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Find Retirement Planners for Retirement Planning in Los Angeles, 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.

List of Qualified Retirement Planners in Los Angeles, California

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Personal Capital

Personal Capital Advisors Corporation

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Los Angeles,CA 90012
(650) 5561310

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Andy Medina

Creative Planning

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Los Angeles,CA 90069
(310) 4834311

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Michael Amash

Westmount Asset Management

2049 Century Park East
Suite 2500

Los Angeles,CA 90067
(310) 5562502

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Paul Taghibagi, CFP®

Signature Estate & Investment Advisors, LLC

2121 Avenue of the Stars
Suite 1600

Los Angeles,CA 90067
(310) 7122323

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Brian Holmes, MS, CFP®, CMFC, AIF®

Signature Estate & Investment Advisors, LLC

2121 Avenue of the Stars
Suite 1600

Los Angeles,CA 90067
(310) 7122327

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Jason Phan

Creative Planning

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Pasadena,CA 91754
(626) 4079125

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Samuel Adams

RTA & Associates Financial Services, Inc

701 N. Brand Blvd.

Glendale,CA 91203
(800) 5705711

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Sasha Shteyn

Edelman Financial Engines, LLC

150 South Los Robles Avenue
Suite 880

Pasadena,CA 91101
(626) 7885025

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Peter Lauer

Creative Planning

15303 Ventura Blvd. Suite 925

Sherman Oaks,CA 91403
(310) 8925688

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Tammy Trenta

Creative Planning

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Orange County,CA 90266
(310) 5695971

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Andrew Eddy AIF®, ChFC®, CLU®, CFP®

Eddy Financial, LLC

100 Wilshire Blvd
Suite 700

Santa Monica,CA 90401
(310) 4513339

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Joe Azzopardi

Edelman Financial Engines, LLC

21515 Hawthorne Blvd
Suite 580

Torrance,CA 90503
(424) 9037477

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Eric Pritz, CFP®

Signature Estate & Investment Advisors

1848 S. Elena Avenue
Suite 100

Redondo Beach,CA 90277
(310) 7122349

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Zain Griffith

Dash Investments

21600 Oxnard Street Ste 1755

Woodland Hills,CA 91367
(415) 7489181

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Zain Griffith

Dash Investments

21600 Oxnard Street
Ste.1755

Woodland Hills,CA 91367
(415) 7489181

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Matthew Pixa

My Portfolio Guide

3020 Old Ranch Parkway
Suite 300

Seal Beach,CA 90740
(562) 7995595

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Rachel Vivian

Edelman Financial Engines, LLC

21550 Oxnard Street
Suite 950

Woodland Hills,CA 91367
(818) 8574855

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Corey Fast

Edelman Financial Engines, LLC

2400 E. Katella Ave.
Suite 410

Anaheim,CA 92806
(424) 9037477

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Lance Blount

Edelman Financial Engines, LLC

600 Anton Blvd
Suite 1750

Costa Mesa,CA 92626
(714) 8413014

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Andrew Fuller

Creative Planning

2030 Main Street

Irvine,CA 92614
(949) 3449751

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Brian Chang

Creative Planning

2030 Main Street

Irvine,CA 92614
(213) 2198464

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Cindy Sforza

Creative Planning

2030 Main Street

Irvine,CA 92614
(949) 5560272

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Jessica Roks

Creative Planning

2030 Main Street

Irvine,CA 92614
(714) 8520022

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Mike Nemzek

Creative Planning

2030 Main Street

Irvine,CA 92614
(949) 2445734

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Ryan Hook

Creative Planning

2030 Main Street

Irvine,CA 92614
(714) 5817955

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Ryan Maroney

Creative Planning

2030 Main Street

Irvine,CA 92614
(949) 3977695

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Alano Massi, MBA, CFP®

Palm Capital Management

2945 Townsgate Road Suite 200

Westlake Village,CA 91361
(805) 7272000

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James Peters

Centaurus Financial

18662 Macarthur Blvd
Suite 200

Irvine,CA 92612
(949) 6313840

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Kushal Shah, CRPC ®

Davinci Capital Partners

3788 Calle Posadas

Newbury Park,CA 91320
(805) 3417104

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Simon Reeves

TideRock Financial

30 Enterprise, Suite #190

Aliso Viejo,CA 92656
(877) 4333665

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Jesse Espinoza

Creative Planning

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Palm Desert,CA 92883
(951) 8094726

