Our Family is Here to Serve You

Our team of professionals has experience dating back to 1985. We have worked with hundreds of clients to help them retire and successfully stay retired. We want to help you do the same through proper planning so that you not only have income streams that can serve as your “paycheck” in retirement, but also discretionary funds to serve as your “playcheck.”

Four Decades of Experience

Meet Our Co-Founder
Rick Martinez CFP®

Rick Martinez CFP®, Co-Founder of Retirement Wealth Management, is a passionate and highly experienced Retirement Wealth & Tax Strategist. His goal is always to help his pre-retirees and retirees experience financial peace of mind.

Rick works closely with a collaborative team of CPA's, Estate Attorney's, and other Certified Financial Planners™ with Retirement Wealth Management.  Using the powerful 4 step approach discover, improve, implement, review, he has been able to help his retirees enjoy a comfortable retirement where they are positioned to never run out of money and are also able to leave tax-efficient and tax-free money to their kids, grandkids, and other love ones. 

Because Rick is passionate about his career, he continues to seek higher education through the University of California, Irvine and has attained the designation of CERTIFIED FINANCIAL PLANNER™. He maintains qualifying state licensing, quality strategic coaching from other experts in the industry, and ongoing training on new laws affecting taxes and retirement investments.

Rick is a life-long Californian. He is happily married to his wife Gracie of 26 years, and is the proud father of two wonderful daughters Sarah and Chelsee. Rick enjoys family weekend trips to the river and walking his dogs Candy and Max.

Meet our Co-Founder
Rene Castro

Rene Castro, co-founder of Retirement Wealth Management, is an extremely passionate teacher as well as a dedicated student of Retirement Wealth Management Strategies. For the last 20-plus years, he has worked collaboratively with CPA's, enrolled tax agents, Certified Financial Planner™ professionals, estate attorneys, tax attorneys and other professionals to help provide his clients with comprehensive wealth and financial management. 

Rene and his team love to share knowledge to help their clients gain awareness and implement powerful wealth management plans so they can enjoy their ideal retirement lifestyle. 

Away from work, Rene is active in the community through his church and various civic improvement groups. The foremost goal of Rene and Diane is to leave a living legacy by helping their kids and grandkids to grow in their faith and have a strong work and community service ethic. Rene and Diane enjoy BBQs in their backyard spent with friends and family.