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

Last Updated - July 7, 2024

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 15 years of experience.

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List of Qualified Retirement Planning Advisors in Glendale, California

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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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Guillermo Saade
Prudential

Qualifications
CRD# 6894298
Firm CRD# 5685
Series 7, 66

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Not Specified

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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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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 Selu
Edelman Financial Engines, LLC

Qualifications
CRD# 6281487
Firm CRD# 104510
Series 66

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

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Pure Financial Advisors LLC
Pure Financial Advisors, LLC

Qualifications
Firm CRD# 144316

Minimum Assets Required
Not Specified

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, Financial Planning for Businesses, Investment Advice & Management.

Compensation/Fee

Fee-Only, 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 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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Jaci Iannello
CFP®, CRPC®
Edelman Financial Engines, LLC

Qualifications
CRD# 6411855
Firm CRD# 104510
Series 66

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

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Bryan Kiernan
CRPC®
Edelman Financial Engines, LLC

Qualifications
CRD# 6253237
Firm CRD# 104510
Series 65

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

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Simon Reeves
CPWA®
Pasadena Private Wealth

Qualifications
CRD# 2835991
Firm CRD# 295178
Series 65

Minimum Assets Required
$500,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts.

Compensation/Fee

Fee-Based, Hourly, Flat Fee, Based on Assets

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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

Top 4 Retirement Planning firms in Glendale, California (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
U.S. BANCORP ADVISORS, LLC
800 N. Brand Boulevard, 16th Floor
Glendale, CA, 91203
$1,473,263,9904542388
A Percentage of AUM
2
DIRECT LENDING INVESTMENTS, LLC
550 N. Brand Blvd., Suite 2000
Glendale, CA, 91203
$866,299,504327
A Percentage of AUM, Performance Based
3
WESCAP GROUP
330 N. Brand Blvd, Suite 850
Glendale, CA, 91203
$849,700,000124813
A Percentage of AUM, Hourly charges, Fixed Fees
4
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO
101 N. Brand Blvd, Ste 1950
Glendale, CA, 91203
$638,090,35192914
A Percentage of AUM, Hourly charges

Information on Top Retirement Planning firms in Glendale, California

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.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Hourly charges

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
View Full Profile

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