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Find Retirement Advisors 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 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.

Finding the Best Retirement Planners in California

Last Updated - October 7, 2026

California has 38 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and non-vetted advisors in your local area. These retirement advisors in California have an average of 24 years of experience.

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List of Qualified Retirement Planning Advisors in California

VERIFIED

Alano Massi
CFP^®
Palm Capital Management

Qualifications
CRD# 6259423
Firm CRD# 151367
Series 65

Minimum Assets Required
$250,000

Address

23622 Calabasas Road, Suite 102,
Calabasas, CA 91302 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor

VERIFIED

Alec P. Tuckman
CRC^®, AIF^®, ChFC^®
Wealth Management Partners of Los Angeles, Inc.

Qualifications
CRD# 6770924
Firm CRD# 306780
Series 65

Minimum Assets Required
$100,000

Address

15760 Ventura Boulevard,
Suite 700,
Encino, CA 91436 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Hourly, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Andrew Chabot
MBA, CFP^®
Rancho Wealth Management

Qualifications
CRD# 4622383
Firm CRD# 10205
Series 6, 7, 24, 26, 63, 65

Minimum Assets Required
$100,000

Address

4370 La Jolla Village Dr,
Suite 400,
San Diego, CA 92122 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

David Bobrowsky
CFP^®, CLU^®, Chartered SRI Counselor, ChFC^®
Gateway Financial Advisors, Inc.

Qualifications
CRD# 4261724
Firm CRD# 39543
Series 7, 66

Minimum Assets Required
$500,000

Address

1990 N California Blvd, 8th floor,
Suite #867,
Walnut Creek, CA 94596 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Hourly, Commissions, Based on Assets

Find An Advisor

VERIFIED

Commonwealth Financial Network
ChFC^®

Qualifications
CRD# 1934091
Firm CRD# 8032
Series 7, 63

Minimum Assets Required
Not Specified

Address

4040 Civic Center Drive,
Suite 200,
San Rafael, CA 94903 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Ira Zito
CFP^®, ChFC^®
Financial Peak

Qualifications
CRD# 2621037
Firm CRD# 318061

Minimum Assets Required
$50,000

Address

30700 Russell Ranch Rd,
Suite 250,
Westlake Village, CA 91362 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Jarret Rodriguez
CIMA^®, ChFC^®
Homestead Wealth Management

Qualifications
CRD# 4977996
Firm CRD# 6413
Series 7, 63, 66

Minimum Assets Required
Not Specified

Address

413 East Foothill Boulevard, Suite 100,
San Dimas, CA 91773 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Financial Advice & Consulting, Investment Advice & Management

Compensation/Fee

Fee-Based, Hourly, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Jerry Slusiewicz
Pacific Financial Planners

Qualifications
CRD# 1739938
Firm CRD# 132314
Series 7, 63, 65

Minimum Assets Required
$100,000

Address

30131 Town Center Drive, Suite 105,
Laguna Niguel, CA 92677 See Details

Advisory Services:

Portfolio Management, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals

Compensation/Fee

Not Specified

Find An Advisor

VERIFIED

John Cordeiro
Vintage Wealth Advisors

Qualifications
CRD# 2319931
Firm CRD# 151298
Series 7, 63, 65

Minimum Assets Required
Not Specified

Address

513 Lincoln Avenue,
Napa, CA 94558 See Details

Advisory Services:

Compensation/Fee

Fee-Based

Find An Advisor

VERIFIED

Wealthcare Advisory Partners DBA Gunn Financial Associates
CEPA^®, CFP^®

Qualifications
CRD# 5326196
Firm CRD# 171976

Minimum Assets Required
$1,000,000

Address

1010 S El Camino Real, Suite 203,
San Clemente, CA 92672 See Details

Advisory Services:

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

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

Qualifications
CRD# 3000011
Firm CRD# 290208

Minimum Assets Required
Not Specified

Address

100 Wilshire Blvd,
Suite 700,
Santa Monica, CA 90401 See Details

Advisory Services:

Compensation/Fee

Not Specified

Find An Advisor

VERIFIED

Hetal Saki
MBA, CFP^®
Saaga Wealth Planning,

Qualifications
CRD# 5403110
Firm CRD# 341789
Series 7

Minimum Assets Required
$300,000

Address

Virtual,
Fremont, CA 94555 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts

