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.
La Mesa has 3 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 La Mesa, California have an average of 18 years of experience.
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
Erick Conway
CFP®
von Berge Wealth Mgt Group
Qualifications
CRD# 5621699
Firm CRD# 313332
Minimum Assets Required
$100,000
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, Insurance Products & Annuities.
Fee-Only, Based on Assets
Aleksandar Raskovic
WestPac Wealth Partners
Qualifications
CRD# 6995589
Firm CRD# 46173
Series 7, 66
Minimum Assets Required
$100,000
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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Fee-Based, Flat Fee, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | PETIX & BOTTE FINANCIAL 7777 Alvarado Road, Suite 520 La Mesa, CA, 91942 | $275,290,000 | 709 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
2 | BLUE SUMMIT WEALTH MANAGEMENT 9001 Grossmont Blvd, #718 La Mesa, CA, 91941 | $152,113,004 | 612 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
QualificationsFirm CRD# 170020
Assets Under Management $275,290,000
No. Of Clients709
Clients Per Financial Advisor236
PETIX & BOTTE FINANCIAL is a financial advisory firm situated in La Mesa, California. With a nearly $275M assets under management, the firm specializes in crafting personalized retirement planning solutions for 709 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 148782
Assets Under Management $152,113,004
No. Of Clients612
Clients Per Financial Advisor204
BLUE SUMMIT WEALTH MANAGEMENT is a financial advisory firm situated in La Mesa, California. With a nearly $152M assets under management, the firm specializes in crafting personalized retirement planning solutions for 612 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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.