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

Last Updated - March 22, 2024

Encino has 11 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 6 non-vetted advisors in your local area. These retirement advisors in Encino, California have an average of 17 years of experience.

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List of Qualified Retirement Planning Advisors in Encino, California

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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

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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

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Alano Massi
CFP®
Palm Capital Management

Qualifications
CRD# 6259423
Firm CRD# 151367
Series 65

Minimum Assets Required
Not Specified

Advisory Services:

Financial Advice & Consulting.

Compensation/Fee

Fee-Based

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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

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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

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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

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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

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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

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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

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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

Top 6 Retirement Planning firms in Encino, California (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
SB CAPITAL MANAGEMENT, INC.
6345 Balboa Blvd., Building 4, Suite 375
Encino, CA, 91316
$982,749,13513156
A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based, Other (ADVISORY REFERRAL FEES)
2
NAVALIGN, LLC
15910 Ventura Blvd, Suite 1605
Encino, CA, 91436
$438,656,19515168
A Percentage of AUM, Hourly charges, Fixed Fees
3
HAMILTON WEALTH, LLC
16000 Ventura Boulevard, Suite 610
Encino, CA, 91436
$368,364,6867875
A Percentage of AUM
4
PORTFOLIO DESIGN LABS, LLC
15760 Ventura Blvd, Suite 1700
Encino, CA, 91436
$178,453,2672094
A Percentage of AUM, Performance Based
5
WILLNER & HELLER LLC
15760 Ventura Blvd, Suite 2026
Encino, CA, 91436
$118,727,4743802
A Percentage of AUM
6
GOODSTEIN WEALTH MANAGEMENT LLC
15760 Ventura Blvd., Suite 1520,
Encino, CA, 91436
$100,571,6584162
A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Encino, California

QualificationsFirm CRD# 126826

Assets Under Management $982,749,135

No. Of Clients1315

Clients Per Financial Advisor219

SB CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Encino, California. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1315 clients. The team consists of 6 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
  • Other (ADVISORY REFERRAL FEES)

Financial Planning Services

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

QualificationsFirm CRD# 119919

Assets Under Management $438,656,195

No. Of Clients1516

Clients Per Financial Advisor190

NAVALIGN, LLC is a financial advisory firm situated in Encino, California. With a nearly $439M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1516 clients. The team consists of 8 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
  • Portfolio Management for Business
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 289462

Assets Under Management $368,364,686

No. Of Clients787

Clients Per Financial Advisor157

HAMILTON WEALTH, LLC is a financial advisory firm situated in Encino, California. With a nearly $368M assets under management, the firm specializes in crafting personalized retirement planning solutions for 787 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

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 318127

Assets Under Management $178,453,267

No. Of Clients209

Clients Per Financial Advisor52

PORTFOLIO DESIGN LABS, LLC is a financial advisory firm situated in Encino, California. With a nearly $178M assets under management, the firm specializes in crafting personalized retirement planning solutions for 209 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
  • Performance Based

Financial Planning Services

  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 135406

Assets Under Management $118,727,474

No. Of Clients380

Clients Per Financial Advisor190

WILLNER & HELLER LLC is a financial advisory firm situated in Encino, California. With a nearly $119M assets under management, the firm specializes in crafting personalized retirement planning solutions for 380 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
  • Portfolio Management for Business
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 282910

Assets Under Management $100,571,658

No. Of Clients416

Clients Per Financial Advisor208

GOODSTEIN WEALTH MANAGEMENT LLC is a financial advisory firm situated in Encino, California. With a nearly $101M assets under management, the firm specializes in crafting personalized retirement planning solutions for 416 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
  • Hourly charges
  • Fixed Fees

Financial Planning Services

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

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