Retirement specialist
Bobby Dean
California insurance license #0M85348
FOR EDUCATORS, PROFESSIONALS & BUSINESS OWNERS
Retirement Guidance for California's public employees.
Guidance for educators who want to better understand their options, protect what they have built, and move toward retirement with more clarity.
Complimentary review · Phone or Zoom · No obligation
A CLEARER PATH TO RETIREMENT
Bridge the gap between your benefits and your retirement goals.
Your pension, savings, and retirement date all influence your options. We help California educators understand how these pieces fit together so they can make informed decisions about their future.
01
Understand your retirement benefits
Review your CalSTRS or CalPERS pension estimates and how they fit into your overall retirement picture.
02
Compare your retirement options
Explore how different retirement dates and supplemental savings could affect your income.
03
Identify your retirement income gap
Compare your projected income with your retirement goals and identify areas that may need attention.
ABOUT ME
Meet Bobby Dean.
Retirement Specialist
Sandstrom & Associates
Helping educators make sense of retirement.
Bobby Dean helps educators understand their savings plans, pension benefits, and retirement options. He works with district-approved vendors to set up and maintain insurance and financial plans that reflect each client's needs and changing circumstances.
Using retirement-planning software, Bobby helps make pension information easier to understand—so you can explore how your benefits and savings fit into your retirement goals.
A commitment to education
Bobby believes knowledge is a public good and holds the work of educators in high regard. His focus is on helping public employees understand their financial options and make informed retirement decisions.
Services for teachers
Retirement help designed for educators.
Simple, supportive guidance to help teachers understand benefits, retirement timing, and what to do next.
01
Benefit reviews
Understand your pension and core benefits.
02
Retirement timing
Compare options before you make a move.
03
Personal guidance
Get clear answers based on your goals.
Your retirement questions deserve clear answers.
Schedule a complimentary review to better understand your benefits and explore your next steps.
Get in touch
Contact Me
Have a question about your retirement options? Fill out the form and I’ll get back to you as soon as possible.
Personal guidance
Support for educators planning their next financial step.
Call directly
Phone: 818-360-7400 ext.4
