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

Last Updated - April 25, 2025

Rocklin has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 1 non-vetted advisors in your local area. These retirement advisors in Rocklin, California have an average of 10 years of experience.

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List of Qualified Retirement Planning Advisors in Rocklin, California

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Brian Malkinson
HBW Advisory Services

Qualifications
CRD# 6952754
Firm CRD# 143665
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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Only, Based on Assets

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Top 1 Retirement Planning firms in Rocklin, California (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

4970 Rocklin Road, Suite 200
Rocklin, CA, 95677
$1,111,205,81313798
A percentage of AUM, Performance Based

Information on Top Retirement Planning firms in Rocklin, California

QualificationsFirm CRD# 148221

Assets Under Management $1,111,205,813

No. Of Clients1379

Clients Per Financial Advisor172

ROSEMAN WAGNER WEALTH MANAGEMENT is a financial advisory firm situated in Rocklin, California. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1379 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
  • Performance Based

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
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