Redlands Office

About Our Redlands Office

You don’t need to leave Redlands to find custom-tailored financial planning.

We offer personalized planning from our office in downtown Redlands, next to the Chamber of Commerce.

When you work with us, you will receive:

  • Financial planning based on your goals. Your life is unique. Your financial plan should be too. We get to know you and your situation in depth to provide recommendations to meet your goals.
  • Strategies that put you first. We help eliminate conflicts of interest by upholding our fiduciary obligation to always put your interests before our own.
  • Technology at your service. We have selected our technology for its ability to present your entire financial picture whenever and wherever you want to see it.
  • Fees to meet you in life. We understand that not everyone is in the same financial place. That’s why we offer flexible service tiers. We are also fee-only, which means we don’t get paid commissions for the work we do for you.

You live in a jewel of a town, and you shouldn’t have to leave it to work with an experienced financial advisor. You can meet us at our Redlands office and then grab a bite downtown or catch a show at the Redlands Bowl.

Want to learn more about RPA Wealth Management and how we can help you? Check out our weekly podcast for entertaining conversations on timely personal finance topics.

How We Can Help You

Whether you want financial freedom or a comfortable retirement, we will partner with you to help achieve your objectives. Our areas of expertise include:

  • Retirement Planning
  • Financial Planning
  • Investment Management
  • Budgeting and Cash Flow Analysis
  • Tax Planning
  • Debt Management
  • Insurance Review
  • Estate Planning
  • Business Succession and Exit Planning
  • Social Security Maximization

Our Other Office Locations

Can’t meet us in Redlands? We have four other convenient locations:

Rancho Cucamonga: 8885 Haven Ave, Rancho Cucamonga, CA 91730
Irvine: 200 Spectrum Center Dr., #300, Irvine, CA 92618
Pasadena: 177 E. Colorado Blvd., Pasadena, CA 91105
Los Angeles: 925 N. La Brea Ave., 4th Floor, Los Angeles, CA 90038




Schedule a complimentary consultation.

RPA Wealth Management is a financial planning firm whose aim is simple: to provide you and your family with financial peace and security. We'll construct an individualized retirement plan to help you achieve your goals and lead a worry-free retirement.