California Dentist Guild

We have been helping dentists and their teams plan and save for retirement since 1966. Our not-for-profit corporate structure allows us to prioritize our clients by offering low-cost investments and retirement plans tailored for dental practices. We understand the unique financial needs of dental practices, which is why we offer a tailored Pooled Employer Plan with customizable retirement plans, institutional investment options, professional account management, and no hidden fees. With 59 years of experience, we have dedicated ourselves to providing our members with trustworthy service. Our mission is to help dentists and their teams join the 5% who retire comfortably, backed by nearly 60 years of experience. We have a team of experts, including our Chief Executive Officer, Elizabeth Clark, and our Retirement Program Support Specialist, Nicole Eppley Lynn, who have extensive experience in finance and investment advisory.

We are committed to helping our clients achieve their retirement goals and maintain their lifestyle in retirement. Our team is dedicated to providing personalized advice and guidance to our clients. We have a proven track record of success, with over $200 million in assets in our various retirement programs and 600+ dentists and their team members who have entrusted us with their retirement. We are proud of our reputation for providing excellent service and look forward to continuing to help dentists and their teams achieve their retirement goals.