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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 18, 2024Calabasas 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.
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List of Qualified Retirement Planning Advisors in Calabasas, California
VERIFIEDIra 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
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
VERIFIEDAlano 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
VERIFIEDAndrew 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
VERIFIEDDaniel 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
VERIFIEDMichael 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
VERIFIEDMichael 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
VERIFIEDChristian 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
VERIFIEDRoy 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
VERIFIEDNathan 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
VERIFIEDMichael 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
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Top 8 Retirement Planning firms in Calabasas, California (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | LINDBROOK CAPITAL, LLC 23975 Park Sorrento, Suite 230 Calabasas, CA, 91302 | $2,968,250,317 | 2468 | 10 | A Percentage of AUM, Fixed Fees |
| 2 | MORTON WEALTH 27200 Agoura Road, Suite 200, Calabasas, CA, 91301 | $2,377,712,772 | 3420 | 53 | A Percentage of AUM, Fixed Fees |
| 3 | HEARTHSTONE INC., A CALIFORNIA CORPORATION 23975 Park Sorrento, Suite #220, Calabasas, CA, 91302 | $2,007,419,000 | 17 | 22 | 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 | $288,127,892 | 1176 | 5 | A Percentage of AUM, Fixed Fees |
| 5 | PLANNED ASSET MANAGEMENT 27001 Agoura Road, Suite 150, Calabasas, CA, 91301-5104 | $283,970,000 | 292 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 6 | ATALA FINANCIAL INC 23912 Aspen Way, Calabasas, CA, 91302 | $173,055,642 | 155 | 3 | A Percentage of AUM, Hourly charges |
| 7 | KRANE FINANCIAL SOLUTIONS 23548 Calabasas Rd., Suite 207 Calabasas, CA, 91302 | $171,744,965 | 513 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 8 | QUANTITATIVE STRATEGIES, INC. 27001 Agoura Road, Suite 150, Calabasas, CA, 91301-5104 | $137,863,800 | 191 | 2 | 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
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
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
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
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
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
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
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
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Looking for more choices? Use our free match service to compare retirement planners serving your area.