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

Last Updated - March 21, 2024

Lodi has 7 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 Lodi, California have an average of 24 years of experience.

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List of Qualified Retirement Planning Advisors in Lodi, California

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Allworth Financial
MBA

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Advisory Services:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Based

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Shad Roundy
Merrill Lynch

Qualifications
CRD# 6180525
Firm CRD# 7691
Series 7, 66

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 Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Based on Assets

advisor-photo

Qualifications
CRD# 108027
Firm CRD# 108027
Series 7, 65

Minimum Assets Required
$100,000

Advisory Services:

Portfolio Management, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Investment Advice & Management.

Compensation/Fee

Fee-Only, Based on Assets

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Kristie Cahill
CFP®, CEP®
Haven Wealth Management

Qualifications
CRD# 4439727
Firm CRD# 281213
Series 66

Minimum Assets Required
$250,000

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, Investment Advice & Management, Tax Advice and Services, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Based on Assets

Top 1 Retirement Planning firms in Lodi, California (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
VALLEY WEALTH STRATEGIES, LLC
404 W. Pine Street, Suite 6
Lodi, CA, 95240
$1,023,000,000360031
A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Lodi, California

QualificationsFirm CRD# 289737

Assets Under Management $1,023,000,000

No. Of Clients3600

Clients Per Financial Advisor116

VALLEY WEALTH STRATEGIES, LLC is a financial advisory firm situated in Lodi, California. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3600 clients. The team consists of 31 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
  • Pension Consulting Services
  • Selection of Other Advisors
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