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Find Retirement Advisors for Retirement Planning in Dana Point, 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 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 registration checks. 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 Dana Point, California

Last Updated - April 25, 2025

Dana Point has 16 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 2 non-vetted advisors in your local area. These retirement advisors in Dana Point, California have an average of 26 years of experience.

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List of Qualified Retirement Planning Advisors in Dana Point, California

advisor
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Jerry Slusiewicz
Pacific Financial Planners

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

Minimum Assets Required
$100,000

Advisory Services:

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

Compensation/Fee

Not Specified

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advisor
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Ryan Gunn, CFP®
CEPA®, CFP®
Wealthcare Advisory Partners DBA Gunn Financial Associates

Qualifications
CRD# 5326196
Firm CRD# 171976

Minimum Assets Required
$1,000,000

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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

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Serena Kim
Prudential

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

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Based

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Jarret Rodriguez-Conklin
CIMA®, ChFC®
Homestead Wealth Management

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

Minimum Assets Required
Not Specified

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

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advisor
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Homestead Wealth Management
CIMA®, AIF®, ChFC®

Qualifications
Firm CRD# 6413
Series 7, 63, 65, 66

Minimum Assets Required
$250,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Insurance Products & Annuities

Compensation/Fee

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

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advisor

Qualifications
Firm CRD# 153184

Minimum Assets Required
Not Specified

Advisory Services:

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

Compensation/Fee

Based on Assets

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor

Qualifications
CRD# 2835991
Firm CRD# 295178
Series 65

Minimum Assets Required
$500,000

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

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor

Qualifications
Firm CRD# 144316

Minimum Assets Required
Not Specified

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

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advisor
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X Advisors, LLC
CFP®

Qualifications
Firm CRD# 315838
Series 7, 24, 63, 65, 66

Minimum Assets Required
$100,000

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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Based on Assets

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advisor

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, Based on Assets

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Top 2 Retirement Planning firms in Dana Point, California (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

24901 Dana Point Harbor Drive, Suite 200
Dana Point, CA, 92629
$319,909,0894464
A percentage of AUM, Hourly charges, Fixed fees
2

24941 Dana Point Harbor Drive, Suite C210
Dana Point, CA, 92629
$245,444,1406575
A percentage of AUM, Hourly charges, Fixed fees, Performance Based

Information on Top Retirement Planning firms in Dana Point, California

QualificationsFirm CRD# 137070

Assets Under Management $319,909,089

No. Of Clients446

Clients Per Financial Advisor112

OPTIVEST, INC. is a financial advisory firm situated in Dana Point, California. With a nearly $320M assets under management, the firm specializes in crafting personalized retirement planning solutions for 446 clients. The team consists of 4 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 services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
  • Other (FAMILY OFFICE SERVICES AND CONSULTATIVE AND CONCIERGE SERVICES)
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QualificationsFirm CRD# 164405

Assets Under Management $245,444,140

No. Of Clients657

Clients Per Financial Advisor131

THE CLARK GROUP ASSET MANAGEMENT is a financial advisory firm situated in Dana Point, California. With a nearly $245M assets under management, the firm specializes in crafting personalized retirement planning solutions for 657 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
  • Hourly charges
  • Fixed fees
  • Performance Based

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Other (FINANCIAL ANALYSIS, NEWSLETTERS AND SEMINARS FOR EXISTING AND POTENTIAL CLIENTS)
View Full Profile

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