List of Additional Retirement Planners in Los Angeles, California*

* Additional advisor listing is provided in partnership with Yext

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Andrew Basch - Morgan Stanley

10960 Wilshire Blvd
Ste 2000

Los Angeles, CA 90024
3104430538

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Ben Crisologo - Morgan Stanley

444 South Flower St
34th Fl

Los Angeles, CA 90071
2134868926

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Alexander Manolopoulos, CFA® - Morgan Stanley

10960 Wilshire Blvd
Ste 2000

Los Angeles, CA 90024
3104430567

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Alexander H. Kadish - Morgan Stanley

1999 Ave Of The Stars
Suite 2400

Los Angeles, CA 90067
3107881786

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Andrew Rayner - Morgan Stanley

10960 Wilshire Blvd
Ste 2000

Los Angeles, CA 90024
3104430522

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B. Riley Wealth Management: J.J. Feldman

11100 Santa Monica Blvd.,
Suite 800

Los Angeles, CA 90025
3107509575

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Bonnie Hong - Morgan Stanley

444 South Flower St
34th Fl

Los Angeles, CA 90071
2134868860

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ABP Financial Services

6404 Wilshire Blvd.
Suite 1215

Los Angeles, CA 90048
3236587733

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Bernadette Harbour - Morgan Stanley

444 South Flower St
34th Fl

Los Angeles, CA 90071
2134867173

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Antoine Souma - Morgan Stanley

1999 Ave Of The Stars
Suite 2400

Los Angeles, CA 90067
3107881775

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Atara Wealth Management

3807 Wilshire Boulevard
Suite 1040

Los Angeles, CA 90010
2133856237

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AGC Wealth Advisors Inc.

12655 W. Jefferson Blvd
Suite 400

Los Angeles, CA 90066
4243601133

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AmsterGallagherRoth - Morgan Stanley

1999 Ave Of The Stars
Suite 2400

Los Angeles, CA 90067
3107882000

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Jamison & Associates - Ameriprise Financial Services, LLC

2029 Century Park E
Ste 2550

Los Angeles, CA 90067
4243435095

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Adam Keefe - Morgan Stanley

10960 Wilshire Blvd
Ste 2000

Los Angeles, CA 90024
3104430547

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Alexander Van De Leur - Morgan Stanley

10960 Wilshire Blvd
Ste 2000

Los Angeles, CA 90024
3104430561

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Anil Bhushan Chachra - Morgan Stanley

10960 Wilshire Blvd
Ste 2000

Los Angeles, CA 90024
3104430585

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Benedict-McLoughlin Group - Morgan Stanley

10960 Wilshire Blvd
Ste 2000

Los Angeles, CA 90024
3104430500

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Aubrey Sharfman - Morgan Stanley

444 South Flower St, 34th
Fl

Los Angeles, CA 90071
2134867166

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Bespoke360 Wealth Management Group - Morgan Stanley

10960 Wilshire Blvd
Ste 2000

Los Angeles, CA 90024
3104430528

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Janice Ng - Ameriprise Financial Services, LLC

2029 Century Park E
Ste 2550

Los Angeles, CA 90067
5623084536

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Philip Decallejon - Ameriprise Financial Services, LLC

1875 Century Park E
Fl 6

Los Angeles, CA 90067
3102779966

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Michael Kawase - Ameriprise Financial Services, LLC

12400 Wilshire Blvd
Ste 1210

Los Angeles, CA 90025
3105823500

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Carl Davis - Ameriprise Financial Services, LLC

2029 Century Park E
Ste 2550

Los Angeles, CA 90067
4243435110

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Jac B Stulberg - Ameriprise Financial Services, LLC

2029 Century Park E
Ste 2550

Los Angeles, CA 90067
4243435131

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Travis Gabler - Ameriprise Financial Services, LLC

2029 Century Park E
Ste 2550

Los Angeles, CA 90067
4243435091

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Carolyn Hemann - Ameriprise Financial Services, LLC

11835 W Olympic Blvd
Ste 735

Los Angeles, CA 90064
3104772500

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Anthony Perez - Ameriprise Financial Services, LLC

12400 Wilshire Blvd
Ste 1210

Los Angeles, CA 90025
3105823500

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Morgan Stanley

444 South Flower St, 34th
Fl

Los Angeles, CA 90071
2134868811

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Orchard Financial Group - Ameriprise Financial Services, LLC

