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Poway, CA

Your Vision. Our Process.

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

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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.

MEET THE TEAM

Robert Recchia

Robert Recchia

Managing Director

Alex Ehsan

Alex Ehsan

Consultant, Retirement Plan Services

OFFICE LOCATIONS

Poway, CA

13475 Danielson Street

Suite 200

Poway, CA, 92064

858-753-4102
mon9:00 AM - 5:00 PM
tue9:00 AM - 5:00 PM
wed9:00 AM - 5:00 PM
thu9:00 AM - 5:00 PM
fri9:00 AM - 5:00 PM
satClosed
sunClosed

The advisors on this page are not affiliates of World Insurance Associates LLC.

About World

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.

Wealth Planning & Investment Management

Personalized financial planning, portfolio design, investment strategy, and performance management.

Tax & Estate Planning

Risk management and estate planning to align your wealth with your financial plan, goals and legacy.

Retirement Plan Solutions

Customized retirement plan design, administration, and participant education.

Business Protection & Benefits

Personalized financial planning, portfolio design, investment strategy, and performance management.

Private Client Services

Exclusive strategies for complex financial needs, from multi-generational wealth to charitable foundations.