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.
Temecula has 4 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 Temecula, California have an average of 22 years of experience.
Simon Reeves
Pasadena Private Wealth
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
Aleksandar Raskovic
WestPac Wealth Partners
Qualifications
CRD# 6995589
Firm CRD# 46173
Series 7, 66
Minimum Assets Required
$100,000
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.
Fee-Based, Flat Fee, 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
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | TEAM WEALTH & TAX ADVISORS 40395 Winchester Road, Suite A Temecula, CA, 92591 | $133,064,764 | 610 | 8 | A Percentage of AUM, Fixed Fees |
2 | ENDURING WEALTH ADVISORS 27555 Ynez Road, Suite 212 Temecula, CA, 92591 | $100,600,000 | 397 | 6 | A Percentage of AUM, Hourly charges |
QualificationsFirm CRD# 309411
Assets Under Management $133,064,764
No. Of Clients610
Clients Per Financial Advisor76
TEAM WEALTH & TAX ADVISORS is a financial advisory firm situated in Temecula, California. With a nearly $133M assets under management, the firm specializes in crafting personalized retirement planning solutions for 610 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 323320
Assets Under Management $100,600,000
No. Of Clients397
Clients Per Financial Advisor66
ENDURING WEALTH ADVISORS is a financial advisory firm situated in Temecula, California. With a nearly $101M assets under management, the firm specializes in crafting personalized retirement planning solutions for 397 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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