Welcome to Pension Financial Group

Richard Sturm

Thank you for visiting our website!

Since 1989 I’ve assisted hundreds of individuals – just like you – with the complex and often irrevocable decisions that must be made when choosing to retire from their jobs.

Our firm specializes in concierge services to retirees and those within 10 years of their retirement date. We’ll work closely with your attorney and CPA to help craft a suitable retirement strategy just for you.

Our Core Principles

INDEPENDENT

INDEPENDENT

Pension Financial Group is an independent firm, which means that our recommendations are made with your best interest in mind. We are free from the pressures from corporate entities that would promote proprietary products that may not be in your best interest. This means that our strategies will be suitable for your goals and dreams for the future.

ACCOUNTABLE

ACCOUNTABLE

Our affiliation with LPL Financial helps us provide our clients with a wide variety of products and services designed to address the most difficult financial dilemmas. Since our custodian is self-clearing, you can rest assured that your trades are executed quickly and effectively without the added expense of a third party.

PROCESS ORIENTED

PROCESS ORIENTED

With over 25 years of financial advisory experience, our advisors have created a well-established process that can help you transition from your working years to your leisure years. Contact us today to discover how we can help you!

“Living…By Design”

Richard Sturm

Our Locations

Seal Beach, 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
Toll-Free: (800) 236-9549
Local: (661) 748-3214

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