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Retirement Planners of America

Retirement Planners of America

Reviews Summary

The reviews overwhelmingly praise the company for its exceptional service, knowledgeable and attentive advisors, and strong financial performance. Many highlight the team's responsiveness, clear communication, and personalized care, particularly in retirement planning. The advisors are commended for their market expertise, patience in explaining complex concepts, and proactive approach to protecting investments. While most reviews are highly positive (5-star), a few note good but slightly less perfect experiences (4-star). The consistent themes are trust, professionalism, and a sense of security in financial planning.

About This Listing

Tax Planning
Financial Advisory
High-net-worth Individuals
Individual Taxpayers
Remote Services

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Tax Planning
Financial Advisory
High-net-worth Individuals
Individual Taxpayers
Remote Services

Contact Information

Address

18500 Von Karman Ave STE 520

Irvine, California 92612

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8AM-5PM
Tuesday 8AM-5PM
Wednesday 8AM-5PM
Thursday 8AM-5PM
Friday 8AM-5PM
Saturday Closed

Customer Reviews

RPOA has provided us with the financial advice and expertise to grow our retirement investment accounts for over 10 years. I am so pleased to have Patric as my financial advisor. Sometimes talking to financial professionals can be so intimidating. But Patric takes the time to explain this financial stuff so clearly to me. I can tell he really cares about his clients. Eileen, his associate is wonderful. I thank her as well for her knowledge and kindness, and getting the paperwork done timely and accurately

I could not be happier with a retirement planning company than I am with RPOA. Our retirement planner, Patric Piantedosi is fantastic! He is up to date with what's happening in the markets and always helpful and patient to explain everything to us. His associate, Eileen, is outstanding! She answers questions very quickly, very helpful, happy to research to find out any answer and get back to us in a timely way. Our financial future is secure with RPOA.

I have been working with Patric and Eileen at ROPA for over a decade and have entrusted my retirement savings into their care and oversight. During this time Patric has guided me through financial pitfalls and obstacles to where I feel my retirement is safe. This gives me peace of mind as I move into my retirement years. Eileen is efficient and knowledgeable with all my accounts has satisfied all my needs relating to my accounts. I highly recommend this team to take you into your golden years with confidenc

I first heard about RPOA on the radio. I wasn't happy with my previous Financial Planner so I decided to check them out. I'm so pleased with Patric?s expertise, knowledge and experience in managing my money. He takes the time to explain my investments and shows how my money is growing so I don't have worry. Patric and Eileen are great. They answer my questions. My money is right where it should be!

Patric and Eileen provide personal care of our accounts and continue to give us good returns on our investments. Their investment strategies make me more comfortable with out accounts

Our financial planner and his assistant are so personable and professional. We are informed and educated about the company and our personal options and choices. We have referred a relative in the past and plan to stay with RPOA for a very long time.

My rep at RPOA is Patric Piantedosi. He put together my account and after discussion chose the best mix between equities and bonds for my situation. The plan at RPOA is that they do not buy and hold, rather they watch the market and when they see difficult times coming, and it gets bad enough, they move you to cash. Where you are protected until the next up swing. In particular my rep, knows the markets well, and is able to discuss at any time what is going on in the market with great clarity. If you have s

Just met with Patric for my biannual review and looking good towards being a future SCWPR. No doubt I made the right choice with RPOA.

Patric and Eileen are an awesome team pleasant and caring.Very easy to talk to and very knowledgeable.Well trusted financial advisor.We really enjoyed, wonderful to work with,a true professional and highly supportive and inspiring.We highly recommend them

Patric gives great advice and does a thorough analysis of your portfolio for RPOA.

Retirement Planners of America is a great personal asset for me.. I enjoy a consistent level of VIP Service from the Orange County Office Team where Eileen and Patric always provide a quick response to my multiple requests. They make sure I get my response promptly and the extra touch is that Eileen always makes a point of following up, even after the fact, to make sure all my questions were resolved. I really enjoy this ease of Communication at RPOA, something apparently lacking with other firms these da

Excellent experience with both retirement and investment accounts. Patric and Eileen respond to questions rapidly, and I recommend them highly.

Keeping us sane in this crazy market. Definitely a FIVE star company. Patric and Eileen are terrific. Responsive and knowledgeable and super friendly. Ken?s weekly updates are an excellent way to keep connected to the RPOA leadership team. We expect our money to last through our entire ?second childhood without parental permission?!

I have been getting sound quality financial advice from RPOA for close to 10 years now. I have recommended many friends for their services over the years.

Patric and his team are outstanding professionals. I've been using their services for several years now. I can't be more pleased. They do an outstanding job.

Highly recommend Patric Piatedosi. Very attentive, patient, explains everything. Good to see my investments going in the right direction.

I love the outstanding personal service I receive with Retirement Planners of America. Patric is so knowledgeable about finances and Eileen is so attentive to responding to me in record time with any questions or requests that I may have. It is comforting to know that both Patric and Eileen are Christians and that my investments are in wise and capable hands.

Patric is great at keeping us up to date on what is going on with our account and Eileen and Patric call and set up regular appointments. We have been very satisfied with the serves that RPOA has provided us. Super nice people too.

We have been clients of Rick for probably 4-5 years now. He has a good grasp of the market (sometimes over my head), and has largely performed well for us. We are happy with him. Eileen at his office (back when we can go to the office) even had brought in a healthy snack (besides their signature cookies) for me since she knew I was dieting. Super thoughtful.

This is an exciting place to be. Great cars to look at. Great new friends that are being made. Can't wait for the dinner your holding hostage. Retirement Planners has done a great job with my money. Patrick is great and I love our Friday videos with Ken. GREAT JOB!!!

Upon sudden retirement in 2020, I needed immediate and trustworthy help putting a financial portfolio together. I connected with Patric & Eileen at RPOA through "Money Matters" radio show while commuting to work. What a difference a day makes ! Their patience and dedication to serving my investments, was/is, exactly what I needed for a successful future.

Great company have been dealing with them for many years. Patric and Eileen are always there to help. I highly recommend

I enjoy working with Patric and Eileen. They both very efficient and smart, and also very accommodating. They made my entry into the world of retirement, both easy and worry free. Paul Jordan

I researched many retirement firms and when I interviewed Mr. Piantedosi, I felt that he understood my objective for growth but safe investments. He always has taken the time to answer all my questions. Ms Merz is a lifesaver. She always is available for any help I need. I highly recommend this office.

Friendliest group of investors - who are knowledgable and focus on your financial goals. Patrick (Rick) P. is top notch!

Very very happy with your System! Like my mentor Patrick, and always looking forward to meet him! Thanks for all your help . Dieter

Always very friendly and helpful and great financial support and great growth for

Since 2015 I have been impressed with the level of care and service I receive from the Irvine team! Great job always!

Patric is 5 star and Eileen is very attentive and diligent. Good strategy.

Been with RPOA for over 5 years now. Great service and communication. Highly recommend.

I give RPOA 5 star?s because I like the attention paid by my account manager Patrick.

Love RPOA Great feeling knowing our retirement is in good hands

My money is in great hands with Retirement Planners of America, regardless of how bad Biden is ruining our economy.

We trust this company 100%. We beilive our investments are in the best hands.

They have done what they can to keep their customers best interest in mind.

Very caring team of advisors and Client service assistants!!

Good food and a great place to have an event.

Good working experience with the OC office.

Beautiful cars and great service!

Great food and venue.

Great to gather once again

Thank you for the knowledge, and hospitality

Responsive, knowledgeable staff

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.