RNA Financial

Specialties

RNA Retirement is an independent, Certified Financial Planning firm, covering all aspects of our clients’ financial affairs; guiding them through the steps they need to take to achieve a secure financial future. We are based on the biblical principles of Stewardship, Giving, and Personal Responsibility.

We find that Investors are frustrated by the volatility and dismal performance of their «buy and hold» portfolios, and the lack of objective, proactive solutions their advisors have to offer. Our investment portfolios, by design have a low correlation to the broad market, while getting strong returns. In essence, people fear running out of money in their retirement years.

They can do better! As a Certified Financial Planner (CFP) with years of experience with both securities and insurance solutions; we take a fiduciary (client centered), holistic approach to our clients’ finances, goals, and needs before we come up with a comprehensive plan designed specifically for them.

History

Established in 2009.

Our firm was founded in 2009 by Russ and Ava Brown, who have been married for 28 years. Our clients tell us we have a knack for making complicated subjects like Medicare, Social Security, Investing, Long Term Care, Income and Tax planning easy to understand.

Meet the Business Owner

Russ and Ava B.

Business Owner

Russ and Ava Brown are the founders of RNA Retirement. Russ is a Certified Financial Planner and has been in the financial services industry since 2005. He is both securities and insurance licensed. Ava has been in the financial serices industry since 2007 and is insurance licensed, earned a Certificate in gerontology, and is also certified long term care ombudsman with the state of California. Before this Ava taught math and science as a middle school teacher.

Their entire focus is to help people with all of their retirement and financial needs.