California Dentists' Guild
Providing worry-free retirement and custom financial plans for dentists and their staff, since 1966.
More than 95 percent of dentists struggle to retire and maintain their lifestyle, according to the American Dental Association*. Our mission: To help our members — California dentists and their staffs — be part of the five percent who can retire comfortably. We’ve been at it since 1966.
By delivering best-in-class retirement plans customized to the unique needs of our member practices and accompanied by top-notch investment advice. Even better — our plans do not have account minimums or trading costs.
We are a nonprofit with economies of scale
That means our services cost a fraction of what they would at a retail financial institution. We can provide access to institutional investments not typically available to the individual investor.
Most important: We know our members and we answer our own phones — no call centers here. We’ll work with you to identify your financial goals and objectives and develop an approach that gets you there.
Give us a call. Let’s discuss how we can help you and your practice achieve the worry-free retirement you’ve dreamed about.
Elizabeth E. Clark
Chief Executive Officer
Jack Saroyan, DDS (Retired)
President, CDG Board of Directors
San Francisco, CA
*According to the American Dental Association and referenced in DentistryIQ, Jan. 1, 2019, “Why 96% of dentists struggle to retire: Stretched too thin”
We Act In Your Best Interest and Offer
Volume pricing, no hidden fees or trading costs, and access to institutional funds.
Multiple Plan Options
We’ll tailor a plan for you and your practice using our selection of 401(k) and IRA options.
Personal Service & Advice
You’ll talk directly to a CDG representative.
Checks & Balances.
Our multifaceted, full service investment team monitors your investments and makes changes to ensure optimal performance
Our sole mission is serving our dentists.
You and your staff can view and access your account 24/7.
401(k)/Profit Sharing sponsorship privileges are available for dentists in the state California.