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WELCOME TO CATALINA WEALTH MANAGEMENT

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Catalina Investments

Catalina Investments

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Friendly 401k

Friendly 401k

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CI Legacy

CI Legacy

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Retirement Plans for Business Owners

Business owners care about their company and the people working with them.
We outline the different types of retirement plans available
and the ones that make sense for you and your employees.

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Who We Are

We create strategies tailored to your goals.

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What We Do

Without any conflicts of interest we put your needs first.

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Why We Do It

We enjoy building trusted relationships that span generations.

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Modern Retirement Planning Classes

Modern Retirement Planning Classes

Good financial decisions don't have to be confusing. We provide educational classes with information about the simple techniques we use that may help you make the most of your money and help you work towards more of your financial goals.  

To register for a class or to see out upcoming class schedule, Click here

If you have any questions or would like to schedule a complimentary meeting to discuss your specific questions, please contact us, (520) 298-1900 or info@cilegacyplanning.com.

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Charitable organizations we are involved with