Retirement Capital Strategies, Inc.

Retirement Capital Strategies, Inc. (CRD# 139009) is a financial advisory firm headquartered in San Jose, CA. They manage $265,206,130 in 666 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
1190 Saratoga Ave., Suite 140, San Jose, CA 95129
https://www.youtube.com/user/rcsadvisor
By the Numbers
  • Total Assets Under Management
    265
    MILLION
  • Total Number of Accounts
    666
    ACCOUNTS
  • Average Account Value
    $398,207
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, OR, TX, WA

Financial Advisors at Retirement Capital Strategies, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Thomas Vaughan, financial advisor San Jose CA
Thomas E. Vaughan
CRD#: 1721660
1190 Saratoga Ave., Suite 140, San Jose, CA 95129

Thomas Vaughan (CRD# 1721660) is an Investment Advisor Representative working at Retirement Capital Strategies, Inc. in San Jose, CA and has over 34 years of experience in the finance industry.

2
Easan Arulanantham, financial advisor San Jose CA
Easan S. Arulanantham
CRD#: 7015816
1190 Saratoga Ave., Suite 140, San Jose, CA 95129

Easan Arulanantham (CRD# 7015816) is an Investment Advisor Representative working at Retirement Capital Strategies, Inc. in San Jose, CA and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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