12400 Wilshire Blvd
Ste 1210

Los Angeles, CA 90025
3104057109

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Michael J. Borenstein, CPA

15315 West Magnolia Boulevard
Suite 232

Los Angeles, CA 91403
8189869143

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Gabler, Nino & Associates - Ameriprise Financial Services, LLC

2029 Century Park E
Ste 2550

Los Angeles, CA 90067
4243435086

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Sirus Turkzadeh - Morgan Stanley

10960 Wilshire Blvd
Ste 2000

Los Angeles, CA 90024
3104430549

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Mohammed Adel Barakat - Ameriprise Financial Services, LLC

940 E 2nd St
Ste 34

Los Angeles, CA 90012
2137485014

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Morgan Stanley

10960 Wilshire Blvd
Ste 2000

Los Angeles, CA 90024
3104430500

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Jermaine Jamison - Ameriprise Financial Services, LLC

2029 Century Park E
Ste 2550

Los Angeles, CA 90067
4243435095

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Taylor Shoop - Ameriprise Financial Services, LLC

2029 Century Park E
Ste 2550

Los Angeles, CA 90067
4243435086

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Del Rey Capital Management

3415 S. Sepulveda Boulevard
11th Floor

Los Angeles, CA 90034
3103133401

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Sebastien Djavadi - Morgan Stanley

444 South Flower St
34th Fl

Los Angeles, CA 90071
2134868835

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Surety Investment Services

4520 Wilshire Blvd.
Suite 201

Los Angeles, CA 90010
3239393100

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Weinberger Asset Management

11661 San Vicente Boulevard
Suite 820

Los Angeles, CA 90049
3104428472

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Lyle M Murakami - Morgan Stanley

444 South Flower St
34th Fl

Los Angeles, CA 90071
2134868905

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Jazmin Gabriela Carpenter - Morgan Stanley

444 South Flower St
34th Fl

Los Angeles, CA 90071
2134868975

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The Fullerton Group - Morgan Stanley

444 South Flower St, 34th
34th Fl

Los Angeles, CA 90071
2134868822

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Danny J Kim - Morgan Stanley

444 South Flower St
34th Fl

Los Angeles, CA 90071
2134868891

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Shauket Sherali - Morgan Stanley

444 South Flower St
34th Fl

Los Angeles, CA 90071
2134867157

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Jason Nickels - Morgan Stanley

444 South Flower St
34th Fl

Los Angeles, CA 90071
2134868836

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Robert A Fullerton - Morgan Stanley

444 South Flower St
34th Fl

Los Angeles, CA 90071
2134868979

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Patrick J Lim - Morgan Stanley

444 South Flower St
34th Fl

Los Angeles, CA 90071
2134868899

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Michael J Katz - Morgan Stanley

10960 Wilshire Blvd
Ste 2000

Los Angeles, CA 90024
3104430596

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Karin Lynn Longhurst - Morgan Stanley

1999 Ave Of The Stars
Suite 2400

Los Angeles, CA 90067
3107882156

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NWF Advisory Group

11835 West Olympic Boulevard
Suite 1155E

Los Angeles, CA 90064
9254947733

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Daniel J Bryant - Morgan Stanley

444 South Flower St
34th Fl

Los Angeles, CA 90071
2134867118

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Richard A. Downer - Morgan Stanley

444 South Flower St
34th Fl

Los Angeles, CA 90071
2134868820

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Rob Park - Morgan Stanley

444 South Flower St
34th Fl

Los Angeles, CA 90071
2133221706

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Ghalib Kanji - Morgan Stanley

10960 Wilshire Blvd
Ste 2000

Los Angeles, CA 90024
3104430530

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Lem Daniels - Morgan Stanley

10960 Wilshire Blvd
Ste 2000

Los Angeles, CA 90024
3104430595

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Gapsik Choo - Morgan Stanley

444 South Flower St
34th Fl

Los Angeles, CA 90071
2134868855

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Mark A White - Morgan Stanley

444 South Flower St, 34th
Fl

Los Angeles, CA 90071
2134868895

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Jon Neuhaus - Morgan Stanley

444 South Flower St, 34th
Fl

Los Angeles, CA 90071
2134867116

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Klara Dykastova - Morgan Stanley

