Find Retirement Planners for Retirement Planning in California

While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and can seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:

1. Is it the right time to retire?

2. Will I be able to lead a decent lifestyle with my current savings?

3. How much money should I withdraw from my investments so that I have enough money left in my account?

4. How to handle my 401k rollover and IRA?

A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.

Among the top retirement financial planners in California, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.

List of Qualified Retirement Planners in California

Aaron Buczek

Creative Planning

12760 High Bluff Drive #210

San Diego, CA 92130
(858) 2296473

Ajay Gupta

Creative Planning

12760 High Bluff Drive #210

San Diego, CA 92130
(858) 3695345

Andrew Fuller

Creative Planning

2030 Main Street

Irvine, CA 92614
(949) 3449751

Andy Medina

Creative Planning

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Los Angeles, CA 90069
(310) 4834311

Branden Frazier

Creative Planning

12760 High Bluff Drive #210

San Diego, CA 92130
(858) 3695341

Brian Chang

Creative Planning

2030 Main Street

Irvine, CA 92614
(213) 2198464

Brian Krause

Creative Planning

12760 High Bluff Drive #210

San Diego, CA 92130
(858) 3695347

Charles Webb

Creative Planning

12760 High Bluff Drive #210

San Diego, CA 92130
(858) 2292538

Chris Muniz

Creative Planning

12760 High Bluff Drive #210

San Diego, CA 92130
(858) 3695358

Cindy Sforza

Creative Planning

2030 Main Street

Irvine, CA 92614
(949) 5560272

Darren Kalb

Creative Planning

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El Dorado Hills, CA 94109
(415) 3142436

David Kim

Vision Capital Investment Management

3450 Geary Blvd, Ste 203

San Francisco, CA 94118
(800) 3668700

Jack Zboralske

Pinnacle Asset Management

2271 Lava Ridge Ct. STE 200

Roseville, CA 95661
(916) 7720807

James Pak

Creative Planning

4364 Town Center Blvd. Suite 213

El Dorado Hills, CA 95762
(916) 5008423

James Peters

Centaurus Financial

18662 Macarthur Blvd
Suite 200

Irvine, CA 92612
(949) 6313840

Jason Guehl

Creative Planning

2121 N. California Blvd. Suite 203

Walnut Creek, CA 94596
(925) 7832232

Jason Phan

Creative Planning

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Pasadena, CA 91754
(626) 4079125

Jeff Ellena

Creative Planning

12760 High Bluff Drive #210

San Diego, CA 92130
(858) 3695343

Jeff McCulloch

Creative Planning

12760 High Bluff Drive #210

San Diego, CA 92130
(858) 3695351

Jeff White

Creative Planning

2121 N. California Blvd. Suite 203

Walnut Creek, CA 94596
(925) 7836224

Jesse Espinoza

Creative Planning

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Palm Desert, CA 92883
(951) 8094726

Jessica Roks

Creative Planning

2030 Main Street

Irvine, CA 92614
(714) 8520022

Kathleen Davis

Creative Planning

12760 High Bluff Drive #210

San Diego, CA 92130
(858) 3695349

Kerby Woo

Creative Planning

900 E. Hamilton Ave. Suite 238 mail to Suite 100

Campbell, CA 95008
(408) 8578322

Luke Seiderman

Creative Planning

2121 N. California Blvd. Suite 203

Walnut Creek, CA 94596
(925) 7272289

Mark Keyser

Creative Planning

900 E. Hamilton Ave. Suite 238 mail to Suite 100

Campbell, CA 95008
(630) 4224999

Matt Phillips

Creative Planning

12760 High Bluff Drive #210

San Diego, CA 92130
(626) 8254827

Michael Amash

Westmount Asset Management

2049 Century Park East
Suite 2500

Los Angeles, CA 90067
(310) 5562502

Mike Batista

Creative Planning

12760 High Bluff Drive #210

San Diego, CA 92130
(619) 9296896

Mike Nemzek

Creative Planning

2030 Main Street

Irvine, CA 92614
(949) 2445734

Peter Lauer

Creative Planning

15303 Ventura Blvd. Suite 925

Sherman Oaks, CA 91403
(310) 8925688

Phil Ricasata

Creative Planning

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Santa Barbara, CA 93004
(805) 4597975

