Retirement & Financial Advice Built for Teachers

Plan Your Future with an Advisor Who Understands Teachers

Retirement, life insurance, and estate planning built around your CalSTRS pension and school district benefits — from a former Orange County educator who knows how your career actually works.

See If We're a Good Fit See What I Do

By the Numbers

22+

Years serving teachers & families

2004

Year in practice

100%

Focused on educators & families

Serving educators statewide

Former educator · Teacher in Orange County, CA 1999–2004
Now a trusted advisor to the same community

Why It Matters

A Financial Advisor Who Actually Understands Your World

I spent five years as a classroom teacher in Orange County before transitioning into tax and financial services. I know what a teacher's paycheck looks like, what CalSTRS means for your retirement, and why generic financial advice often misses the mark for educators.

CalSTRS & 403(b) Clarity

Your pension is only part of the picture. I help you understand how CalSTRS, Social Security, and your 403(b) fit together — and how to close the gap so retirement actually feels secure.

Protection Built Around Your Career

Life insurance and estate planning that account for your school year, your pension survivor benefits, and your family — not a one-size-fits-all policy.

Straightforward, No-Pressure Guidance

Your district may push high-fee annuity or investment options. I'll walk you through your options honestly, including what I'd tell a friend, so you can decide with confidence.

"Most financial advisors don't know what CalSTRS is, how a supplemental 403(b) actually works, or how the school year shapes your financial life. I do — because I lived it."

— Bryan Schurter, former OC educator, advisor since 2004

What I Do

Retirement & Financial Advice Built for Educators

From your CalSTRS pension to your family's long-term protection, I provide the advisory services teachers and families need most — in one place, from someone who has been in your shoes.

403(b) & CalSTRS Retirement

Guidance on supplemental retirement savings and CalSTRS planning — including how to cut through the high-fee options your district may push and build a strategy that actually works for you.

Life Insurance

Protection planning for teachers and families — making sure your income, home, and loved ones are covered at every stage of your career and into retirement.

Living Trusts & Estate Planning

Revocable living trusts, wills, powers of attorney, and healthcare directives — so your family is protected and your wishes are clearly documented.

Need Tax Prep Too?

I also handle income tax preparation for teachers and school employees — educator deductions, pension income, and California-specific guidance, all under one roof.

Visit TeachersTaxes.com →

Why Teachers Choose Me

A Plan Built Around Your Pension, Not a Generic Portfolio

Year-Round Availability

Retirement and life decisions don't happen on a schedule. I'm available all year to help you navigate them, not just during open enrollment.

California-Specific Expertise

CalSTRS, district 403(b) vendors, and California-specific rules — I know the educator retirement picture in a way most advisors simply don't.

Straightforward, No-Pressure Guidance

You'll get an honest read on your options, including when doing nothing — or doing less — is the right call.

Virtual or In-Person

Based in Orange County, but serving teachers statewide. We can meet in person, over video, or handle everything by secure document upload.

About Bryan

A Former Teacher Who Understands Your World

I taught in Orange County from 1999 to 2004 before transitioning into tax and financial services. For more than 20 years I've helped teachers, school employees, and their families build financial security — with advice that's honest, clear, and built around how educators actually live and retire.

Tax Preparer — California (CTEC# A130702)

Life Insurance Licensed (CA Ins. #0E54574)

California Legal Document Assistant (OC LDA #294)

Former Orange County Educator, 1999–2004

Serving all of California — virtually & in-person

More About Bryan

Opens Bryan's full bio on bschurter.com in a new tab.

Get Started

Let's See If We're a Good Fit

I'd love to work with you — but I want to make sure we're the right match before we dive in. The best first step is a short New Client Questionnaire. It takes about 5–10 minutes and helps me understand your situation so I can give you real, personalized guidance from day one.

How It Works

Fill out the short questionnaire

Click the button below and complete the New Client Questionnaire. It takes about 5–10 minutes and helps me understand your situation and goals before we connect.

I'll review your answers personally

Once you submit, I review every questionnaire myself — no assistants, no automation. I'll follow up within 1–2 business days.

We'll decide together if it's a good fit

I'll let you know honestly whether I think I can help — and if so, walk you through exactly what next steps look like.

Get Started — Fill Out the Questionnaire

Have a quick question first? Send me an email or call (714) 442-2650.

Ready to Plan for What's Next?

Whether it's your CalSTRS benefit, your 403(b), life insurance, or your estate plan — let's talk about your financial future.

See If We're a Good Fit Send a Message

(714) 442-2650 · bryan@bschurter.com