A complete list of active advisors currently associated with R Tech Advisors, Inc.

Warmer can help you find a great advisor at R Tech Advisors, Inc. or one who fits your needs even better.

R‑Tech Advisors, Inc. is a California state‑registered investment adviser managing roughly $61.5 million for a client base that includes high‑net‑worth individuals, qualified retirement and profit‑sharing plans, and privately held businesses. The firm provides comprehensive financial and estate planning, serves as a limited fiduciary for retirement plan investment‑fund selection, and offers portfolio management for qualified retirement and brokerage accounts. The firm delivers primarily non‑discretionary, customized investment advice based on client risk‑assessment questionnaires and ongoing client input, with account reviews at least quarterly and discretionary authority used only when granted in writing. Investment recommendations span equities, ETFs, mutual funds, options, REITs and other alternatives, and the firm emphasizes asset allocation and diversification rather than market timing. Noteworthy features include an affiliated pension consulting/plan administration business that may service the same retirement plans—a relationship the brochure identifies and discloses as a potential conflict of interest. The firm’s principals are also licensed life, accident and health insurance agents and the adviser routinely provides participant education, enrollment meetings and virtual or on‑site workshops for plan sponsors and participants, services that are less common among peers.

To learn more about the advisors currently working at R Tech Advisors, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.