Welcome University of California Professionals!
Turning complex UC retirement decisions into clear, actionable strategies
Message from David Tang, BSN, RN
WEALTH MANAGER
For over 25 years, I’ve studied the UC benefits and retirement system—both as a fellow employee and as a financial advisor guiding colleagues through their retirement journeys. With my background as a Registered Nurse, I understand firsthand the decisions UC professionals face when planning for the future, and I’m here to help clarify those choices.
Whether you are just beginning to explore your options, planning for retirement, or already enjoying retirement, I can help simplify the decisions you must make and provide you with clear, actionable strategies. I believe that financial confidence comes from understanding your choices and having a plan tailored to your needs.
Our Process
Understanding your UC retirement benefits can feel overwhelming, but you don’t have to navigate them alone. Our proven process can help ensure you have the guidance and strategies needed to make informed financial decisions, no matter where you are in your career.
Here’s what you’ll learn:
- Understanding your benefits – We’ll break down pension options, your Fidelity account, and post-employment benefits. We’ll even help you understand how Social Security fits into your plan.
- Strategy Development – We’ll tailor a plan that aligns with your retirement goals, lifestyle needs, and legacy planning.
- Ongoing Support – We’ll help ensure financial stability throughout your retirement with regular reviews and adjustments.
Our Commitment
We know that navigating your UC retirement benefits is one of the most important financial decisions you’ll make. That’s why we provide custom services designed to meet your unique needs.
What You Can Expect:
- Personalized Guidance – A financial plan tailored to your life and career stage.
- Proactive Communication – Regular updates based on your preferences.
- Comprehensive Support – Collaboration with tax, legal, and estate planning professionals when needed.
- A Relationship You Can Count On – Ongoing service beyond retirement.
Who We Serve
We help UC employees across multiple departments make informed retirement decisions. Whether you’re a healthcare professional, professor, researcher, or administrator, we can help you maximize your benefits and plan for a confident retirement.
Departments Served:
- Nursing & Healthcare Professionals
- Faculty & Research Staff
- Administrative & Support Staff
- Information Technology & Technology Services
- Union & Non-Union Employees