National Retirement Planning Experts

National Coverage
Local Professionals

Compare 2-3 financial advisors near you
matched to your specific needs
Free match service |
No obligation to hire

Personalized advice for Portfolio
Size of 100K and above

FINRA/SEC Registered Advisors

Find Retirement Advisors for Retirement Planning in Calabasas, California

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

Finding the Best Retirement Planners in Calabasas, California

Last Updated - April 7, 2024

Calabasas has 11 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 8 non-vetted advisors in your local area. These retirement advisors in Calabasas, California have an average of 17 years of experience.

I want to start planning.
HELP ME FIND MY PLANNER

Your Information is Safe and Secure

List of Qualified Retirement Planning Advisors in Calabasas, California

advisor-photo
vector.svg VERIFIED

Ira Zito
CFP®, ChFC®
Financial Peak

Qualifications
CRD# 2621037
Firm CRD# 318061
Series 7, 9, 10, 63, 66

Minimum Assets Required
$50,000

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, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

advisor-photo

Qualifications
Firm CRD# 135281

Minimum Assets Required
Not Specified

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, Estate Planning & Trusts.

Compensation/Fee

Fee-Only

advisor-photo
vector.svg VERIFIED

Alano Massi
CFP®
Palm Capital Management

Qualifications
CRD# 6259423
Firm CRD# 151367
Series 65

Minimum Assets Required
$250,000

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

advisor-photo
vector.svg VERIFIED

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

Qualifications
CRD# 3000011
Firm CRD# 290208

Minimum Assets Required
Not Specified

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, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Not Specified

advisor-photo
vector.svg VERIFIED

Daniel Scott Johnson
CRPC®
Windfall Advisors

Qualifications
CRD# 5819978
Firm CRD# 309261
Series 7, 63, 65, 66

Minimum Assets Required
$250,000

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, Estate Planning & Trusts.

Compensation/Fee

Fee-Only, Based on Assets

advisor-photo
vector.svg VERIFIED

Michael Macauley
CFP®, CFA®
Signature Estate & Investment Advisors (SEIA)

Qualifications
CRD# 5714328
Firm CRD# 108163
Series 7, 63

Minimum Assets Required
$500,000

Advisory Services:

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

Compensation/Fee

Fee-Based, Based on Assets

advisor-photo
vector.svg VERIFIED

Michael Cannone
Westmount Partners

Qualifications
CRD# 4857126
Firm CRD# 158857
Series 65

Minimum Assets Required
$3,000,000

Advisory Services:

Financial Planning, Portfolio Management, 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.

Compensation/Fee

Fee-Only, Based on Assets

advisor-photo
vector.svg VERIFIED

Christian Johnson
CFP®
California Financial Partners

Qualifications
CRD# 5925386
Firm CRD# 6413
Series 7, 66

Minimum Assets Required
$250,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management.

Compensation/Fee

Fee-Based

advisor-photo
vector.svg VERIFIED

Roy Sherman
CFP®, CFA
Sherman Asset Management

Qualifications
CRD# 6312263
Firm CRD# 170861
Series 65

Minimum Assets Required
$0

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.

Compensation/Fee

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

advisor-photo
vector.svg VERIFIED

Nathan Wallace
Savvy Advisors Inc

Qualifications
CRD# 5646552
Firm CRD# 1111
Series 65

Minimum Assets Required
$250,000

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, Estate Planning & Trusts.

Compensation/Fee

Fee-Only, Hourly, Based on Assets

advisor-photo
vector.svg VERIFIED

Michael Lynch
Lynch Financial Advisors

Qualifications
CRD# 5062414
Firm CRD# 137094
Series 65

Minimum Assets Required
$0

Advisory Services:

Tax Advice and Services.

