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Secure Retirement

Finance · California, United States · <25 Employees

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About

Headquarters

18 Crow Canyon Ct Ste 325, San Ramon, Californi...

Phone Number

(925) 855-4300

Revenue

<$5 Million

Industry

Investment Banking Finance

Most Recent Scoops

Jan 9 2025
Facilities Relocation / Expansion
Jul 7 2021
Facilities Relocation / Expansion
Secure Retirement is planning to move its offices in October 2021. The move will impact approximately 10 employees at their existing office located at 18 Crow Canyon Ct, Suite # 325, San Ramon, CA.
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Who is Secure Retirement

Secure Retirement was founded in 2002 as a "fee-only" Registered Investment Advisor, which means we receive no commissions. All our accounts are held at Charles Schwab and Company, where we have a limited power of attorney to direct and manage the investments. Richard Morey began his financial services career as an advisor in the Monterey Bay region of California, where he used Efficient Set Theory to create and manage institutional investment portfolios. In 1999, Richard became the Chief Investment Officer of Bellingham Investment Management, a Registered Investment Advisory firm located in San Francisco, California. In 2003, Richard founded Secure Retirement to specifically address the investment and financial planning needs of those who are retired or preparing to retire. Richard received Bachelor's and Master's Degrees from the University of Iowa, where he co-founded a research center for advising and educating gifted students that is now one of the leading educational centers in tRead more
Secure Retirement's Social MediaPopular SearchesSecure RetirementSecure Retirement Financial & Insurance Services C...Secure Retirement Financial Insurance Services Cor...Secure Retirement Funding CorpSecure Retirement SolutionsSIC Code 62,628NAICS Code 52,523Show more

Secure Retirement Org Chart

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Richard Morey

President

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Employees by Management Level

Total Employees<25

  • C-Level

    1
  • Manager

    1
  • Non-Manager

    4
  • Top Contacts
    i

    4

Leadership and Team

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Secure Retirement

<$5M
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<$5M
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Secure Retirement Employee Growth Rate

Graph showing projected employee growth data for Secure Retirement

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Percentage of growth

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Trending Intent Signals iIntent topics are topics that prospects are actively searching for online.

Find out what Secure Retirement is actively searching across the web.

Topic

Signal Score

iSignal Score indicates how big the spike is compared to a company's historical baseline for consuming content.

Cloud Migration

100

3 Signals found

Signal Location
North America
Date
1/8/25
Score
Audience

Data Analytics

74

4 Signals found

Signal Location
North America
Date
1/8/25
Score
Audience

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Secure Retirement Tech Stack

A closer look at the technologies used by Secure Retirement

Top Companies in United States

Top 10 companies in United States by revenue

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Frequently Asked Questions Regarding Secure Retirement

Where is Secure Retirement located?
Secure Retirement's headquarters are located at 18 Crow Canyon Ct Ste 325, San Ramon, California, 94583, United States
What is Secure Retirement's phone number?
Secure Retirement's phone number is (925) 855-4300
What is Secure Retirement's official website?
Secure Retirement's official website is www.secureretire.com
What is Secure Retirement's Revenue?
Secure Retirement's revenue is <$5 Million
What is Secure Retirement's SIC code?
Secure Retirement's SIC: 62,628
What is Secure Retirement's NAICS code?
Secure Retirement's NAICS: 52,523
How many employees does Secure Retirement have?
Secure Retirement has <25 employees
What industry does Secure Retirement belong to?
Secure Retirement is in the industry of: Investment Banking, Finance
What is Secure Retirement competition?
Secure Retirement top competitors include: Eppolito Financial Strategies, Journey Capital Advisers, Keiber Retirement Solutions, Karras
What technology does Secure Retirement use?
Some of the popular technologies that Secure Retirement uses are: WooCommerce, WordPress.org, PHP, Google Font API
How do I contact Secure Retirement?
Secure Retirement contact info: Phone number: (925) 855-4300 Website: www.secureretire.com
What does Secure Retirement do?

Secure Retirement was founded in 2002 as a "fee-only" Registered Investment Advisor, which means we receive no commissions. All our accounts are held at Charles Schwab and Company, where we have a limited power of attorney to direct and manage the investments. Richard Morey began his financial services career as an advisor in the Monterey Bay regio... n of California, where he used Efficient Set Theory to create and manage institutional investment portfolios. In 1999, Richard became the Chief Investment Officer of Bellingham Investment Management, a Registered Investment Advisory firm located in San Francisco, California. In 2003, Richard founded Secure Retirement to specifically address the investment and financial planning needs of those who are retired or preparing to retire. Richard received Bachelor's and Master's Degrees from the University of Iowa, where he co-founded a research center for advising and educating gifted students that is now one of the leading educational centers in this field in the United States. Before becoming a financial advisor, Richard also worked in the non-profit field, where he was the Chief of Operations of the Easter Seal Society for Central California. Jeff Warren has over 30 years experience in financial services, all of which has been focused upon serving clients with retirement issues. From 1981 through 2011 Jeff was a Vice-President and then President of the Markman Group, a company founded by his father in 1972. Jeff is an expert at all forms of retirement financial planning, including income planning, healthcare for seniors, and legacy planning. In addition to working with individual clients, Jeff has trained thousands of financial professionals around the country, keeping them up-to-date on all the financial issues people face during retirement. Sudhir Aggarwal is a member of Secure Retirement's advisory board, providing ongoing advice to our firm. Sudhir is also the Managing Director of Copia Associates LLC, a private investment firm serving the needs of high net-worth ...Read More

What are Secure Retirement social media links?
Secure Retirement Linkedin page
Is Secure Retirement a public company?
Secure Retirement is private company therefore does not currently have an official ticker symbol
See more information about Secure Retirement

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