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Find Retirement Advisors for Retirement Planning in San Juan Capistrano, 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 San Juan Capistrano, California

Last Updated - May 16, 2025

San Juan Capistrano has 16 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 3 non-vetted advisors in your local area. These retirement advisors in San Juan Capistrano, California have an average of 26 years of experience.

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List of Qualified Retirement Planning Advisors in San Juan Capistrano, California

VERIFIED

Jerry Slusiewicz
Pacific Financial Planners

Qualifications
CRD# 1739938
Firm CRD# 132314
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

Ryan Gunn, CFP^®
CEPA^®, CFP^®
Wealthcare Advisory Partners DBA Gunn Financial Associates

Qualifications
CRD# 5326196
Firm CRD# 171976

Minimum Assets Required
$1,000,000

Address

1010 S El Camino Real, Suite 203,
San Clemente, CA 92672 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, Flat Fee, Based on Assets

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VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Serena Kim
Prudential

Qualifications
CRD# 6379220
Firm CRD# 8733
Series 6, 7, 63, 65

Minimum Assets Required
Not Specified

Address

2173 Salk Ave,
Suite 250 #42,
Carlsbad, CA 92008 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Based

Find An Advisor

VERIFIED

Jarret Rodriguez-Conklin
CIMA^®, ChFC^®
Homestead Wealth Management

Qualifications
CRD# 4977996
Firm CRD# 6413
Series 7, 63, 66

Minimum Assets Required
Not Specified

Address

413 East Foothill Boulevard, Suite 100,
San Dimas, CA 91773 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Financial Advice & Consulting, Investment Advice & Management

Compensation/Fee

Fee-Based, Hourly, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Homestead Wealth Management
CIMA^®, AIF^®, ChFC^®

Qualifications
Firm CRD# 6413
Series 7, 63, 65, 66

Minimum Assets Required
$250,000

Address

413 E. Foothill Blvd Suite 100,
San Dimas, CA 91773 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Stratos Private Wealth

Qualifications
Firm CRD# 153184

Minimum Assets Required
Not Specified

Address

12348 High Bluff Drive,
Suite 200,
San Diego, CA 92130 See Details

Advisory Services:

Financial Planning, Portfolio Management, Financial Planning for Individuals, Financial Planning for Businesses

Compensation/Fee

Based on Assets

Find An Advisor

VERIFIED

Pasadena Private Wealth
CPWA^®

Qualifications
CRD# 2835991
Firm CRD# 295178
Series 65

Minimum Assets Required
$500,000

Address

9900 Research Drive,
2 N. Lake Ave, Suite 520,
Pasadena, CA 91101 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

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

225 South Lake Avenue,
Suite 1185,
Pasadena, CA 91101 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

1960 E Grand Avenue,
Suite 710,
El Segundo, CA 90245 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, 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

X Advisors, LLC
CFP^®

Qualifications
Firm CRD# 315838
Series 7, 24, 63, 65, 66

Minimum Assets Required
$100,000

Address

6345 Balboa Blvd,
Building 1, Suite 100,
Encino, CA 91406 See Details

Advisory Services:

Compensation/Fee

Fee-Based, 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, Based on Assets

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Top 3 Retirement Planning firms in San Juan Capistrano, California (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	31103 Rancho Viejo Road, Suite D3-312 San Juan Capistrano, CA, 92675	$234,090,505	3	3	A percentage of AUM
2	31473 Rancho Viejo Road, Suite 201 San Juan Capistrano, CA, 92675	$233,399,916	5	5	Fixed fees, Performance Based
3	31461 Rancho Viejo Road, Suite 104 San Juan Capistrano, CA, 92675	$230,782,028	1458	12	A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in San Juan Capistrano, California

ALTEGRIS ADVISORS, LLC

Find an Advisor

QualificationsFirm CRD# 154003

Assets Under Management $234,090,505

No. Of Clients3

Clients Per Financial Advisor1

ALTEGRIS ADVISORS, LLC is a financial advisory firm situated in San Juan Capistrano, California. With a nearly $234M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 3 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 companies

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TRITON PACIFIC HEALTHCARE PARTNERS, LLC

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QualificationsFirm CRD# 329737

Assets Under Management $233,399,916

No. Of Clients5

Clients Per Financial Advisor1

TRITON PACIFIC HEALTHCARE PARTNERS, LLC is a financial advisory firm situated in San Juan Capistrano, California. With a nearly $233M assets under management, the firm specializes in crafting personalized retirement planning solutions for 5 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

Fixed fees
Performance Based

Financial Planning Services

Portfolio management for pooled investment vehicles

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CAPITAL FINANCIAL CONSULTANTS GROUP, INC.

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QualificationsFirm CRD# 133657

Assets Under Management $230,782,028

No. Of Clients1458

Clients Per Financial Advisor122

CAPITAL FINANCIAL CONSULTANTS GROUP, INC. is a financial advisory firm situated in San Juan Capistrano, California. With a nearly $231M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1458 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
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

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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?

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