About Andy Barkate

Andy Barkate is a financial executive with decades of experience in the financial services industry. During his career in financial services, Andy has held management positions with several investment firms. He is the owner and President of California Retirement Plans LLC, and holds professional designations of "Chartered Retirement Plan Specialist" and "Certified College Planning Specialist". Andy is also known as a financial author and speaker. Andy Barkate is a gifted teacher on the subject of retirement and personal finance. He conducts financial and retirement planning workshops to corporations and government entities including: Boeing, Pacific Bell, NASA, U.S. Department of the Navy, Lockheed, and Shell Oil.