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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 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 Long Beach, California
Last Updated - April 18, 2024Long Beach has 10 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 17 years of experience.
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List of Qualified Retirement Planning Advisors in Long Beach, California
VERIFIEDMatthew Pixa
My Portfolio Guide
Qualifications
CRD# 2484827
Firm CRD# 153188
Series 65
Minimum Assets Required
$500,000
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only
VERIFIEDMichael Lynch
Lynch Financial Advisors
Qualifications
CRD# 5062414
Firm CRD# 137094
Series 65
Minimum Assets Required
$0
Advisory Services:
Tax Advice and Services.
Compensation/Fee
Fee-Only, Flat Fee
VERIFIEDDhillon Taylor
CFP®
Secura Financial Planning & Wealth Management
Qualifications
CRD# 6475318
Firm CRD# 137324
Series 7, 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, Commissions, Flat Fee, Based on Assets
VERIFIEDMichael Macauley
CFP®, CFA®
Signature Estate & Investment Advisors (SEIA)
Qualifications
CRD# 5714328
Firm CRD# 108163
Series 7, 63
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 Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDDaniel Scott Johnson
CRPC®
Windfall Advisors
Qualifications
CRD# 5819978
Firm CRD# 309261
Series 7, 63, 65, 66
Minimum Assets Required
$250,000
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, Estate Planning & Trusts.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDMichael Cannone
Westmount Partners
Qualifications
CRD# 4857126
Firm CRD# 158857
Series 65
Minimum Assets Required
$3,000,000
Advisory Services:
Financial Planning, Portfolio Management, 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, Based on Assets
VERIFIEDChristian Johnson
CFP®
California Financial Partners
Qualifications
CRD# 5925386
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management.
Compensation/Fee
Fee-Based
VERIFIEDSimon Reeves
Pasadena Private Wealth
Qualifications
CRD# 2835991
Firm CRD# 295178
Series 65
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts.
Compensation/Fee
Fee-Based, Hourly, Flat Fee, 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
VERIFIEDRoy Sherman
CFP®, CFA
Sherman Asset Management
Qualifications
CRD# 6312263
Firm CRD# 170861
Series 65
Minimum Assets Required
$0
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
Since 1998
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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 | HALBERT HARGROVE 111 West Ocean Boulevard, Suite 2300 Long Beach, CA, 90802-7908 | $2,735,028,599 | 4240 | 47 | A Percentage of AUM, Fixed Fees |
| 2 | CLG LLC 4821 E 2nd Street, Long Beach, CA, 90803 | $452,844,930 | 1338 | 24 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 3 | WEALTHSPRING 5000 Airport Plaza Drive, Suite 245, Long Beach, CA, 90815 | $263,881,182 | 918 | 8 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 4 | GOLDMAN LANCASTER, INC. 301 East Ocean Blvd., Suite 1150 Long Beach, CA, 90802 | $250,558,098 | 385 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 5 | LEDERER & ASSOCIATES INVESTMENT COUNSEL 5305 East 2nd Street, Suite 201 Long Beach, CA, 90803-5317 | $202,083,887 | 78 | 3 | A Percentage of AUM, Fixed Fees |
| 6 | THE CHARTIST 6621 E. Pacific Coast Hwy. #240, Long Beach, CA, 90803 | $178,178,619 | 551 | 4 | A Percentage of AUM, Subscription Fees |
| 7 | KENSINGTON INVESTMENT COUNSEL 444 W. Ocean Blvd., Suite 1618 Long Beach, CA, 90802 | $174,278,513 | 225 | 3 | A Percentage of AUM |
| 8 | PROSPERITY WEALTH PLANNING LLC 3780 Kilroy Airport Way, Suite 200 Long Beach, CA, 90806 | $128,428,286 | 528 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
Information on Top Retirement Planning firms in Long Beach, California
QualificationsFirm CRD# 105515
Assets Under Management $2,735,028,599
No. Of Clients4240
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 4240 clients. The team consists of 47 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 282605
Assets Under Management $452,844,930
No. Of Clients1338
Clients Per Financial Advisor56
CLG LLC is a financial advisory firm situated in Long Beach, California. With a nearly $453M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1338 clients. The team consists of 24 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
QualificationsFirm CRD# 322756
Assets Under Management $263,881,182
No. Of Clients918
Clients Per Financial Advisor115
WEALTHSPRING is a financial advisory firm situated in Long Beach, California. With a nearly $264M assets under management, the firm specializes in crafting personalized retirement planning solutions for 918 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
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 136134
Assets Under Management $250,558,098
No. Of Clients385
Clients Per Financial Advisor77
GOLDMAN LANCASTER, INC. 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 385 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
- Portfolio Management for Individuals
- Pension Consulting Services
QualificationsFirm CRD# 110376
Assets Under Management $202,083,887
No. Of Clients78
Clients Per Financial Advisor26
LEDERER & ASSOCIATES INVESTMENT COUNSEL is a financial advisory firm situated in Long Beach, California. With a nearly $202M assets under management, the firm specializes in crafting personalized retirement planning solutions for 78 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
- Portfolio Management for Business
QualificationsFirm CRD# 105072
Assets Under Management $178,178,619
No. Of Clients551
Clients Per Financial Advisor138
THE CHARTIST is a financial advisory firm situated in Long Beach, California. With a nearly $178M assets under management, the firm specializes in crafting personalized retirement planning solutions for 551 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
- Subscription Fees
Financial Planning Services
- Portfolio Management for Individuals
- Publication of periodicals or Newsleters
QualificationsFirm CRD# 108012
Assets Under Management $174,278,513
No. Of Clients225
Clients Per Financial Advisor75
KENSINGTON INVESTMENT COUNSEL is a financial advisory firm situated in Long Beach, California. With a nearly $174M assets under management, the firm specializes in crafting personalized retirement planning solutions for 225 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
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 315163
Assets Under Management $128,428,286
No. Of Clients528
Clients Per Financial Advisor132
PROSPERITY WEALTH PLANNING LLC is a financial advisory firm situated in Long Beach, California. With a nearly $128M assets under management, the firm specializes in crafting personalized retirement planning solutions for 528 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
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Educational Seminars/ Workshops
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