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Find Retirement Advisors for Retirement Planning in Pasadena, 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 Pasadena, California

Last Updated - March 22, 2024

Pasadena has 9 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 34 non-vetted advisors in your local area. These retirement advisors in Pasadena, California have an average of 17 years of experience.

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List of Qualified Retirement Planning Advisors in Pasadena, California

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Christian 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

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Michael 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

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Michael 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

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Daniel 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

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Michael 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

advisor-photo

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

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Simon 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

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Roy 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

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Nathan Wallace
Savvy Advisors Inc

Qualifications
CRD# 5646552
Firm CRD# 1111
Series 65

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, Hourly, Based on Assets

Top 15 Retirement Planning firms in Pasadena, California (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
WESTERN ASSET MANAGEMENT COMPANY
385 E. Colorado Blvd.,
Pasadena, CA, 91101
$319,983,641,29035513563
A Percentage of AUM, Performance Based
2
PRIMECAP MANAGEMENT CO
177 E Colorado Blvd., 11th Floor
Pasadena, CA, 91105
$117,232,900,4123744
A Percentage of AUM
3
CAPITAL RESEARCH & CONSULTING LLC
15 S. Raymond Avenue, Suite 200
Pasadena, CA, 91105
$5,268,444,879648
Fixed Fees, Other (ASSET BASED FEES)
4
SHUSTER ADVISORY GROUP, LLC
155 N. Lake Ave., Suite 500
Pasadena, CA, 91101
$4,383,114,98147811
A Percentage of AUM, Fixed Fees
5
FLAHERTY & CRUMRINE INCORPORATED
301 E Colorado Blvd, Suite 800
Pasadena, CA, 91101-1911
$3,943,267,2351815
A Percentage of AUM
6
CLIFFORD SWAN INVESTMENT COUNSELORS
177 E. Colorado Blvd, Ste 550
Pasadena, CA, 91105-1965
$3,630,129,062257431
A Percentage of AUM, Hourly charges, Fixed Fees
7
WESTERN INTERNATIONAL SECURITIES
70 S. Lake Ave., Ste. 700
Pasadena, CA, 91101
$3,479,601,80712253424
A Percentage of AUM, Hourly charges, Fixed Fees
8
POPLAR FOREST CAPITAL LLC
225 South Lake Avenue, Suite 950
Pasadena, CA, 91101
$1,108,081,1107213
A Percentage of AUM, Performance Based
9
SCHNIEDERS CAPITAL MANAGEMENT, LLC.
200 South Los Robles Avenue, Suite 510
Pasadena, CA, 91101
$1,082,193,10610628
A Percentage of AUM
10
PASADENA PRIVATE WEALTH, LLC
2 North Lake Avenue, Suite 520
Pasadena, CA, 91101
$917,237,924126710
A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based
11
FELICITAS GLOBAL PARTNERS, LLC
65 North Raymond Avenue, Suite 315
Pasadena, CA, 91103
$750,415,7731412
A Percentage of AUM, Fixed Fees, Performance Based
12
STRATEGY ASSET MANAGERS L.L.C.
790 E. Colorado Blvd, Suite 200
Pasadena, CA, 91101
$593,092,01195112
A Percentage of AUM
13
OSHER VAN DE VOORDE INVESTMENT MANAGEMENT
125 North Raymond Avenue, Suite 309
Pasadena, CA, 91103
$507,864,8424256
A Percentage of AUM, Fixed Fees
14
BRIDGE ADVISORY LLC
123 S. Marengo Avenue, Suite 200
Pasadena, CA, 91101
$460,386,619157618
A Percentage of AUM, Hourly charges, Fixed Fees
15
LK&A INVESTMENT COUNSEL
199 South Los Robles Avenue, Suite 850
Pasadena, CA, 91101-2461
$440,559,669905
A Percentage of AUM, Fixed Fees

Information on Top Retirement Planning firms in Pasadena, California

QualificationsFirm CRD# 110441

Assets Under Management $319,983,641,290

No. Of Clients35513

Clients Per Financial Advisor63

WESTERN ASSET MANAGEMENT COMPANY is a financial advisory firm situated in Pasadena, California. With a nearly $320B assets under management, the firm specializes in crafting personalized retirement planning solutions for 35513 clients. The team consists of 563 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 105516

