Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
San Clemente has 12 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 24 years of experience.
Jerry Slusiewicz
Pacific Financial Planners
Qualifications
CRD# 1739938
Firm CRD# 132314
Series 7, 63, 65
Minimum Assets Required
$100,000
Portfolio Management, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals.
Not Specified
Marianne Ehlers
Oakwood Wealth Partners
Qualifications
CRD# 6667049
Firm CRD# 3978
Series 6, 7, 63, 65
Minimum Assets Required
Not Specified
Not Specified.
Not Specified
Serena Kim
Prudential
Qualifications
CRD# 6379220
Firm CRD# 5685
Series 6, 7, 63, 65
Minimum Assets Required
Not Specified
Not Specified.
Not Specified
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified.
Fee-Only, Based on Assets
Michael Lynch
Lynch Financial Advisors
Qualifications
CRD# 5062414
Firm CRD# 137094
Series 65
Minimum Assets Required
$0
Tax Advice and Services.
Fee-Only, Flat Fee
Qualifications
Firm CRD# 144316
Minimum Assets Required
Not Specified
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.
Fee-Only, Flat Fee, Based on Assets
Qualifications
CRD# 2835991
Firm CRD# 295178
Series 65
Minimum Assets Required
$500,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts.
Fee-Based, Hourly, Flat Fee, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified.
Fee-Only, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified.
Fee-Only, Based on Assets
Michael Cannone
Westmount Partners
Qualifications
CRD# 4857126
Firm CRD# 158857
Series 65
Minimum Assets Required
$3,000,000
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.
Fee-Only, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | IGNITE PLANNERS LLC 109 E. Escalones, San Clemente, CA, 92672 | $686,344,000 | 3084 | 29 | A Percentage of AUM, Fixed Fees |
2 | STEPHENSON AND COMPANY, INC. 241 Avenida Del Mar, San Clemente, CA, 92672 | $216,345,222 | 465 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
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.
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.
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