Poway, CA
We believe financial advice is about more than just having a plan. It's about having the right plan for you.

To prepare every worker for a bright financial future we challenge you to become a 21st century leader in helping employees prepare for a better retirement. With a few small plan changes and our expert guidance, your employees could be among a new generation of Americans who enjoy fully-funded retirements. You have the ability to help employees prepare for a better retirement. We'll help you do it.
As a leader, many things keep you up at night. Your retirement plan shouldn't be one of them. Happy employees and a good night's sleep can go together. Robert Recchia, is a CEFEX-certified investment representative with California Corporate Retirement Services (CCRS).
Our program has been certified by the Centre for Fiduciary Excellence (CEFEX). Strict adherence to ERISA's fiduciary standards not only helps manage fiduciary risk but at the same time it can help participants in their pursuit of improved retirement readiness. A well-run plan shows employees you value their contribution at work and care about their futures. It gives employers one more important tool to keep good employees.

Managing Director

Consultant, Retirement Plan Services
Poway, CA
13475 Danielson Street
Suite 200
Poway, CA, 92064
858-753-4102| mon | 9:00 AM - 5:00 PM |
| tue | 9:00 AM - 5:00 PM |
| wed | 9:00 AM - 5:00 PM |
| thu | 9:00 AM - 5:00 PM |
| fri | 9:00 AM - 5:00 PM |
| sat | Closed |
| sun | Closed |
The advisors on this page are not affiliates of World Insurance Associates LLC.
World Investment Advisors is a leading financial services firm committed to providing real results. Form trusted relationships with experienced professionals who offer a deep bench of comprehensive wealth management solutions.
Personalized financial planning, portfolio design, investment strategy, and performance management.
Risk management and estate planning to align your wealth with your financial plan, goals and legacy.
Customized retirement plan design, administration, and participant education.
Personalized financial planning, portfolio design, investment strategy, and performance management.
Exclusive strategies for complex financial needs, from multi-generational wealth to charitable foundations.