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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 - April 25, 2025

Long Beach has 11 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 27 years of experience.

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List of Qualified Retirement Planning Advisors in Long Beach, California

advisor
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Matthew 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

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor
vector.svg VERIFIED

Guillermo 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

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor
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Jarret 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

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advisor
vector.svg VERIFIED

X 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

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advisor

Qualifications
Firm CRD# 135281

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, Estate Planning & Trusts

Compensation/Fee

Fee-Only, Based on Assets

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advisor
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Pure 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

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Top 8 Retirement Planning firms in Long Beach, California (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

111 West Ocean Boulevard, Suite 2300
Long Beach, CA, 90802-7908
$3,162,314,796443449
A percentage of AUM, Fixed fees
2

4821 E 2nd Street,
Long Beach, CA, 90803
$953,822,025253922
A percentage of AUM, Hourly charges, Fixed fees, Other (RECURRING FEE)
3

5000 Airport Plaza Drive, Suite 245,
Long Beach, CA, 90815
$300,055,5629327
A percentage of AUM, Hourly charges, Fixed fees
4

301 East Ocean Blvd., Suite 1150
Long Beach, CA, 90802
$298,438,9734125
A percentage of AUM, Hourly charges, Fixed fees
5

3444 E. Anaheim Street,
Long Beach, CA, 90804
$250,845,14365918
A percentage of AUM, Hourly charges, Fixed fees
6

5580 E. 2nd Street, Suite 209
Long Beach, CA, 90803
$250,268,3792354
A percentage of AUM
7

5305 East 2nd Street, Suite 201
Long Beach, CA, 90803-5317
$242,779,116713
A percentage of AUM, Fixed fees
8

6621 E. Pacific Coast Hwy. #240,
Long Beach, CA, 90803
$179,132,1604793
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)
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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