Welcome Oil and Gas Professionals!

Learn why over 600 of your friends and colleagues chose us to help them retire.

Select your company

Chevron

Chevron

One of the successor companies of Standard Oil, Chevron continues to be a multinational energy corporation.

Chevron

Aera Energy

Jointly owned by Shell Oil and ExxonMobil, Aera is a regional natural gas and exploration company.

Chevron

Exxon Mobil

One of the successor companies of Standard Oil, ExxonMobil is one of the largest of the world’s oil companies.

Chevron

Other

Don’t see your company? We can still help point you in the right direction.

Message from Richard Sturm

Managing Partner / Wealth Manager

Hello, employees and retirees in the oil and gas industry! Welcome to Pension Financial Group. I am so glad that you are visiting our site today. Since 1989 I have been helping people – just like you – understand their company benefits. I have over 30 years of experience – and am ready to help you take the mystery out of the decisions you’ll need to make should you be faced with a retirement decision or an unexpected job loss.

It helps to start early! Maybe you don’t have any questions today, but someday you might. Keep us in mind; and when the time comes, we’ll help point you in the right direction.

Richard Sturm
When should I retire?

When should I retire?

It’s never too early to begin planning for your retirement, but most of our clients seek our guidance within five years from their anticipated retirement date. During that period, we’ll analyze the financial variables unique to you and your circumstances. We’ll help you determine if you are ready to retire sooner, or if you need to work a little longer.

With decades of experience, we understand the intricacies of your retirement options and the choices you will need to make at some point prior to leaving your company. Decisions that involve your pension, 401(k) Plan, healthcare, and Social Security. It may seem like a lot to think about, but our experience can help guide you in the right direction.

Retirement is a significant milestone in one’s life and, for some, an emotional one. We’ll help you assess your situation and provide a place where you can receive confidential guidance, unbiased advice, and ongoing support.

Ready for a commitment-free consultation?

Our locations

Los Alamitos, CA

5152 Katella Ave. Suite #104
Los Alamitos, CA 90720
Toll-Free: (800) 236-9549
Local: (562) 594-9938

Los Alamitos, CA

5152 Katella Ave. Suite #104
Los Alamitos, CA 90720
Toll-Free: (800) 236-9549
Local: (562) 594-9938

Bakersfield, CA

5401 Business Park South, Suite #122
Bakersfield, CA 93309

Bakersfield, CA

5401 Business Park South, Suite #122
Bakersfield, CA 93309
Toll-Free: (800) 236-9549
Local: (661) 748-3214

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