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Experience the Difference: Compassionate Care, Exceptional Results

For over 50 years, the California Dentists' Guild has been dedicated to helping California dentists and their staffs plan worry-free retirements and secure their financial future. As a non-profit organization, we are committed to what matters most: financial success for our members. Our mission is to empower dentists to achieve their retirement goals, and we've been doing just that since 1966.

Our History

Founded in 1966, we have a long history of providing personalized service and expert guidance to our members. Our team of experienced professionals is dedicated to understanding the unique financial needs of dentists and their staffs. We take the time to get to know our members, understanding their financial goals and objectives, and develop personalized plans to help them achieve their goals.

Our Services

At the California Dentists' Guild, we offer a range of services designed to help dentists and their staffs achieve their financial goals. Our services include:

  • Multi-Plan Options: We offer a range of 401(k) and IRA plans, tailored to meet the unique needs of our members.
  • Investment Guidance: Our expert investment team provides personalized investment advice and guidance to help our members make informed investment decisions.
  • Ongoing Account Monitoring: Our team monitors investments and makes changes as needed to ensure optimal performance.
  • Full-Service: We provide a range of services, including personalized service, investment education, and ongoing account monitoring, to help our members achieve their financial goals.

Our Team

Our team of experienced professionals is dedicated to serving the financial needs of our members. Meet some of our team members below:

  • Elizabeth Clark, AIF, CE0: Elizabeth is our Chief Executive Officer and has over 30 years of experience in finance, management, and investment advisory. She is known for her attention to detail and has earned her Accredited Investment Fiduciary (AIF) designation.
  • Nicole Eppley Lynn, CRPC: Nicole is our Retirement Program Support Specialist for Southern California. She has over 15 years of experience in investment management, retirement planning, and charitable giving. She holds the Chartered Retirement Planning Counselor (CRPC) designation and is knowledgeable in all aspects of investment management, retirement planning, and charitable giving.

Contact Us

If you're interested in learning more about our services or would like to schedule a no-obligation analysis, please contact us at:

Address: 550 Howe Avenue, Ste. 110 Sacramento, CA 95825

Office: (916) 614-9055

Toll-Free: (800) 851-0008

Fax: (916) 614-9066

Email: mail@cadentistsguild.org

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