California Dentists’ Guild
Better retirement for California’s dentists
since 1966
We offer retirement investment plans and fund options for new, established, and retired dental practices.
Best Investment Plans
We'll help you design and manage a retirement plan that works for you and your practice. For over 40 years, we've helped dentists just like you have a more secure future.
Since 1966
Since 1966, dentists across California have trusted us to design and manage investment portfolios for themselves and their staff. Founded by Californian dentists, our investment professionals use their knowledge of the dental industry to design and manage personalized retirement plans that give you peace of mind.
We help you track your investment performance
Our investment team continuously monitors your retirement plans' performance and adjsut to ensure that your funds are put to maximum use.
Customized Plans
Whether you’re just starting your practice or have been established for years, we tailor each plan to your individual and practice’s needs. Our staff is committed to ensuring your future is the best possible.
What We Offer
Customized plans for you.
Custom 401(k)
Profit Sharing
Safe Harbor Plans
Simple 401(k)
Comparability Profit Sharing
Defined Benefit
our difference
By Dentists, for Dentists
Our organization was founded by dentists to help other dentists throughout California achieve a worry-free retirement. The design of every plan is guided by our familiar knowledge of the dental industry.
Transparent costs
Our independent structure means that our staff is dedicated to working in your best interests and ensuring you receive world-class service. Each of our financial partners are rigorously vetted to make sure we provide the best quality of service possible.
Online Access
With online access to your account, you’re able to review, trade, and move funds and manage your account from your phone or computer. Our investment team is committed to making planning and managing your investments easy.
"The California Dentists’ Guild has been a one-stop-shop for all my retirement planning needs for 17 years. Great investment options, full service from bookkeeping to filing taxes, a knowledgeable staff, and low fees."
– Ed Lee, DDS
