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Find Retirement Advisors for Retirement Planning in San Clemente, 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 San Clemente, California

Last Updated - April 8, 2024

San Clemente has 9 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 San Clemente, California have an average of 22 years of experience.

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List of Qualified Retirement Planning Advisors in San Clemente, California

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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

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, Flat Fee, Based on Assets

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Jerry Slusiewicz
Pacific Financial Planners

Qualifications
CRD# 1739938
Series 7, 63, 65

Minimum Assets Required
$100,000

Advisory Services:

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

Compensation/Fee

Not Specified

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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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Marianne Ehlers
Oakwood Wealth Partners

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

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Not Specified

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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

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Aleksandar Raskovic
WestPac Wealth Partners

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

Minimum Assets Required
$100,000

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-Based, Flat Fee, Based on Assets

advisor-photo

Qualifications
Firm CRD# 144316

Minimum Assets Required
Not Specified

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

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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

advisor-photo
vector.svg VERIFIED

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

Top 2 Retirement Planning firms in San Clemente, California (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
IGNITE PLANNERS LLC
109 E. Escalones,
San Clemente, CA, 92672
$686,344,000308429
A Percentage of AUM, Fixed Fees
2
STEPHENSON AND COMPANY, INC.
241 Avenida Del Mar,
San Clemente, CA, 92672
$216,345,2224654
A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in San Clemente, California

QualificationsFirm CRD# 289797

Assets Under Management $686,344,000

No. Of Clients3084

Clients Per Financial Advisor106

IGNITE PLANNERS LLC is a financial advisory firm situated in San Clemente, California. With a nearly $686M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3084 clients. The team consists of 29 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
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 111453

Assets Under Management $216,345,222

No. Of Clients465

Clients Per Financial Advisor116

STEPHENSON AND COMPANY, INC. is a financial advisory firm situated in San Clemente, California. With a nearly $216M assets under management, the firm specializes in crafting personalized retirement planning solutions for 465 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
  • Pension Consulting Services
View Full Profile

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