444 South Flower St, 34th
Fl

Los Angeles, CA 90071
2134867177

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Nicholas Davey - Morgan Stanley

1999 Ave Of The Stars
Suite 2400

Los Angeles, CA 90067
3107881787

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Robert Newman - Morgan Stanley

444 South Flower St
34th Fl

Los Angeles, CA 90071
2134868823

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Justin S Hinkes - Morgan Stanley

10960 Wilshire Blvd
Ste 2000

Los Angeles, CA 90024
3104430571

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Robert Thomason - Morgan Stanley

1999 Ave Of The Stars
Suite 2400

Los Angeles, CA 90067
3107882108

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Glenn H Lynch - Morgan Stanley

444 South Flower St, 34th
Fl

Los Angeles, CA 90071
2134868819

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National Fringe Benefits

3807 Wilshire Boulevard
Suite 1040

Los Angeles, CA 90010
2133856237

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Murakami Group - Morgan Stanley

444 South Flower St, 34th
Fl

Los Angeles, CA 90071
2134868905

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Created Wealth Advisory

4081 Redwood Avenue

Los Angeles, CA 90066
3106014262

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Ralph A Jackson - Morgan Stanley

444 South Flower St, 34th
Fl

Los Angeles, CA 90071
2134868942

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Scott Lindus - Morgan Stanley

10960 Wilshire Blvd
Ste 2000

Los Angeles, CA 90024
3104430541

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Norman Ridley - Morgan Stanley

1999 Ave Of The Stars
Suite 2400

Los Angeles, CA 90067
3107882176

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Ridley Templeton - Morgan Stanley

1999 Ave Of The Stars
Suite 2400

Los Angeles, CA 90067
3107882000

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Sandra McAuliffe - Morgan Stanley

444 South Flower St
34th Fl

Los Angeles, CA 90071
2134868839

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John Fuerstenberg - Morgan Stanley

444 South Flower St, 34th
Fl

Los Angeles, CA 90071
2134868833

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Edwin L Stanton - Morgan Stanley

10960 Wilshire Blvd
Ste 2000

Los Angeles, CA 90024
3104430554

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Madison Lieberman - Morgan Stanley

10960 Wilshire Blvd
Ste 2000

Los Angeles, CA 90024
3104430529

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The Jacobs/Vorwald Group - Morgan Stanley

1999 Ave Of The Stars
Suite 2400

Los Angeles, CA 90067
3107882000

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Kevin Templeton - Morgan Stanley

1999 Ave Of The Stars
Suite 2400

Los Angeles, CA 90067
3107882179

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Gary Berner - Morgan Stanley

10960 Wilshire Blvd
Ste 2000

Los Angeles, CA 90024
3104430501

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Stifel | Marie Steinman, CFP

2121 Avenue of the Stars
Suite 2100

Los Angeles, CA 90067
3108248089

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Brett Hosenbold - Morgan Stanley

1999 Ave Of The Stars
Suite 2400

Los Angeles, CA 90067
3107882068

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The RJC Group - Morgan Stanley

10960 Wilshire Blvd
Ste 2000

Los Angeles, CA 90024
3104430526

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Lisa Amster - Morgan Stanley

1999 Ave Of The Stars
Suite 2400

Los Angeles, CA 90067
3107881751

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Jerry Chang - Morgan Stanley

1999 Ave Of The Stars
Suite 2400

Los Angeles, CA 90067
3107882180

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LA Wealth Manager

11835 West Olympic Boulevard
Suite 1155

Los Angeles, CA 90064
3104755854

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Stifel | Joshua M. Glass

2121 Avenue of the Stars
Suite 2100

Los Angeles, CA 90067
3102081329

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Eric W Johnson - Morgan Stanley

1999 Ave Of The Stars
Suite 2400

Los Angeles, CA 90067
3107882148

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The Stanton-Lindus Group - Morgan Stanley

10960 Wilshire Blvd
Ste 2000

Los Angeles, CA 90024
3104430541

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Dylan Newman - Morgan Stanley

444 South Flower St, 34th
Fl

Los Angeles, CA 90071
2134868956

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Daniel L Klein - Morgan Stanley

10960 Wilshire Blvd
Ste 2000

Los Angeles, CA 90024
3104430589

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Robert Mancini - Morgan Stanley

10960 Wilshire Blvd
Ste 2000

Los Angeles, CA 90024
3104430539

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The Benell Group - Morgan Stanley

