Testimonials

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I am the Vice Principal of our school. Daniel came to our school to educate us on our Retirement Accounts. He asked a lot of questions about my old jobs. I was amazed, I had an old Pension of $29,000 dollars. So glad I met Daniel.

Mrs. Quijas

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Daniel helped me retire 3 years early. We were talking about all of my old jobs. Daniel found a Well Fargo Pension worth $50,000 dollars. I was very happy.

Thank you, Mr. Barrera.

Mrs. Hugs

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Daniel was reviewing all of my Retirement Accounts. I had worked at a company for 15 years. They never told me I had a Pension. We called the old company on the phone. Guess what? I had a $64,000 Pension.

Thank you, thank you, Daniel!

Mrs. Owns

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I met Daniel at a District Benefit Fair. He said that he would review all of my Retirement Accounts. When I was younger, I worked for the Airlines for 8 years. Daniel found me $24,000 dollars in a Pension I did not know I had.

Thank you, Mr. Daniel.

Mrs. Stewart

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It was my pleasure meeting with Daniel. He took the time to review my Retirement Accounts with me. Daniel asked about my master's degree. He didn't see it on my paycheck. This was an error. I was not paid for my master's degree from 2018 to 2023. Daniel helped me receive a retro check for $7,700 dollars.

Thank you, Mr. Barrera

Mr. Sheehy

About Daniel Barrera

Always helping Teachers and Staff with finding, making, and protecting their money for retirement planning in the beautiful state of California.

Having more than a decade of experience in the financial field. Finding over half a Million Dollars in lost or forgotten pension money for my clients.

In one day, by just adding beneficiaries to their pension plans, I protected a Million Dollars of their money, for their families.

California Lic. OG91350

District Approved Vendors:

North American #1472 Nationwide #1144

National Life Group #1036 Midland National #1043

Understanding your CalStrs and CalPers

Every year that you work, you receive a Retirement Progress Report. We will review your service credit years and estimates for retirement.

Your Benefits

We will explore short- term and long-term disability plans. These plans can help maximize your benefits such as, maternity/ paternity leave, illness and injury.

Perfecting Your Paycheck

Making sure you are getting paid correctly. Are you on the correct step or column, master's degree, bilingual pay, longevity.

Your Retirement Detective is not affiliated with the US Government. The materials presented on this website are intended as an educational overview and are not intended to provide specific advice to individuals without further consultation. Your Retirement Detective will not provide legal or tax-accounting advice. Please consult with a qualified attorney or CPA for proper legal or accounting counsel.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Information presented herein is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any Insurance products. Viewers or readers of the information contained on this website, in any articles herein or links to other articles, or posted on any blog or social media site, should be aware that any action taken by the viewer/reader based on this information is taken at their own risk. Any concepts presented herein or links to other articles are hypothetical in nature and intended for educational purposes only. This information does not address individual situations and should not be construed or viewed as any type of individual or group recommendation. Be sure to first consult with a qualified financial adviser, tax professional, and/or legal counsel before implementing any insurance products.

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Daniel Barrera at 916-747-9897.

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