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    Catalina Structured Funding

    3.0 (16 reviews)
    Open 10:00 am - 7:00 pm

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    8 years ago

    Very happy with these guys. They're not only professional, but also very knowledge and act quickly. They were a huge help. Thanks CSF!!

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    Ask the Community - Catalina Structured Funding

    I was told you do lump sum in exchange for life contingent payments as well, is this true? How many years do you normally purchase?

    Yes, we specialize in life-contingent payments! The number of years we are able to purchase depends on age and other factors. We would be happy to provide you with a free quote. Call us at 877-434-3880!

    Does Catalina offer cash advances?

    Yes, we do!

    View All 3 Questions

    Review Highlights - Catalina Structured Funding

    He is so dedicated to the client and wants to make sure you get the absolute most money as possible for your annuity.

    Mentioned in 4 reviews

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    Gerber Kawasaki Wealth & Investment Management

    Gerber Kawasaki Wealth & Investment Management

    (248 reviews)

    Robby has been my advisor for about 5 years now, and I love him. He's very patient in explaining…read morefinance and investing in simple terms (I'm a creative and numbers are not my thing lol) and thoroughly answers my questions. All my accounts have grown consistently each year, more than if I had just let my retirement accounts sit on their own. Robby takes the time to stay in touch and schedule periodic catch-up calls to check in on any major changes to my finances that could lead to better investments. As I plan to start my own business, Robby has been the person I trust to guide me on how best to save and manage my money for that move. I happily recommend Robby to anyone looking to grow their money, especially those who are not numbers people like me. Thank you, Robby!

    A friend referred me to GK several years ago, and I was fortunate enough to be paired with Robby…read moreLewis. He has been nothing short of amazing to work with as my financial advisor. From the very beginning, I've always felt heard, supported, and genuinely looked out for. Robby takes the time to understand my goals--not just financially, but what I'm ultimately trying to build for my future--and I truly value the guidance and perspective he brings to every conversation. The greatest compliment I can give is that I trust him enough to have my son working with him as well, and I've happily referred friends and family to him over the years. If you're looking for a financial advisor who is knowledgeable, attentive, personable, and genuinely invested in helping you succeed, I can't recommend Robby at GK highly enough!

    Catalina Structured Funding - financialservices - Updated September 2026

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