California Dentist Guild

Our Mission

Since 1966, the California Dentists' Guild has been dedicated to providing California dentists and their staffs with the tools and resources they need to achieve worry-free retirements. We understand that the demanding nature of dentistry, coupled with the inherent complexities of financial planning, often leaves little time for dentists to focus on securing their financial future. That's where we come in. Our mission is to empower our members to plan for a comfortable and fulfilling retirement by offering customized retirement plans, expert investment advice, and unwavering support every step of the way.

Tailored Solutions for Dentists

We recognize that each dental practice has unique needs and goals. That's why we offer a range of comprehensive retirement plan options, including 401(k) plans and Individual Retirement Accounts (IRAs), all meticulously designed to address the specific challenges and opportunities facing dentists. Our plans are not one-size-fits-all; they are carefully crafted to incorporate the unique financial realities of dental practice ownership.

Investment Expertise with a Personal Touch

Our team of seasoned investment professionals brings a wealth of experience and market knowledge to the table. We leverage our collective expertise to develop investment strategies that are tailored to our members' individual risk tolerances, time horizons, and financial goals. But our commitment goes beyond simply managing investments. We pride ourselves on providing personalized attention to each of our clients. Our dedicated team is readily available to answer questions, offer guidance, and ensure that our members feel confident and informed about their retirement planning decisions.

Beyond Investments: A Commitment to Success

Our services extend beyond investment management. We offer a comprehensive suite of resources designed to support our members' financial wellness journey. This includes educational seminars and workshops, access to online account management tools, and individualized financial planning consultations. We believe in empowering our members with the knowledge and tools they need to make informed financial decisions and achieve their long-term goals.

The Value of Collaboration

As a nonprofit organization, the California Dentists' Guild operates with a singular focus: serving the best interests of our members. This mission-driven approach allows us to prioritize competitive pricing, access to institutional-grade investments, and a level of personalized service that is often unattainable through traditional financial institutions. We believe in the power of collaboration and work closely with respected service partners to provide our members with a comprehensive and integrated financial planning experience.