businesses, and we take pride in heeding that call with passion, integrity, and ingenuity. Our firm functions by earning trust and nurturing business relationships. Those connections start with a contact, sometimes ignited by no more than the peace of mind that comes from getting a second set of eyes on a financial situation that has become so familiar it feels foreign. We provide this professional perspective, and offer comfort to our clients that can start with a preliminary complimentary conference to present how our philosophy, practices, and people produce the highest quality of comprehensive consultation.

My Team

Richard  Allard
Richard Allard
Having originally entered the financial industry some thirty years ago, my interest was originally piqued by a friend who routinely invested in the market. What started as a hobby developed into getting educated, professionally licensed and hired as an advisor at Pru- Bache. Gathering experience in the various areas where proper planning contributes proportionately to business and retirement success. My life took a momentary turn when an opportunity opened up and I became a busin ...more

Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 5:00 PM

Communities Served

Burbank Calabasas
Canoga Park Granada Hills
La Canada Flintridge La Crescenta
Malibu North Hills
Northridge Pasadena
Porter Ranch San Fernando
Santa Clarita Sherman Oaks
Stevenson Ranch Studio City
Sun Valley Tarzana
Valencia Valley Village
Van Nuys West Covina
West Hills Woodland Hills

Compensation Arrangements

Check Bank Transfer
Visa MasterCard