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Buena Vista Plaza Building, 2411 West Olive Avenue, Burbank, CA 91506

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Let’s Lay a Solid Foundation for Your Future

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Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Partners Retirement & Wealth Management

Your Needs. 

Our Goals.

We have built a reputation for comprehensive financial guidance for over 75 years. Driven by our desire for success, we want to support your hopes for the future.

Whether you are planning for retirement, building wealth for your family, or funding a personal project, we can help you craft a custom strategy that will get you on track to where you want to go. To learn how, click the link below.

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Hello There.

Meet Our Team

Get Ahead.

Check Out Our informative videos

Daniela Fricke

Daniela Fricke, CFP®

Executive Wealth Advisor
LPL Registered Rep
CA Insurance Lic #0F53006

714.940.7709

Stuart Ng

Stuart Ng, CFP®

Executive Wealth Advisor
LPL Registered Rep
CA Insurance Lic #0B50194

818.558.2035

Kelly Erickson

Kelly Ann Erickson, CFP®, RICP®

Wealth Advisor
LPL Registered Rep
CA Insurance Lic #0G47531

714.940.7712

Kevin Savage

Kevin Savage, MBA, CFP®

Executive Wealth Advisor
LPL Registered Rep
CA Insurance Lic #0D48487

818.558.2226

Ed Jennings

Ed Jennings

Wealth Advisor
LPL Registered Rep
FL Insurance Lic #A131068

407.828.1398

Janice Rathman

Janice Rathman

Wealth Advisor
LPL Registered Rep
FL Insurance Lic #A215434

407.345.6275

Steven Lee

Steven Lee

Wealth Advisor
LPL Registered Rep
FL Insurance Lic #W834047

407.363.4994

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.
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The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.
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Download Our Tax Reform Ebook!

There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.