<< BACK TO TEAM PAGE
D. Paul Kalra, CFP, ChFC, CLU, CSA
Investment Adviser Representative
OFFICE: 949-215-7880

MOBILE: 949-910-8019

TOLL-FREE: 800-677-5001

FAX: 949-215-7890


SERVICE AREA:
California
OFFICE LOCATION
22942 El Toro Road
Lake Forest, CA 92630


HOURS
M - F: 8:30 am to 5:00 pm
Evenings and weekends: By appointment
CONNECT WITH ME:
Welcome

Signature America Financial Services is an independent financial planning firm located in the central part of Orange County, CA. It was founded by D. Paul Kalra after a career with John Hancock Financial Services. As an independent financial planning firm, we are not under any pressure from a parent company to "sell, sell, sell" its products. Retirement planning is not a quick process. Making decisions for the "rest of your life’s money" takes precise and careful planning.

Areas of Focus
  • Investment Planning and best strategies for Safety and Growth
  • Retirement Planning
  • Guidance on how to maximize Your Social Security
  • 401(k) Rollovers
  • Health Care and Long Term Care planning
  • Guidance on best estate planning tools such as Dynasty Trusts for asset protection
  • Life Insurance and Annuities

 

Royal Fund Management Office
MARKETWATCH
REQUEST CONTACT

Yes, I would like D. Paul Kalra to contact me.

*All Fields Required


Notice: Undefined variable: first_nameError in /home/royalfun/public_html/wp-content/themes/rfm/iar-request-contact-form.php on line 278

Notice: Undefined variable: iar_nameError in /home/royalfun/public_html/wp-content/themes/rfm/iar-request-contact-form.php on line 287

Notice: Undefined variable: street_addressError in /home/royalfun/public_html/wp-content/themes/rfm/iar-request-contact-form.php on line 298

Notice: Undefined variable: cityError in /home/royalfun/public_html/wp-content/themes/rfm/iar-request-contact-form.php on line 309

Notice: Undefined variable: stateError in /home/royalfun/public_html/wp-content/themes/rfm/iar-request-contact-form.php on line 372

Notice: Undefined variable: zipError in /home/royalfun/public_html/wp-content/themes/rfm/iar-request-contact-form.php on line 381

Notice: Undefined variable: emailError in /home/royalfun/public_html/wp-content/themes/rfm/iar-request-contact-form.php on line 392

Notice: Undefined variable: phoneError in /home/royalfun/public_html/wp-content/themes/rfm/iar-request-contact-form.php on line 401

Notice: Undefined variable: special_notesError in /home/royalfun/public_html/wp-content/themes/rfm/iar-request-contact-form.php on line 441

We respect your privacy. By submitting the information above, you consent to Royal Fund Management using the information you provide only to communicate with you and to provide information about our services.

By meeting, you're under no obligation to purchase products and services from Royal Fund Management, LLC.