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Find Retirement Advisors for Retirement Planning in Encinitas, 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 Encinitas, California

Last Updated - April 25, 2025

Encinitas has 9 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 4 non-vetted advisors in your local area. These retirement advisors in Encinitas, California have an average of 12 years of experience.

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List of Qualified Retirement Planning Advisors in Encinitas, California

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# 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
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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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advisor
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Erick Conway
CFP®
Strong Valley Wealth & Pension

Qualifications
CRD# 5621699
Firm CRD# 284656

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, Estate Planning & Trusts, Insurance Products & Annuities

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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Robert Gloss
Prudential

Qualifications
CRD# 7132490
Firm CRD# 8733
Series 7, 55, 66

Minimum Assets Required
$0

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, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Based on Assets

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advisor
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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

Advisory Services:

Not Specified

Compensation/Fee

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

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Top 4 Retirement Planning firms in Encinitas, California (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

662 Encinitas Blvd, Ste 250
Encinitas, CA, 92024
$1,139,916,747914
A percentage of AUM, Fixed fees, Performance Based
2

1106 2nd Street, Suite 102
Encinitas, CA, 92024
$399,221,544122915
A percentage of AUM, Hourly charges, Fixed fees
3

280 N Coast Highway 101,
Encinitas, CA, 92024
$202,951,9954414
A percentage of AUM, Hourly charges, Fixed fees
4

533 Second Street, Suite 207,
Encinitas, CA, 92024
$105,000,000844
A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Encinitas, California

QualificationsFirm CRD# 297613

Assets Under Management $1,139,916,747

No. Of Clients9

Clients Per Financial Advisor1

SWEETWATER PRIVATE EQUITY is a financial advisory firm situated in Encinitas, California. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 9 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based

Financial Planning Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 290289

Assets Under Management $399,221,544

No. Of Clients1229

Clients Per Financial Advisor82

ROOT FINANCIAL PARTNERS is a financial advisory firm situated in Encinitas, California. With a nearly $399M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1229 clients. The team consists of 15 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
  • Pesnsion consulting services
  • Selection for other advisors
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QualificationsFirm CRD# 305121

Assets Under Management $202,951,995

No. Of Clients441

Clients Per Financial Advisor110

COOPER CAPITAL GROUP is a financial advisory firm situated in Encinitas, California. With a nearly $203M assets under management, the firm specializes in crafting personalized retirement planning solutions for 441 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
  • Pesnsion consulting services
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 175289

Assets Under Management $105,000,000

No. Of Clients84

Clients Per Financial Advisor21

STONE STEPS FINANCIAL, LLC is a financial advisory firm situated in Encinitas, California. With a nearly $105M assets under management, the firm specializes in crafting personalized retirement planning solutions for 84 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
  • Pesnsion consulting services
View Full Profile

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