Directory of Professional Retirement Planners
National Coverage
Local Professionals
matched to your specific needs
No obligation to hire
Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
Find Retirement Advisors for Retirement Planning in Costa Mesa, 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 Costa Mesa, California
Last Updated - April 2, 2026Costa Mesa has 15 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 4 non-vetted advisors in your local area. These retirement advisors in Costa Mesa, California have an average of 27 years of experience.
HELP ME FIND MY PLANNER
List of Qualified Retirement Planning Advisors in Costa Mesa, California
VERIFIEDBrent Rupnow
CEPA®, CFP®, APMA®, CLU®, ChFC®
Via Luce Capital Corporation
Qualifications
CRD# 5503427
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$100,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Commissions, Flat Fee, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Address
- 600 Anton Blvd.,
Suite 1750,
Costa Mesa, CA 92626 See Details - 2400 E. Katella Ave.,
Suite 910,
Anaheim, CA 92806 See Details - 1960 E Grand Avenue,
Suite 710,
El Segundo, CA 90245 See Details - 21550 Oxnard Street,
Suite 950,
Woodland Hills, CA 91367 See Details - 3570 Carmel Mountain Road,
Suite 450,
San Diego, CA 92130 See Details
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDWade W. Slome
CFP®, CFA®
Sidoxia Capital Management, Llc
Qualifications
CRD# 2570384
Firm CRD# 145969
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services
Compensation/Fee
Fee-Only, Based on Assets
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based
VERIFIEDMatthew Pixa
CFP®
My Portfolio Guide, LLC
Qualifications
CRD# 2484827
Firm CRD# 153188
Series 65
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 Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Compensation/Fee
Fee-Only, Hourly, Flat Fee, Based on Assets
VERIFIEDJerry Slusiewicz
Pacific Financial Planners
Qualifications
CRD# 1739938
Firm CRD# 132314
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
VERIFIEDQualifications
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
VERIFIEDSerena Kim
Prudential
Qualifications
CRD# 6379220
Firm CRD# 8733
Series 6, 7, 63, 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Based
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, Based on Assets
Advisory Services:
Financial Planning, Portfolio Management, Financial Planning for Individuals, Financial Planning for Businesses
Compensation/Fee
Based on Assets
VERIFIEDAndrew Chabot
MBA, CFP®
Rancho Wealth Management
Qualifications
CRD# 4622383
Firm CRD# 10205
Series 6, 7, 24, 26, 63, 65
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, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 4 Retirement Planning firms in Costa Mesa, California (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 201 E. Sandpointe Avenue, #460 South Coast Metro, CA, 92707 | $1,690,725,718 | 6184 | 53 | A percentage of AUM, Other (FINANCIAL PLANNING FEE) |
| 2 | 201 E. Sandpointe Ave, Suite 460 South Coast Metro, CA, 92707 | $743,725,447 | 4106 | 25 | A percentage of AUM, Fixed fees, Other (FINANCIAL PLANNING FEES) |
| 3 | 201 E Sandpointe Ave, Suite 460, South Coast Metro, CA, 92707 | $514,955,995 | 1589 | 6 | A percentage of AUM |
| 4 | 201 E. Sandpointe Ave, Ste 460, South Coast Metro, CA, 92707 | $2,701,763 | 4 | 5 | A percentage of AUM, Hourly charges |
Information on Top Retirement Planning firms in Costa Mesa, California
QualificationsFirm CRD# 167995
Assets Under Management $1,690,725,718
No. Of Clients6184
Clients Per Financial Advisor117
GOLDEN STATE WEALTH MANAGEMENT, LLC is a financial advisory firm situated in South Coast Metro, California. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6184 clients. The team consists of 53 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Other (FINANCIAL PLANNING FEE)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 322879
Assets Under Management $743,725,447
No. Of Clients4106
Clients Per Financial Advisor164
GOLDEN STATE EQUITY PARTNERS, LLC is a financial advisory firm situated in South Coast Metro, California. With a nearly $744M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4106 clients. The team consists of 25 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (FINANCIAL PLANNING FEES)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
QualificationsFirm CRD# 318126
Assets Under Management $514,955,995
No. Of Clients1589
Clients Per Financial Advisor265
GOLDEN STATE ASSET MANAGEMENT is a financial advisory firm situated in South Coast Metro, California. With a nearly $515M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1589 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
Financial Planning Services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 330140
Assets Under Management $2,701,763
No. Of Clients4
Clients Per Financial Advisor1
ARIMATHEA is a financial advisory firm situated in South Coast Metro, California. With a nearly $3M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 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
- Hourly charges
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Anaheim, California
- Retirement Planners in Calabasas, California
- Retirement Planners in Carlsbad, California
- Retirement Planners in Concord, California
- Retirement Planners in Corona, California
- Retirement Planners in Costa Mesa, California
- Retirement Planners in El Segundo, California
- Retirement Planners in Elk Grove, California
- Retirement Planners in Irvine, California
- Retirement Planners in La Jolla, California
- Retirement Planners in Laguna Niguel, California
- Retirement Planners in Larkspur, California
- Retirement Planners in Moraga, California
- Retirement Planners in Napa, California
- Retirement Planners in Newport Beach, California
- Retirement Planners in Pasadena, California
- Retirement Planners in Roseville, California
- Retirement Planners in San Clemente, California
- Retirement Planners in San Diego, California
- Retirement Planners in San Mateo, California
- Retirement Planners in Santa Clara, California
- Retirement Planners in Santa Clarita, California
- Retirement Planners in Santa Monica, California
- Retirement Planners in Seal Beach, California
- Retirement Planners in Thousand Oaks, California
- Retirement Planners in Walnut Creek, California
- Retirement Planners in Woodland Hills, California
Looking for more choices? Use our free match service to compare retirement planners serving your area.