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Find Retirement Advisors for Retirement Planning in Encino, California

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

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 Encino, California

Last Updated - June 4, 2026

Encino has 13 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 19 years of experience.

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List of Qualified Retirement Planning Advisors in Encino, California

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

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	6345 Balboa Blvd., Building 4, Suite 375 Encino, CA, 91316	$1,094,221,923	1403	6	A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (ADVISORY REFERRAL FEES)
2	15910 Ventura Blvd, Suite 1605 Encino, CA, 91436	$553,684,830	1685	9	A percentage of AUM, Hourly charges, Fixed fees
3	16000 Ventura Boulevard, Suite 610 Encino, CA, 91436	$451,036,387	1042	4	A percentage of AUM
4	15760 Ventura Blvd, Suite 1700 Encino, CA, 91436	$276,199,398	329	4	A percentage of AUM, Performance Based
5	15760 Ventura Blvd, Suite 2026 Encino, CA, 91436	$163,962,199	411	3	A percentage of AUM
6	15760 Ventura Blvd., Suite 1520, Encino, CA, 91436	$97,930,330	263	3	A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Encino, California

SB CAPITAL MANAGEMENT, INC.

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QualificationsFirm CRD# 126826

Assets Under Management $1,094,221,923

No. Of Clients1403

Clients Per Financial Advisor234

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 1403 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 services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

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NAVALIGN, LLC

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QualificationsFirm CRD# 119919

Assets Under Management $553,684,830

No. Of Clients1685

Clients Per Financial Advisor187

NAVALIGN, LLC is a financial advisory firm situated in Encino, California. With a nearly $554M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1685 clients. The team consists of 9 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
Pesnsion consulting services

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HAMILTON WEALTH, LLC

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QualificationsFirm CRD# 289462

Assets Under Management $451,036,387

No. Of Clients1042

Clients Per Financial Advisor261

HAMILTON WEALTH, LLC is a financial advisory firm situated in Encino, California. With a nearly $451M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1042 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

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

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PORTFOLIO DESIGN LABS, LLC

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QualificationsFirm CRD# 318127

Assets Under Management $276,199,398

No. Of Clients329

Clients Per Financial Advisor82

PORTFOLIO DESIGN LABS, LLC is a financial advisory firm situated in Encino, California. With a nearly $276M assets under management, the firm specializes in crafting personalized retirement planning solutions for 329 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 and/or small businesses

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WILLNER & HELLER LLC

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QualificationsFirm CRD# 135406

Assets Under Management $163,962,199

No. Of Clients411

Clients Per Financial Advisor137

WILLNER & HELLER LLC is a financial advisory firm situated in Encino, California. With a nearly $164M assets under management, the firm specializes in crafting personalized retirement planning solutions for 411 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

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

View Full Profile

GOODSTEIN WEALTH MANAGEMENT LLC

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QualificationsFirm CRD# 282910

Assets Under Management $97,930,330

No. Of Clients263

Clients Per Financial Advisor88

GOODSTEIN WEALTH MANAGEMENT LLC is a financial advisory firm situated in Encino, California. With a nearly $100M assets under management, the firm specializes in crafting personalized retirement planning solutions for 263 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 services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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