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Find Retirement Advisors for Retirement Planning in Long Beach, 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 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 Long Beach, California
Last Updated - May 24, 2025Long Beach has 12 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 8 non-vetted advisors in your local area. These retirement advisors in Long Beach, California have an average of 25 years of experience.
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List of Qualified Retirement Planning Advisors in Long Beach, California
VERIFIEDMatthew Pixa
CFP®
My Portfolio Guide, LLC
Qualifications
CRD# 2484827
Firm CRD# 153188
Series 65
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
Compensation/Fee
Fee-Only, Hourly, Flat Fee, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDGuillermo Saade
Prudential
Qualifications
CRD# 6894298
Firm CRD# 8733
Series 7, 66
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, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Compensation/Fee
Not Specified
VERIFIEDNancy Listiawan
CFP®
Vera Wealth
Qualifications
CRD# 6160905
Firm CRD# 333522
Series 65
Minimum Assets Required
$100,000
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, Tax Advice and Services, Estate Planning & Trusts
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDJarret Rodriguez-Conklin
CIMA®, ChFC®
Homestead Wealth Management
Qualifications
CRD# 4977996
Firm CRD# 6413
Series 7, 63, 66
Minimum Assets Required
Not Specified
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Financial Advice & Consulting, Investment Advice & Management
Compensation/Fee
Fee-Based, Hourly, Flat Fee, Based on Assets
VERIFIEDX Advisors, LLC
CFP®
Qualifications
Firm CRD# 315838
Series 7, 24, 63, 65, 66
Minimum Assets Required
$100,000
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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Based on Assets
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, Based on Assets
VERIFIEDPure 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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 8 Retirement Planning firms in Long Beach, California (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 111 West Ocean Boulevard, Suite 2300 Long Beach, CA, 90802-7908 | $3,162,314,796 | 4434 | 49 | A percentage of AUM, Fixed fees |
| 2 | 4821 E 2nd Street, Long Beach, CA, 90803 | $953,822,025 | 2539 | 22 | A percentage of AUM, Hourly charges, Fixed fees, Other (RECURRING FEE) |
| 3 | 5000 Airport Plaza Drive, Suite 245, Long Beach, CA, 90815 | $300,055,562 | 932 | 7 | A percentage of AUM, Hourly charges, Fixed fees |
| 4 | 301 East Ocean Blvd., Suite 1150 Long Beach, CA, 90802 | $298,438,973 | 412 | 5 | A percentage of AUM, Hourly charges, Fixed fees |
| 5 | 3444 E. Anaheim Street, Long Beach, CA, 90804 | $250,845,143 | 659 | 18 | A percentage of AUM, Hourly charges, Fixed fees |
| 6 | 5580 E. 2nd Street, Suite 209 Long Beach, CA, 90803 | $250,268,379 | 235 | 4 | A percentage of AUM |
| 7 | 5305 East 2nd Street, Suite 201 Long Beach, CA, 90803-5317 | $242,779,116 | 71 | 3 | A percentage of AUM, Fixed fees |
| 8 | 6621 E. Pacific Coast Hwy. #240, Long Beach, CA, 90803 | $179,132,160 | 479 | 3 | A percentage of AUM, Subscription fees |
Information on Top Retirement Planning firms in Long Beach, California
QualificationsFirm CRD# 105515
Assets Under Management $3,162,314,796
No. Of Clients4434
Clients Per Financial Advisor90
HALBERT HARGROVE is a financial advisory firm situated in Long Beach, California. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4434 clients. The team consists of 49 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
- Other (INVESTMENT CONSULTING)
QualificationsFirm CRD# 282605
Assets Under Management $953,822,025
No. Of Clients2539
Clients Per Financial Advisor115
CLG LLC is a financial advisory firm situated in Long Beach, California. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2539 clients. The team consists of 22 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (RECURRING FEE)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 322756
Assets Under Management $300,055,562
No. Of Clients932
Clients Per Financial Advisor133
WEALTHSPRING is a financial advisory firm situated in Long Beach, California. With a nearly $300M assets under management, the firm specializes in crafting personalized retirement planning solutions for 932 clients. The team consists of 7 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
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 136134
Assets Under Management $298,438,973
No. Of Clients412
Clients Per Financial Advisor82
GOLDMAN LANCASTER, INC. is a financial advisory firm situated in Long Beach, California. With a nearly $298M assets under management, the firm specializes in crafting personalized retirement planning solutions for 412 clients. The team consists of 5 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
- Pesnsion consulting services
QualificationsFirm CRD# 330731
Assets Under Management $250,845,143
No. Of Clients659
Clients Per Financial Advisor37
CRUX WEALTH ADVISORS is a financial advisory firm situated in Long Beach, California. With a nearly $251M assets under management, the firm specializes in crafting personalized retirement planning solutions for 659 clients. The team consists of 18 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
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 108012
Assets Under Management $250,268,379
No. Of Clients235
Clients Per Financial Advisor59
KENSINGTON INVESTMENT COUNSEL is a financial advisory firm situated in Long Beach, California. With a nearly $250M assets under management, the firm specializes in crafting personalized retirement planning solutions for 235 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 110376
Assets Under Management $242,779,116
No. Of Clients71
Clients Per Financial Advisor24
LEDERER & ASSOCIATES INVESTMENT COUNSEL is a financial advisory firm situated in Long Beach, California. With a nearly $243M assets under management, the firm specializes in crafting personalized retirement planning solutions for 71 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 105072
Assets Under Management $179,132,160
No. Of Clients479
Clients Per Financial Advisor160
THE CHARTIST is a financial advisory firm situated in Long Beach, California. With a nearly $179M assets under management, the firm specializes in crafting personalized retirement planning solutions for 479 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Subscription fees
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals and newsletters
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Looking for more choices? Use our free match service to compare retirement planners serving your area.