Merlinda Guerra

CA Retirement Specialist

Spanish Speaking

My Mission Statement

Empower public employees to financially secure their retirement

Merlinda Guerra manages savings plans for educators across California. He works with district approved vendors to setup and maintain retirement plans that fit your needs and changing circumstances. Merlinda uses advanced software to close the information gap between you and your state pension so you are on track to meet your retirement goals. 

  • 403(b)
  • 401(k)
  • IRA
  • Life Insurance
  • One-on-one reviews
  • Campus/District presentations

District Savings Plans

As a public employee, your are able to contribute to a 403(b) retirement savings plan from each paycheck offering tax advantages. We guide our clients through the process of maximizing this savings opportunity to narrow their retirement income gap.

See Maximum 403(b) contribution limits for 2022

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Pension

We have helped thousands of public school employees maximize their state pension and supplemental plans. Whether you are a first year teacher or are in the process of retiring we guide you every step of the way towards retiring at the youngest age possible with the greatest benefits.

Merlinda holds the role of educators in our society to the highest regard and believes knowledge is a public good. In support of these values, he is a sponsor of the Massachusetts Institute of Technology's Mirror Site (MSP) & OpenCourseWare (OCW) Programs.  

The MSP is a free program sponsored by MIT that will bring an up-to-date catalog of semester-long courses on hundreds of topics to your school's campus. This is to ensure students have access to and can reliably stream these materials  even if they lack a reliable internet connection at home.  Additionally, OCW also supports teachers by sharing open-sourced teaching methods used by MIT professors.

For more information on the MIT Mirror Site Program and OpenCourseWare, click here

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