Retirement specialist
Merlinda Guerra
California insurance license #0D43033
FOR EDUCATORS, PROFESSIONALS & BUSINESS OWNERS
Retirement Guidance for California Educators.
Work with Merlinda Guerra to better understand your benefits, review your options, and plan confidently for retirement.
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 Merlinda
A warm, thoughtful partner for your retirement planning journey.
Merlinda Guerra helps California educators navigate retirement with more clarity and confidence. She takes a personal, approachable style to every conversation, making it easier to understand your benefits, evaluate your options, and make informed decisions about what comes next.
As a Spanish speaker, Merlinda is committed to creating a comfortable and supportive experience for the people and families she serves.
Focused on educators
Guidance tailored to CalSTRS and CalPERS retirement questions.
Bilingual support
Spanish speaker • License #0D43033
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.
Bilingual support
Spanish speaker • License #0D43033
Call directly
Phone: 818-360-7400 ext. 2