Compensation/Fee

Fee-Only, Hourly, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Matthew Pixa
CFP^®
My Portfolio Guide, LLC

Qualifications
CRD# 2484827
Firm CRD# 153188
Series 65

Minimum Assets Required
$500,000

Address

3020 Old Ranch Parkway,
Suite 300,
Seal Beach, CA 90740 See Details

Advisory Services:

Compensation/Fee

Fee-Only, Hourly, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Parker O'Sullivan
CRPS^®
Farther Finance, LLC

Qualifications
CRD# 5923601
Firm CRD# 302050
Series 7, 63, 65

Minimum Assets Required
$500,000+

Address

600 Moraga Rd,
Moraga, CA 94556 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Wade W. Slome
CFP^®, CFA^®
Sidoxia Capital Management, Llc

Qualifications
CRD# 2570384
Firm CRD# 145969

Minimum Assets Required
$250,000

Address

2901 W. Coast Highway,
Suite 200,
Newport Beach, CA 92663 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

David Miller
CFP^®, CLU^®
Ocean View Financial

Qualifications
CRD# 5560057
Firm CRD# 2881

Minimum Assets Required
Not Specified

Address

4250 Executive Sq Ste 400,
La Jolla, CA 92037 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Estate Planning & Trusts

Compensation/Fee

Not Specified

Find An Advisor

VERIFIED

Longevity Wealth Management
CFP^®

Qualifications
CRD# 1652803
Firm CRD# 320720
Series 6, 63

Minimum Assets Required
$500,000

Address

925 Ygnacio Valley Rd, Suite 201,,
Walnut Creek, CA 94598 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Commissions, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Serena Kim
Prudential

Qualifications
CRD# 6379220
Firm CRD# 8733
Series 6, 7, 63, 65

Minimum Assets Required
Not Specified

Address

2173 Salk Ave,
Suite 250 #42,
Carlsbad, CA 92008 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Based

Find An Advisor

VERIFIED

Pasadena Private Wealth
CPWA^®

Qualifications
CRD# 2835991
Firm CRD# 295178
Series 65

Minimum Assets Required
$500,000

Address

9900 Research Drive,
2 N. Lake Ave, Suite 520,
Pasadena, CA 91101 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts

Compensation/Fee

Fee-Based, Hourly, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Dash Investments

Qualifications
Firm CRD# 135281

Minimum Assets Required
Not Specified

Address

21600 Oxnard Street Ste 1755,
Woodland Hills, CA 91367 See Details

Advisory Services:

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

MC Financial Partners

Qualifications
Firm CRD# 6413
Series 7, 66

Minimum Assets Required
$25,000

Address

1855 Gateway Blvd,
Ste 570,
Concord, CA 94520 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Pure Financial Advisors, LLC

Qualifications
Firm CRD# 144316

Minimum Assets Required
Not Specified

Address

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Pure Financial Advisors, LLC

Qualifications
Firm CRD# 144316

Minimum Assets Required
Not Specified

Address

3131 Camino del Rio N,
Suite 1550,
San Diego, CA 92108 See Details

Advisory Services:

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Sonoma Wealth Advisors

Qualifications
Firm CRD# 305614

Minimum Assets Required
$500,000

Address

539 Broadway,
Sonoma, CA 95476 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Stratos Private Wealth

Qualifications
Firm CRD# 153184

Minimum Assets Required
Not Specified

Address

12348 High Bluff Drive,
Suite 200,
San Diego, CA 92130 See Details

Advisory Services:

Financial Planning, Portfolio Management, Financial Planning for Individuals, Financial Planning for Businesses

Compensation/Fee

Based on Assets

Find An Advisor

VERIFIED

Trilogy Financial

Qualifications
Firm CRD# 281597

Minimum Assets Required
Not Specified

Address

2601 Main Street,
Suite 100,
Irvine, CA 92614 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based

Find An Advisor

VERIFIED

Mission Wealth Management, LP

Qualifications
Firm CRD# 113057

Minimum Assets Required
Not Specified

Address

1111 Chapala St.,
3rd Floor,
Santa Barbara, CA 93101 See Details

Advisory Services:

Financial Planning, Retirement Planning, Wealth Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts

Compensation/Fee

Not Specified

Find An Advisor

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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