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Taking the first step into planning retirement can be overwhelming, but we are here to help.

Contact us with any questions you may have regarding programs, resources, or education, and we will strive to answer your question and help you move forward.

For general questions please send us a message and we will direct your inquiry to the appropriate contact within 24 hours.

Location

2860 Michelle Drive, Suite 150
Irvine CA 92606

Call Us

949.225.7101

Name

VP OF RETIREMENT PLAN SERVICES
949.225.7145
jmoore@cpsbenefits.com

Jim Moore

VP OF RETIREMENT PLAN SERVICES 949.225.7145 jmoore@cpsbenefits.com
MANAGING DIRECTOR OF CLIENT SERVICES
949.225.7146
tguillen@cpsbenefits.com

Taffy Guillen, APA, CFS

MANAGING DIRECTOR OF CLIENT SERVICES 949.225.7146 tguillen@cpsbenefits.com
EVP BUSINESS DEVELOPMENT
949.225.7101
rmcmannis@cpsbenefits.com

Raymond McMannis

EVP BUSINESS DEVELOPMENT 949.225.7101 rmcmannis@cpsbenefits.com
CLIENT RELATIONSHIP MANAGER
949.225.7147
etorres@cpsbenefits.com

Elvira Torres

CLIENT RELATIONSHIP MANAGER 949.225.7147 etorres@cpsbenefits.com
RVP BUSINESS DEVELOPMENT
949.225.7158
sjackson@cpsbenefits.com

Scott Jackson

RVP BUSINESS DEVELOPMENT 949.225.7158 sjackson@cpsbenefits.com

LET US HELP YOU SIMPLIFY THE COMPLEX WORLD OF QUALIFIED PLANS

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