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Find Retirement Advisors for Retirement Planning in Laguna Hills, 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 Laguna Hills, California

Last Updated - June 5, 2026

Laguna Hills has 17 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 3 non-vetted advisors in your local area. These retirement advisors in Laguna Hills, California have an average of 26 years of experience.

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List of Qualified Retirement Planning Advisors in Laguna Hills, California

Top 3 Retirement Planning firms in Laguna Hills, California (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	23197 La Cadena Drive, Suite 103 Laguna Hills, CA, 92653	$882,417,396	400	13	A percentage of AUM, Hourly charges, Fixed fees
2	25283 Cabot Rd Ste 201, Laguna Hills, CA, 92653-5510	$183,813,098	610	2	A percentage of AUM
3	23212 Mill Creek Drive, Laguna Hills, CA, 92653	$152,483,900	124	8	A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Laguna Hills, California

TOWNELEY CAPITAL MANAGEMENT, INC.

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QualificationsFirm CRD# 169863

Assets Under Management $882,417,396

No. Of Clients400

Clients Per Financial Advisor31

TOWNELEY CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Laguna Hills, California. With a nearly $882M assets under management, the firm specializes in crafting personalized retirement planning solutions for 400 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 services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Other (BUSINESS CONSULTING)

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PACIFIC PARK FINANCIAL, INC.

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QualificationsFirm CRD# 122867

Assets Under Management $183,813,098

No. Of Clients610

Clients Per Financial Advisor305

PACIFIC PARK FINANCIAL, INC. is a financial advisory firm situated in Laguna Hills, California. With a nearly $184M assets under management, the firm specializes in crafting personalized retirement planning solutions for 610 clients. The team consists of 2 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

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OPTIMIZE FINANCIAL INC.

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QualificationsFirm CRD# 315963

Assets Under Management $152,483,900

No. Of Clients124

Clients Per Financial Advisor16

OPTIMIZE FINANCIAL INC. is a financial advisory firm situated in Laguna Hills, California. With a nearly $152M assets under management, the firm specializes in crafting personalized retirement planning solutions for 124 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 services
Portfolio management for individuals and/or small businesses

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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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