Phillip Attebery

Creative Planning

12760 High Bluff Drive #210

San Diego, CA 92130
(858) 3695357

Randy Morse

Creative Planning

---

San Francisco, CA 94010
(650) 4410349

Rollan Dizon

Creative Planning

900 E. Hamilton Ave. Suite 238 mail to Suite 100

Campbell, CA 95008
(408) 7479133

Ryan Hook

Creative Planning

2030 Main Street

Irvine, CA 92614
(714) 5817955

Ryan Maroney

Creative Planning

2030 Main Street

Irvine, CA 92614
(949) 3977695

Tamara Lowenberg

Creative Planning

4364 Town Center Blvd. Suite 213

El Dorado Hills, CA 95762
(916) 5172730

Tammy Trenta

Creative Planning

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Orange County, CA 90266
(310) 5695971

Zain Griffith

Dash Investments

21600 Oxnard Street
Ste.1755

Woodland Hills, CA 91367
(415) 7489181

Zain Griffith

Dash Investments

21600 Oxnard Street Ste 1755

Woodland Hills, CA 91367
(415) 7489181

Zain Griffith

Dash Investments

21600 Oxnard Street
Ste.1755

Woodland Hills, CA 91367
(415) 7489181

Lance Blount

Edelman Financial Engines, LLC

600 Anton Blvd
Suite 1750

Costa Mesa, CA 92626
(626) 7682972

Tom Mosley

AE Wealth Management, LLC

2401 E Katella Ave Suite 270 Anaheim, CA 92806
14726 Ramona Avenue Suite 108 Chino, CA

Anaheim, CA 92806
(714) 4214288

Tami Simpson

Wealth Financial Group West, Inc.

650 Town Center Dr #920

Costa Mesa, CA 92626
(714) 6174394

Simon Reeves

TideRock Financial

30 Enterprise, Suite #190

Aliso Viejo, CA 92656
(877) 4333665

Ryan Gunn, CFP^®

Gunn Financial Associates

2122 S. El Camino Real, Suite B

San Clemente, CA 92672
(888) 9025999

Rodd Miller, CFP^®

Miller Wealth Management

1901 Camino Vida Roble
Suite 112

Carlsbad, CA 92008
(760) 8564428

Elevate Capital

Investment Management

One Embarcadero Center
Suite 400

San Francisco, CA 94111
(415) 6694477

Paul Taghibagi, CFP^®

Signature Estate & Investment Advisors, LLC

2121 Avenue of the Stars
Suite 1600

Los Angeles, CA 90067
(310) 7122323

Niagara Credit Income Fund

Lateral Investment Management

400 S El Camino Real
Suite 1100

San Mateo, CA 94402
(650) 3962200

Samuel Adams

RTA & Associates Financial Services, Inc

701 N. Brand Blvd.

Glendale, CA 91203
(800) 5705711

Michael Harris

TriVant Custom Portfolio Group, LLC

600 West Broadway, Suite 225

San Diego, CA 92101
(619) 2863930

Matthew Pixa

My Portfolio Guide

3020 Old Ranch Parkway
Suite 300

Seal Beach, CA 90740
(562) 7995595

Marc Lieberman

Shorepine Wealth Management

1610 Tiburon Boulevard Suite 202

Belvedere Tiburon, CA 94920
(415) 8883954

Copley Financial Group

Copley Financial Group, Inc.

