CalChoice Financial and CalChoice Investments

About Us

CalChoice Financial is a unique agent owned financial services company with a 'client first' focus and exclusive products.

CalChoice Investments is honored to be named in the INC 5000 top private companies in the nation two years in a row.

We are different. The difference is 100% client focus, exclusive products, and independence to find the right solution for every individual clients needs.

We provide modern solutions and financial services, and we’re always seeking out the most cutting-edge and effective approach. Every investment firm and financial consultant has principles and a mission statement, and they usually sound exactly the same. We believe CalChoice Financial is different in almost every way.

We understand that being different isn’t always better. But being better is very different when it comes to choosing a financial consultant. Our principles were deliberately created with you in mind. We don’t just talk about personal service to our clients, we deliver it.

We don’t have a proprietary product or shareholders that direct the investment strategies we provide for our clients. Instead, we are independent by choice, with access to hundreds of options from dozens of companies. Being an independent financial consultant allows us to offer custom-tailored, unbiased solutions to our clients. And at CalChoice Financial we utilize relevant and modern solutions to create personalized plans for our clients which are as unique as they are.

The products and services we offer

Financial Planner

Highly Recommended

"Don't know of specifics on investments, however, Robin appears open-minded & provides what is..." Read more "Don't know of specifics on investments, however, Robin appears open-minded & provides what is best for her clients. Jeanie "

Recent Activity

Robin from CalChoice Financial and CalChoice Investments Answered this on April 02, 2018

I use PayPal for business and 2 ministries. Never heard of Anovia. I tried another once but it had so many hidden fees and charges I went back to paypal. (more) I use PayPal for business and 2 ministries. Never heard of Anovia. I tried another once but it had so many hidden fees and charges I went back to paypal.

1 Reply

Robin from CalChoice Financial and CalChoice Investments Answered this on December 21, 2017

The biggest benefit is for a private businesses, 'pass through business,' like so many of us are, the first $75,000 is only taxed at 9%. That is HUGE for me and my team. As we help middle class families, the reduced taxes with the double personal deduction and double child tax credit will give... (more) The biggest benefit is for a private businesses, 'pass through business,' like so many of us are, the first $75,000 is only taxed at 9%. That is HUGE for me and my team. As we help middle class families, the reduced taxes with the double personal deduction and double child tax credit will give families the confidence to start a long term savings/retirement program. It will be great for my taxes and for my business.

Robin from CalChoice Financial and CalChoice Investments Answered this on December 04, 2017

At Cal Choice Finanacial and Investments we offer Exclusive products to assist clients in growing wealth and protecting families. With a mission statement of 'clients first' we are an agent owned non-captive financial services and insurance provider. (more) At Cal Choice Finanacial and Investments we offer Exclusive products to assist clients in growing wealth and protecting families. With a mission statement of 'clients first' we are an agent owned non-captive financial services and insurance provider.

Robin from CalChoice Financial and CalChoice Investments Answered this on August 20, 2017

Referrals. Holding educational meetings to a targeted neighborhood or group. You are an 'educator' as in your description. That tells me scheduling meetings is your wheelhouse. (more) Referrals. Holding educational meetings to a targeted neighborhood or group. You are an 'educator' as in your description. That tells me scheduling meetings is your wheelhouse.

Robin from CalChoice Financial and CalChoice Investments Answered this on July 11, 2017

Ive always used Turbo Tax. never had an issue. user friendly, finds many deductions. (more) Ive always used Turbo Tax. never had an issue. user friendly, finds many deductions.

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Robin Rowan