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 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.
Lakeside has 6 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 1 non-vetted advisors in your local area. These retirement advisors in Lakeside, California have an average of 10 years of experience.
Robert Gloss
Prudential
Qualifications
CRD# 7132490
Firm CRD# 8733
Series 7, 55, 66
Minimum Assets Required
$0
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, Insurance Products & Annuities
Fee-Based, Based on Assets
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
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Financial Planning, Portfolio Management, Financial Planning for Individuals, Financial Planning for Businesses
Based on Assets
Erick Conway
CFP®
Strong Valley Wealth & Pension
Qualifications
CRD# 5621699
Firm CRD# 284656
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
Serena Kim
Prudential
Qualifications
CRD# 6379220
Firm CRD# 8733
Series 6, 7, 63, 65
Minimum Assets Required
Not Specified
Not Specified
Fee-Based
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 10001 Maine Ave, Lakeside, CA, 92040 | $174,988,843 | 859 | 8 | A percentage of AUM, Hourly charges, Fixed fees |
QualificationsFirm CRD# 299089
Assets Under Management $174,988,843
No. Of Clients859
Clients Per Financial Advisor107
CAVU WEALTH MANAGEMENT is a financial advisory firm situated in Lakeside, California. With a nearly $175M assets under management, the firm specializes in crafting personalized retirement planning solutions for 859 clients. The team consists of 8 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.