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.
Glendale has 12 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 Glendale, California have an average of 19 years of experience.
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
Guillermo Saade
Prudential
Qualifications
CRD# 6894298
Firm CRD# 5685
Series 7, 66
Minimum Assets Required
Not Specified
Not Specified.
Not Specified
Qualifications
CRD# 2835991
Firm CRD# 295178
Series 65
Minimum Assets Required
$500,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts.
Fee-Based, Hourly, Flat Fee, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified.
Fee-Only, Based on Assets
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
Pure Financial Advisors LLC
Pure Financial Advisors, LLC
Qualifications
Firm CRD# 144316
Minimum Assets Required
Not Specified
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.
Fee-Only, 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
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified.
Fee-Only, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified.
Fee-Only, 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
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | U.S. BANCORP ADVISORS, LLC 800 N. Brand Boulevard, 16th Floor Glendale, CA, 91203 | $1,473,263,990 | 4542 | 388 | A Percentage of AUM |
2 | DIRECT LENDING INVESTMENTS, LLC 550 N. Brand Blvd., Suite 2000 Glendale, CA, 91203 | $866,299,504 | 3 | 27 | A Percentage of AUM, Performance Based |
3 | WESCAP GROUP 330 N. Brand Blvd, Suite 850 Glendale, CA, 91203 | $849,700,000 | 1248 | 13 | A Percentage of AUM, Hourly charges, Fixed Fees |
4 | PACIFIC GLOBAL INVESTMENT MANAGEMENT CO 101 N. Brand Blvd, Ste 1950 Glendale, CA, 91203 | $638,090,351 | 929 | 14 | A Percentage of AUM, Hourly charges |
QualificationsFirm CRD# 14455
Assets Under Management $1,473,263,990
No. Of Clients4542
Clients Per Financial Advisor12
U.S. BANCORP ADVISORS, LLC is a financial advisory firm situated in Glendale, California. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4542 clients. The team consists of 388 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 282476
Assets Under Management $866,299,504
No. Of Clients3
Clients Per Financial Advisor0
DIRECT LENDING INVESTMENTS, LLC is a financial advisory firm situated in Glendale, California. With a nearly $866M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 27 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 104759
Assets Under Management $849,700,000
No. Of Clients1248
Clients Per Financial Advisor96
WESCAP GROUP is a financial advisory firm situated in Glendale, California. With a nearly $850M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1248 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 106962
Assets Under Management $638,090,351
No. Of Clients929
Clients Per Financial Advisor66
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO is a financial advisory firm situated in Glendale, California. With a nearly $638M assets under management, the firm specializes in crafting personalized retirement planning solutions for 929 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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