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Find Retirement Advisors for Retirement Planning in Fairfield, 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 Fairfield, California
Last Updated - April 12, 2024Fairfield has 7 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 Fairfield, California have an average of 28 years of experience.
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List of Qualified Retirement Planning Advisors in Fairfield, California
VERIFIEDJohn Cordeiro
Vintage Wealth Advisors
Qualifications
CRD# 2319931
Firm CRD# 151298
Series 6, 7, 63, 65
Minimum Assets Required
Not Specified
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money 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
VERIFIEDDavid Roggenkamp
ChFC®
Commonwealth Financial Network
Qualifications
CRD# 1934091
Firm CRD# 8032
Series 7, 63
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
VERIFIEDKristie Cahill
CFP®, CEP®
Haven Wealth Management
Qualifications
CRD# 4439727
Firm CRD# 281213
Series 66
Minimum Assets Required
$250,000
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, Investment Advice & Management, Tax Advice and Services, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Based on Assets
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 2 Retirement Planning firms in Fairfield, California (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | EPSILON FINANCIAL GROUP, INC. 2801 Waterman Blvd., Suite 250, Fairfield, CA, 94534 | $466,001,259 | 437 | 8 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 2 | SOLANO WEALTH MANAGEMENT, INC. 1300 Oliver Road, #210 Fairfield, CA, 94534 | $263,191,219 | 493 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
Information on Top Retirement Planning firms in Fairfield, California
QualificationsFirm CRD# 111990
Assets Under Management $466,001,259
No. Of Clients437
Clients Per Financial Advisor55
EPSILON FINANCIAL GROUP, INC. is a financial advisory firm situated in Fairfield, California. With a nearly $466M assets under management, the firm specializes in crafting personalized retirement planning solutions for 437 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
QualificationsFirm CRD# 168720
Assets Under Management $263,191,219
No. Of Clients493
Clients Per Financial Advisor70
SOLANO WEALTH MANAGEMENT, INC. is a financial advisory firm situated in Fairfield, California. With a nearly $263M assets under management, the firm specializes in crafting personalized retirement planning solutions for 493 clients. The team consists of 7 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
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Looking for more choices? Use our free match service to compare retirement planners serving your area.