Compensation/Fee

Fee-Only, Flat Fee

Top 8 Retirement Planning firms in Calabasas, California (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
LINDBROOK CAPITAL, LLC
23975 Park Sorrento, Suite 230
Calabasas, CA, 91302
$2,968,250,317246810
A Percentage of AUM, Fixed Fees
2
MORTON WEALTH
27200 Agoura Road, Suite 200,
Calabasas, CA, 91301
$2,377,712,772342053
A Percentage of AUM, Fixed Fees
3
HEARTHSTONE INC., A CALIFORNIA CORPORATION
23975 Park Sorrento, Suite #220,
Calabasas, CA, 91302
$2,007,419,0001722
A Percentage of AUM, Fixed Fees, Performance Based, Other (% OF SALES REVENUE)
4
TRIAGEN WEALTH MANAGEMENT LLC
23801 Calabasas Road, Suite 1010
Calabasas, CA, 91302
$288,127,89211765
A Percentage of AUM, Fixed Fees
5
PLANNED ASSET MANAGEMENT
27001 Agoura Road, Suite 150,
Calabasas, CA, 91301-5104
$283,970,0002927
A Percentage of AUM, Hourly charges, Fixed Fees
6
ATALA FINANCIAL INC
23912 Aspen Way,
Calabasas, CA, 91302
$173,055,6421553
A Percentage of AUM, Hourly charges
7
KRANE FINANCIAL SOLUTIONS
23548 Calabasas Rd., Suite 207
Calabasas, CA, 91302
$171,744,9655133
A Percentage of AUM, Hourly charges, Fixed Fees
8
QUANTITATIVE STRATEGIES, INC.
27001 Agoura Road, Suite 150,
Calabasas, CA, 91301-5104
$137,863,8001912
A Percentage of AUM

Information on Top Retirement Planning firms in Calabasas, California

QualificationsFirm CRD# 155812

Assets Under Management $2,968,250,317

No. Of Clients2468

Clients Per Financial Advisor247

LINDBROOK CAPITAL, LLC is a financial advisory firm situated in Calabasas, California. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2468 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 141250

Assets Under Management $2,377,712,772

No. Of Clients3420

Clients Per Financial Advisor65

MORTON WEALTH is a financial advisory firm situated in Calabasas, California. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3420 clients. The team consists of 53 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 112226

Assets Under Management $2,007,419,000

No. Of Clients17

Clients Per Financial Advisor1

HEARTHSTONE INC., A CALIFORNIA CORPORATION is a financial advisory firm situated in Calabasas, California. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 17 clients. The team consists of 22 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based
  • Other (% OF SALES REVENUE)

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 308457

Assets Under Management $288,127,892

No. Of Clients1176

Clients Per Financial Advisor235

TRIAGEN WEALTH MANAGEMENT LLC is a financial advisory firm situated in Calabasas, California. With a nearly $288M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1176 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 105986

Assets Under Management $283,970,000

No. Of Clients292

Clients Per Financial Advisor42

PLANNED ASSET MANAGEMENT is a financial advisory firm situated in Calabasas, California. With a nearly $284M assets under management, the firm specializes in crafting personalized retirement planning solutions for 292 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 318371

Assets Under Management $173,055,642

No. Of Clients155

Clients Per Financial Advisor52

ATALA FINANCIAL INC is a financial advisory firm situated in Calabasas, California. With a nearly $173M assets under management, the firm specializes in crafting personalized retirement planning solutions for 155 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 153594

Assets Under Management $171,744,965

No. Of Clients513

Clients Per Financial Advisor171

KRANE FINANCIAL SOLUTIONS is a financial advisory firm situated in Calabasas, California. With a nearly $172M assets under management, the firm specializes in crafting personalized retirement planning solutions for 513 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 117908

Assets Under Management $137,863,800

No. Of Clients191

Clients Per Financial Advisor96

QUANTITATIVE STRATEGIES, INC. is a financial advisory firm situated in Calabasas, California. With a nearly $138M assets under management, the firm specializes in crafting personalized retirement planning solutions for 191 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Portfolio Management for Individuals
View Full Profile

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

Get Matched With Planners