Directory of Professional Retirement Planners

National Coverage
Local Professionals

Home > Retirement Planners > california > mission viejo

Compare 2-3 financial advisors near you
matched to your specific needs

Free match service |
No obligation to hire

Personalized advice for Portfolio
Size of 100K and above

FINRA/SEC Registered Advisors

Find Retirement Advisors for Retirement Planning in Mission Viejo, 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 Mission Viejo, California

Last Updated - April 12, 2024

Mission Viejo has 11 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 2 non-vetted advisors in your local area. These retirement advisors in Mission Viejo, California have an average of 20 years of experience.

I want to start planning.
HELP ME FIND MY PLANNER

List of Qualified Retirement Planning Advisors in Mission Viejo, California

VERIFIED

Jerry Slusiewicz
Pacific Financial Planners

Qualifications
CRD# 1739938
Series 7, 63, 65

Minimum Assets Required
$100,000

Address

30131 Town Center Drive, Suite 105,
Laguna Niguel, CA 92677 See Details

Advisory Services:

Portfolio Management, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals.

Compensation/Fee

Not Specified

Find An Advisor

VERIFIED

Simon Reeves
Pasadena Private Wealth

Qualifications
CRD# 2835991
Firm CRD# 295178
Series 65

Minimum Assets Required
$500,000

Address

9900 Research Drive,
Irvine, CA 92618 See Details

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

Find An Advisor

VERIFIED

Marianne Ehlers
Oakwood Wealth Partners

Qualifications
CRD# 6667049
Firm CRD# 3978
Series 6, 7, 63, 65

Minimum Assets Required
Not Specified

Address

17400 Laguna Canyon Road, Suite 125,
Irvine, CA 92618 See Details

Advisory Services:

Not Specified.

Compensation/Fee

Not Specified

Find An Advisor

VERIFIED

Dhillon Taylor
CFP^®
Secura Financial Planning & Wealth Management

Qualifications
CRD# 6475318
Firm CRD# 137324
Series 7, 66

Minimum Assets Required
$100,000

Address

333 City Blvd W Suite 2050,
Orange, CA 92868 See Details

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

Find An Advisor

VERIFIED

Ryan K. Gunn
CFP^®
Gunn Financial Associates/Royal Alliance Associates

Qualifications
CRD# 5326196
Firm CRD# 23131
Series 7, 66

Minimum Assets Required
$1,000,000

Address

616 S El Camino Real, Suite H,
San Clemente, CA 92672 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Michael Lynch
Lynch Financial Advisors

Qualifications
CRD# 5062414
Firm CRD# 137094
Series 65

Minimum Assets Required
$0

Address

1700 Eureka Road, Suite 155,
Roseville, CA 92805 See Details

Advisory Services:

Tax Advice and Services.

Compensation/Fee

Fee-Only, Flat Fee

Find An Advisor

VERIFIED

Michael Macauley
CFP^®, CFA^®
Signature Estate & Investment Advisors (SEIA)

Qualifications
CRD# 5714328
Firm CRD# 108163
Series 7, 63

Minimum Assets Required
$500,000

Address

2121 Avenue of the Stars, Suite 1600,
Los Angeles, CA 90067 See Details

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

Find An Advisor

VERIFIED

Michael Cannone
Westmount Partners

Qualifications
CRD# 4857126
Firm CRD# 158857
Series 65

Minimum Assets Required
$3,000,000

Address

2049 Century Park East,
Suite 2500,
Los Angeles, CA 90067 See Details

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

Find An Advisor

VERIFIED

Aleksandar Raskovic
WestPac Wealth Partners

Qualifications
CRD# 6995589
Firm CRD# 46173
Series 7, 66

Minimum Assets Required
$100,000

Address

5280 Carroll Canyon Rd, Suite 300,
San Diego, CA 92121 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Pure Financial Advisors, LLC

Qualifications
Firm CRD# 144316

Minimum Assets Required
Not Specified

Address

3131 Camino del Rio N,
Suite 1550,
San Diego, CA 92108 See Details

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

Find An Advisor

VERIFIED

Dash Investments

Qualifications
Firm CRD# 135281

Minimum Assets Required
Not Specified

Address

21600 Oxnard Street Ste 1755,
Woodland Hills, CA 91367 See Details

Advisory Services:

Compensation/Fee

Fee-Only

Find An Advisor

Top 2 Retirement Planning firms in Mission Viejo, California (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	FINANCIAL MANAGEMENT NETWORK INC 26041 Acero, Mission Viejo, CA, 92691	$1,326,835,171	4275	47	A Percentage of AUM, Hourly charges, Fixed Fees, Other (QUARTERLY FEES)
2	WALKER FINANCIAL ADVISORS INC 27201 Puerta Real, Suite 465, Mission Viejo, CA, 92691	$171,639,284	238	4	A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Mission Viejo, California

FINANCIAL MANAGEMENT NETWORK INC

Find an Advisor

QualificationsFirm CRD# 110454

Assets Under Management $1,326,835,171

No. Of Clients4275

Clients Per Financial Advisor91

FINANCIAL MANAGEMENT NETWORK INC is a financial advisory firm situated in Mission Viejo, California. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4275 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
Hourly charges
Fixed Fees
Other (QUARTERLY FEES)

Financial Planning Services

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business
Pension Consulting Services

View Full Profile

WALKER FINANCIAL ADVISORS INC

Find an Advisor

QualificationsFirm CRD# 106268

Assets Under Management $171,639,284

No. Of Clients238

Clients Per Financial Advisor60

WALKER FINANCIAL ADVISORS INC is a financial advisory firm situated in Mission Viejo, California. With a nearly $172M assets under management, the firm specializes in crafting personalized retirement planning solutions for 238 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
Portfolio Management for Business
Pension Consulting Services
Publication of periodicals or Newsleters

View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

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?

How much does a retirement planner cost?

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

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

Get Matched With Planners

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.