Copley Financial Group 2650 Camino Del Rio North, Ste 350

San Diego, CA 92108
(619) 2946008

Corey Fast

Edelman Financial Engines, LLC

2400 E. Katella Ave.
Suite 410

Anaheim, CA 92806
(714) 8481837

John Borger

Royal American Financial Advisors, LLC

27192 Newport Rd., Suite 4

Menifee, CA 92584
(951) 6792065

Jerry Slusiewicz

Pacific Financial Planners

30131 Town Center Drive, Suite 105

Laguna Niguel, CA 92677
(949) 2190692

Benjamin Bowen

Edelman Financial Engines, LLC

12680 High Bluff Drive,
Suite 250

San Diego, CA 92130
(858) 3454250

Kurt Jackson, CFP^®,C(k)P^®,AIF^®,CRPS^®

Central Coast Wealth Management

1104 Palm St

San Luis Obispo, CA 93401
(805) 4390371

Andrew Eddy AIF^®, ChFC^®, CLU^®, CFP^®

Eddy Financial, LLC

100 Wilshire Blvd
Suite 700

Santa Monica, CA 90401
(310) 4513339

Mallory Dinis

Edelman Financial Engines, LLC

4301 Hacienda Drive, Suite 100

Pleasanton, CA 94588
(925) 6604722

Russell L Fox, CFP^®, CLU^®, ChFC^®
CERTIFIED FINANCIAL PLANNER^® Practitioner

Skeels & Fox Wealth Management

300 E. Esplanade Dr. #1800

Oxnard, CA 93036
(805) 4855555

Rachel Vivian

Edelman Financial Engines, LLC

21550 Oxnard Street
Suite 950

Woodland Hills, CA 91367
(424) 9037480

Jennifer Staben

Edelman Financial Engines, LLC

9245 Laguna Springs Drive Suite 200

Elk Grove, CA 95758
(916) 8949999

Jennifer Staben

Edelman Financial Engines, LLC

12901 Douglas Blvd Suite 250

Roseville, CA 95661
(916) 8949999

Mark Palmer

Edelman Financial Engines, LLC

2175 North California Boulevard
Suite 800

Walnut Creek, CA 94596
(925) 9625823

Kerry Lee

Edelman Financial Engines, LLC

4040 Civic Center Drive
Suite 200

San Rafael, CA 94903
(415) 7415936

Brian Holmes, MS, CFP^®, CMFC, AIF^®

Signature Estate & Investment Advisors, LLC

2121 Avenue of the Stars
Suite 1600

Los Angeles, CA 90067
(310) 7122327

Hans Reese, CFP^®

New Stage Investment Group®

1900 S Norfolk St, Ste 350

San Mateo, CA 94403
(650) 4580312

George Salter II, JD, MBA, CFP^®

Blossom Wealth Management, LLC

PO Box 125

Alamo, CA 94507
(925) 8339999

Eric Pritz, CFP^®

Signature Estate & Investment Advisors

1848 S. Elena Avenue
Suite 100

Redondo Beach, CA 90277
(310) 7122349

David Bobrowsky, CFP^®

David Bobrowsky, CFP®

1261 Locust St.
Suite #60

Walnut Creek, CA 94596
(925) 3220799

Jay Miars, CFP^®

AZCA Financial Group, LLC

2888 Loker Avenue East
Suite 204

Carlsbad, CA 92010
(760) 6031212

William Callahan

Callahan Financial Planning Company

851 Irwin St Ste 201A

San Rafael, CA 94901
(415) 7958600

Sasha Shteyn

Edelman Financial Engines, LLC

150 South Los Robles Avenue
Suite 880

Pasadena, CA 91101
(626) 7885025

Joe Azzopardi

Edelman Financial Engines, LLC

21515 Hawthorne Blvd
Suite 580

Torrance, CA 90503
(424) 9037481

Robert Choy

Edelman Financial Engines, LLC

3945 Freedom Circle, Suite 950

Santa Clara, CA 95054
(408) 9163915

Kushal Shah, CRPC ^®

Davinci Capital Partners

3788 Calle Posadas

Newbury Park, CA 91320
(805) 3417104

Andrew Chabot MBA, CFP^®

Andrew Chabot, MBA, CFP®

11810 Sebastian Way Suite 105

Rancho Cucamonga, CA 91730
(909) 9355555

Alano Massi, MBA, CFP^®

Palm Capital Management

2945 Townsgate Road Suite 200

Westlake Village, CA 91361
(805) 7272000

Personal Capital

Personal Capital Advisors Corporation

250 Montgomery Street
Suite 700

San Francisco, CA 94104
(650) 5561310

Personal Capital

Personal Capital Advisors Corporation

250 Montgomery Street
Suite 700

San Francisco, CA 94104
(650) 5561310

Personal Capital

Personal Capital Advisors Corporation

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Los Angeles, CA 90012
(650) 5561310

Personal Capital

Personal Capital Advisors Corporation

3 Lagoon Drive
Suite 200

Redwood City, CA 94065
(650) 5561310

John Lohrenz

JKL Wealth Management

731 South Hwy 101 ste 2k
Suite 2k

Solana Beach, CA 92075
(858) 5351705

List of Additional Retirement Planners in California*

* Additional advisor listing is provided in partnership with Yext