Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
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.
Ira Zito
CFP®, ChFC®
Financial Peak
Qualifications
CRD# 2621037
Firm CRD# 318061
Series 7, 9, 10, 63, 66
Minimum Assets Required
$50,000
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.
Fee-Based, Flat Fee, Based on Assets
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.
Fee-Only
Michael Macauley
CFP®, CFA®
Signature Estate & Investment Advisors (SEIA)
Qualifications
CRD# 5714328
Firm CRD# 108163
Series 7, 63
Minimum Assets Required
$500,000
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.
Fee-Based, Based on Assets
Alano Massi
CFP®
Palm Capital Management
Qualifications
CRD# 6259423
Firm CRD# 151367
Series 65
Minimum Assets Required
Not Specified
Financial Advice & Consulting.
Fee-Based
Michael Cannone
Westmount Partners
Qualifications
CRD# 4857126
Firm CRD# 158857
Series 65
Minimum Assets Required
$3,000,000
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.
Fee-Only, Based on Assets
Andrew Eddy
CFP®, CLU®, AIF®, ChFC®
Eddy Financial, LLC
Qualifications
CRD# 3000011
Firm CRD# 290208
Minimum Assets Required
Not Specified
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.
Not Specified
Daniel Scott Johnson
CRPC®
Windfall Advisors
Qualifications
CRD# 5819978
Firm CRD# 309261
Series 7, 63, 65, 66
Minimum Assets Required
$250,000
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.
Fee-Only, Based on Assets
Christian Johnson
CFP®
California Financial Partners
Qualifications
CRD# 5925386
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$250,000
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management.
Fee-Based
Roy Sherman
CFP®, CFA
Sherman Asset Management
Qualifications
CRD# 6312263
Firm CRD# 170861
Series 65
Minimum Assets Required
$0
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.
Fee-Only, Hourly, Flat Fee, Based on Assets
Michael Lynch
Lynch Financial Advisors
Qualifications
CRD# 5062414
Firm CRD# 137094
Series 65
Minimum Assets Required
$0
Tax Advice and Services.
Fee-Only, Flat Fee
Nathan Wallace
Savvy Advisors Inc
Qualifications
CRD# 5646552
Firm CRD# 1111
Series 65
Minimum Assets Required
$250,000
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.
Fee-Only, Hourly, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | SB CAPITAL MANAGEMENT, INC. 6345 Balboa Blvd., Building 4, Suite 375 Encino, CA, 91316 | $982,749,135 | 1315 | 6 | 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 | $438,656,195 | 1516 | 8 | A Percentage of AUM, Hourly charges, Fixed Fees |
3 | HAMILTON WEALTH, LLC 16000 Ventura Boulevard, Suite 610 Encino, CA, 91436 | $368,364,686 | 787 | 5 | A Percentage of AUM |
4 | PORTFOLIO DESIGN LABS, LLC 15760 Ventura Blvd, Suite 1700 Encino, CA, 91436 | $178,453,267 | 209 | 4 | A Percentage of AUM, Performance Based |
5 | WILLNER & HELLER LLC 15760 Ventura Blvd, Suite 2026 Encino, CA, 91436 | $118,727,474 | 380 | 2 | A Percentage of AUM |
6 | GOODSTEIN WEALTH MANAGEMENT LLC 15760 Ventura Blvd., Suite 1520, Encino, CA, 91436 | $100,571,658 | 416 | 2 | A Percentage of AUM, Hourly charges, Fixed Fees |
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.
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.
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.
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.
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.
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.
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