Educators face a unique and challenging career. Like most professionals, educators are dedicated to their career and families. Working long hours often leaves limited time to research and study the overwhelming amount of information needed to manage their investments. To make informed decisions about retirement, or save for a child’s college fund requires professional guidance.
Virginia started her financial career over 27 years ago assisting educators with their investments in the 403(b) Tax Sheltered Annuity industry. After a 15-year career in education as a consultant and administrator, Virginia continues her commitment to serve the educational community in her financial practice. We work with superintendents, principals, teachers, professors, and classified staff in school districts, universities, hospitals, and nonprofit organizations throughout northern California. The tax benefits of their investments and the factors in choosing the right plan to meet retirement objectives are explained in straightforward and concise terms. Integrity, objectivity, and experience are the cornerstone of our practice.
We are experienced in the State Teachers Retirement System (STRS) and the Public Employees Retirement System (PERS) and have counseled educators to maximize their pension plan in conjunction with other retirement assets. Tax sheltered annuities, Roth 403(b) annuities, fixed and variable annuities, mutual funds, alternative investments, Roth IRAs, IRAs, and 457 plans are several of the many programs offered to help meet client objectives.
Virginia recognizes the demanding environment that educators face and do everything possible to manage you investment plan and to make your experience productive and fulfilling. Our clients come first.
Virginia Bria & Associates is not endorsed by or affiliated with State Teachers Retirement System (STRS) nor Public Employee Retirement System (PERS).