Assets Under Management $117,232,900,412

No. Of Clients37

Clients Per Financial Advisor1

PRIMECAP MANAGEMENT CO is a financial advisory firm situated in Pasadena, California. With a nearly $117B assets under management, the firm specializes in crafting personalized retirement planning solutions for 37 clients. The team consists of 44 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 109868

Assets Under Management $5,268,444,879

No. Of Clients64

Clients Per Financial Advisor8

CAPITAL RESEARCH & CONSULTING LLC is a financial advisory firm situated in Pasadena, California. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 64 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • Fixed Fees
  • Other (ASSET BASED FEES)

Financial Planning Services

  • Portfolio Management for Business
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 170233

Assets Under Management $4,383,114,981

No. Of Clients478

Clients Per Financial Advisor43

SHUSTER ADVISORY GROUP, LLC is a financial advisory firm situated in Pasadena, California. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 478 clients. The team consists of 11 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
  • Pension Consulting Services
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
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QualificationsFirm CRD# 105499

Assets Under Management $3,943,267,235

No. Of Clients18

Clients Per Financial Advisor1

FLAHERTY & CRUMRINE INCORPORATED is a financial advisory firm situated in Pasadena, California. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 18 clients. The team consists of 15 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 108033

Assets Under Management $3,630,129,062

No. Of Clients2574

Clients Per Financial Advisor83

CLIFFORD SWAN INVESTMENT COUNSELORS is a financial advisory firm situated in Pasadena, California. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2574 clients. The team consists of 31 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
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
View Full Profile

QualificationsFirm CRD# 39262

Assets Under Management $3,479,601,807

No. Of Clients12253

Clients Per Financial Advisor29

WESTERN INTERNATIONAL SECURITIES is a financial advisory firm situated in Pasadena, California. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 12253 clients. The team consists of 424 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
View Full Profile

QualificationsFirm CRD# 145250

Assets Under Management $1,108,081,110

No. Of Clients72

Clients Per Financial Advisor6

POPLAR FOREST CAPITAL LLC is a financial advisory firm situated in Pasadena, California. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 72 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 120952

Assets Under Management $1,082,193,106

No. Of Clients1062

Clients Per Financial Advisor133

SCHNIEDERS CAPITAL MANAGEMENT, LLC. is a financial advisory firm situated in Pasadena, California. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1062 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

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 295178

Assets Under Management $917,237,924

No. Of Clients1267

Clients Per Financial Advisor127

PASADENA PRIVATE WEALTH, LLC is a financial advisory firm situated in Pasadena, California. With a nearly $917M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1267 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees
  • Performance Based

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Pension Consulting Services
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 292411

Assets Under Management $750,415,773

No. Of Clients14

Clients Per Financial Advisor1

FELICITAS GLOBAL PARTNERS, LLC is a financial advisory firm situated in Pasadena, California. With a nearly $750M assets under management, the firm specializes in crafting personalized retirement planning solutions for 14 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 109939

Assets Under Management $593,092,011

No. Of Clients951

Clients Per Financial Advisor79

STRATEGY ASSET MANAGERS L.L.C. is a financial advisory firm situated in Pasadena, California. With a nearly $593M assets under management, the firm specializes in crafting personalized retirement planning solutions for 951 clients. The team consists of 12 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
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 111324

Assets Under Management $507,864,842

No. Of Clients425

Clients Per Financial Advisor71

OSHER VAN DE VOORDE INVESTMENT MANAGEMENT is a financial advisory firm situated in Pasadena, California. With a nearly $508M assets under management, the firm specializes in crafting personalized retirement planning solutions for 425 clients. The team consists of 6 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
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 148282

Assets Under Management $460,386,619

No. Of Clients1576

Clients Per Financial Advisor88

BRIDGE ADVISORY LLC is a financial advisory firm situated in Pasadena, California. With a nearly $460M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1576 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
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 106635

Assets Under Management $440,559,669

No. Of Clients90

Clients Per Financial Advisor18

LK&A INVESTMENT COUNSEL is a financial advisory firm situated in Pasadena, California. With a nearly $441M assets under management, the firm specializes in crafting personalized retirement planning solutions for 90 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
  • Fixed Fees

Financial Planning Services

  • Portfolio Management for Individuals
View Full Profile

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