Solution for Retirement

Cy Roseman has been assisting senior investors for the last 16 years.
Cy has offers financial planning and investment advisory services in San Diego county since 2004, on the Monterey Peninsula and Nortern California in general since 1992, and in Hawaii since 1999.

Cy specializes in working with retirees and those about to retire who want to protect their principal and insure that their money lasts.

His practice focuses on helping pre-retirees and retirees avoid the most common financial mistakes.

He assists investors age 60+ who want to preserve their capital, increase their income, and more profitably organize their investments.

People who consult Cy often find that they can lower their income tax, reduce or eliminate taxes on their social security income and capital gains, increase their fixed monthly income, and obtain better protection for their financial future.

Cy holds both a CFP Certificate (1998) and a Doctorate in Political Science and Economics from Princeton University (1963). To become a Certified Financial Planner, Cy took courses for two years and passed six exams covering retirement planning, fmancial planning, investments, insurance, taxes, and estate planning, and then passed a final three-day exam. In 2005 he became an Accredited Investment Fiduciary (AlF) and a CEA (Certified Estate Advisor)