1999 Ave Of The Stars
Suite 2400

Los Angeles, CA 90067
3107882268

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Melissa Phillips - Morgan Stanley

444 South Flower St, 34th
Fl

Los Angeles, CA 90071
2134868943

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Justin A Weiss - Morgan Stanley

444 South Flower St, 34th
Fl

Los Angeles, CA 90071
2134868971

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Corey Aschenbach - Morgan Stanley

444 South Flower St
34th Fl

Los Angeles, CA 90071
2134868947

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Richard S Haynes - Morgan Stanley

444 South Flower St, 34th
Fl

Los Angeles, CA 90071
2134868842

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Perennial Financial Services

11620 Wilshire Boulevard
Suite 400

Los Angeles, CA 90025
3104452504

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Jessica Ellis - Morgan Stanley

1999 Ave Of The Stars
Suite 2400

Los Angeles, CA 90067
3107882053

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Jason Berlinger - Morgan Stanley

444 South Flower St
34th Fl

Los Angeles, CA 90071
2134867198

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Paul J Joseph - Morgan Stanley

444 South Flower St, 34th
Fl

Los Angeles, CA 90071
2134868929

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Strategic Capital Corporation

645 W 9th St
#110

Los Angeles, CA 90015
2134635518

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Vivian S Afriyie - Morgan Stanley

10960 Wilshire Blvd
Ste 2000

Los Angeles, CA 90024
3104430553

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Heath C Seltzer - Morgan Stanley

444 South Flower St
34th Fl

Los Angeles, CA 90071
2134868844

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Drew Zager - Morgan Stanley

1999 Ave Of The Stars
Suite 2400

Los Angeles, CA 90067
3107882130

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Western International Securities, Inc.

11755 Wilshire Boulvard
Suite 1650

Los Angeles, CA 90025
3105513415

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D.A. Davidson & Co.- Los Angeles Branch

624 S. Grand Ave.
26th Floor

Los Angeles, CA 90017
2132449330

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Michael Goodman - Morgan Stanley

10960 Wilshire Blvd
Ste 2000

Los Angeles, CA 90024
3104430584

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Carissa Schlosser - Morgan Stanley

444 South Flower St, 34th
Fl

Los Angeles, CA 90071
2134868826

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The Fortress Group - Morgan Stanley

444 South Flower St
34th Fl

Los Angeles, CA 90071
2134868891

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David C Stambaugh - Morgan Stanley

444 South Flower St, 34th
Fl

Los Angeles, CA 90071
2134868858

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Jordan R Sall - Morgan Stanley

444 South Flower St, 34th
Fl

Los Angeles, CA 90071
2134867178

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Maentz Machlovitch Group - Morgan Stanley

1999 Ave Of The Stars
Suite 2400

Los Angeles, CA 90067
3107882111

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Darren Edwards - Morgan Stanley

444 South Flower St
34th Fl

Los Angeles, CA 90071
2134868946

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The Souma Group - Morgan Stanley

1999 Ave Of The Stars
Suite 2400

Los Angeles, CA 90067
3107881775

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Daniel Movsesian - Morgan Stanley

444 South Flower St, 34th
Fl

Los Angeles, CA 90071
2134868892

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Hans Maentz - Morgan Stanley

1999 Ave Of The Stars
Suite 2400

Los Angeles, CA 90067
3107882111

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Greg Fullmer - Morgan Stanley

444 South Flower St, 34th
Fl

Los Angeles, CA 90071
2134868900

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Steven Kern - Morgan Stanley

10960 Wilshire Blvd
Ste 2000

Los Angeles, CA 90024
3104430507

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Rick Keller - Morgan Stanley

1999 Ave Of The Stars
Suite 2400

Los Angeles, CA 90067
3107882099

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Neil Napoleon - Morgan Stanley

444 South Flower St, 34th
Fl

Los Angeles, CA 90071
2134868800

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Joseph McCullough - Morgan Stanley

1999 Ave Of The Stars
Suite 2400

Los Angeles, CA 90067
3107882136

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Garrett Q. Bland - Morgan Stanley

1999 Ave Of The Stars
Suite 2400

Los Angeles, CA 90067
3107882190

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Christopher N Benedict - Morgan Stanley

10960 Wilshire Blvd
Ste 2000

Los Angeles, CA 90024
3104430556

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The Francis Group - Morgan Stanley

