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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) 9037481

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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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Robert Bagarotti

Granada Capital Management, LLC

17352 Tennyson Place

Granada Hills,CA 91344
(818) 4063203

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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
Ste1755

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
(424) 9037480

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Alano Massi, CFP®

Palm Capital Management

23622 Calabasas Road, Suite 102

Calabasas,CA 91302
(805) 7272700

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Corey Fast

Edelman Financial Engines, LLC

2400 E. Katella Ave.
Suite 410

Anaheim,CA 92806
(714) 8481837

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Lance Blount

Edelman Financial Engines, LLC

600 Anton Blvd
Suite 1750

Costa Mesa,CA 92626
(626) 7682972

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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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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

No Advisor found

* Additional advisor listing is provided in partnership with Yext

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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