Retirement Capital Strategies Inc
Legal Name: RETIREMENT CAPITAL STRATEGIES, INC.
Full Contact Details
Retirement Capital Strategies Inc
1190 SARATOGA AVE., SUITE 140, SAN JOSE, CA
408-551-6100
408-551-6161
Other Info
Retirement Capital Strategies, Inc. is a California corporation that provides financial advisory services. With 7 employees and 4 in advisory roles, the firm's registration with the SEC is approved since January 2010. The exact number of clients is unknown.
Retirement Capital Strategies – We Help Our Clients Build and Maintain Their Wealth
Skip to content Book an Appointment Search Menu Getting Started Testimonials Learn More About Us FAQ Managing Your Wealth Helping You Retire Maximizing Social Security Talk Money with Tom Contact Us Contact Us Book An Appointment Ask Tom Existing Clients BlackDiamond Portal Login TD Ameritrade Login…
Retirement Capital Strategies – We Help Our Clients Build and Maintain Their Wealth
Skip to content Book an Appointment Search Menu Getting Started Testimonials Learn More About Us FAQ Managing Your Wealth Helping You Retire Maximizing Social Security Talk Money with Tom Contact Us Contact Us Book An Appointment Ask Tom Existing Clients BlackDiamond Portal Login TD Ameritrade Login…
Direct Owners
-
MICHAEL ROBERT PHILIPP
SECRETARY, TREASURER & VICE PRESIDENT owns more than 10% but less than 25%
-
THERESA LUCIA VASQUEZ
CHIEF COMPLIANCE OFFICER owns less than 5%
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THOMAS EARL VAUGHAN
CEO/PRESIDENT owns 75% or more
Firms Located Nearby
Top Holdings
- VANGUARD INDEX FDS S&P 500 ETF SHS $38,332k
- VANGUARD STAR FD VG TL INTL STK F $27,207k
- VANGUARD CHARLOTTE FDS $23,941k
- VANGUARD BD INDEX FD INC TOTAL BND MRKT $19,972k
- ISHARES TR $10,892k
- ISHARES TR $10,209k
- VANGUARD SCOTTSDALE FDS $5,892k
- INVESCO EXCHNG TRADED FD TR S&P MIDCP LOW $5,710k
- ISHARES TR $5,557k
- VANGUARD INDEX FDS TOTAL STK MKT $5,097k