10960 Wilshire Blvd
Ste 2000

Los Angeles, CA 90024
3104430569

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White & Kramer Group - Morgan Stanley

444 South Flower St
34th Fl

Los Angeles, CA 90071
2134868895

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Paul S. Tanzman - Morgan Stanley

444 South Flower St
34th Fl

Los Angeles, CA 90071
2134867155

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Price and Longhurst Group - Morgan Stanley

1999 Avenue of the Stars
Suite 2400

Los Angeles, CA 90067
3107882043

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Claire O. Nagy - Morgan Stanley

10960 Wilshire Blvd
Ste 2000

Los Angeles, CA 90024
3104430551

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Robert Lord - Morgan Stanley

1999 Ave Of The Stars
Suite 2400

Los Angeles, CA 90067
3107882115

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Robert F Hill - Morgan Stanley

10960 Wilshire Blvd
Ste 2000

Los Angeles, CA 90024
3104430533

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The Martin Group - Morgan Stanley

444 South Flower St, 34th
Fl

Los Angeles, CA 90071
2134868993

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Paul A Thompson - Morgan Stanley

10960 Wilshire Blvd
Ste 2000

Los Angeles, CA 90024
3104430532

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The Bland Group - Morgan Stanley

1999 Ave Of The Stars
Suite 2400

Los Angeles, CA 90067
3107882190

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Bunker Hill Group - Morgan Stanley

444 South Flower St
34th Fl

Los Angeles, CA 90071
2134868835

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Kevin Martin - Morgan Stanley

444 South Flower St, 34th
Fl

Los Angeles, CA 90071
2134868993

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Burke W Francis - Morgan Stanley

10960 Wilshire Blvd
Ste 2000

Los Angeles, CA 90024
3104430568

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Michael J Snowden - Morgan Stanley

444 South Flower St
34th Fl

Los Angeles, CA 90071
2134868959

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Steven M Pompan - Morgan Stanley

10960 Wilshire Blvd
Ste 2000

Los Angeles, CA 90024
3104430557

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Matthew Newman - Morgan Stanley

444 South Flower St, 34th
Fl

Los Angeles, CA 90071
2134868888

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Fabio Madonna - Morgan Stanley

10960 Wilshire Blvd
Ste 2000

Los Angeles, CA 90024
3104430505

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Olympic Wealth Advisors - Ameriprise Financial Services, LLC

11150 W Olympic Blvd
Ste 1130

Los Angeles, CA 90064
3109967526

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Mark Wolkstein - Morgan Stanley

10960 Wilshire Blvd
Ste 2000

Los Angeles, CA 90024
3104430558

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Alan Tarko - Ameriprise Financial Services, LLC

1875 Century Park E
Fl 6

Los Angeles, CA 90067
3102779966

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Eric Smutko - Ameriprise Financial Services, LLC

12400 Wilshire Blvd
Ste 1210

Los Angeles, CA 90025
3105823500

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Richard Alan Brende - Ameriprise Financial Services, LLC

11150 W Olympic Blvd
Ste 1130

Los Angeles, CA 90064
3109967526

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Augustine Choi - Ameriprise Financial Services, LLC

11845 W Olympic Blvd
Ste 980W

Los Angeles, CA 90064
3106940076

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Erika R Puzik - Ameriprise Financial Services, LLC

6080 Center Dr
Ste 730

Los Angeles, CA 90045
3109333240

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Kit Mac Nee - Morgan Stanley

10960 Wilshire Blvd
Ste 2000

Los Angeles, CA 90024
3104430534

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Scott Durrett - Ameriprise Financial Services, LLC

2029 Century Park E
Ste 2550

Los Angeles, CA 90067
5623084526

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Eddie Chan - Ameriprise Financial Services, LLC

12777 W Jefferson Blvd
Bldg D Ste 300

Los Angeles, CA 90066
4242892632

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James Di Cocco - Ameriprise Financial Services, LLC

2029 Century Park E
Ste 2550

Los Angeles, CA 90067
4243435118

* Additional advisor listing is provided in partnership with Yext

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Frequently Asked Questions

Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

  1. Are my current savings enough to get retired?
  2. With my current savings, what will my post-retirement lifestyle look like?
  3. Should I consider making investments right before my retirement?
  4. When is the right time to pay off my mortgage-pre or post-retirement?
  5. How can I mitigate my post-retirement financial risks?

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