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Find Retirement Advisors for Retirement Planning in Ventura, 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 Ventura, California

Last Updated - April 21, 2024

Ventura has 6 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 Ventura, California have an average of 16 years of experience.

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List of Qualified Retirement Planning Advisors in Ventura, California

VERIFIED

Roy Sherman
CFP^®, CFA
Sherman Asset Management

Qualifications
CRD# 6312263
Firm CRD# 170861
Series 65

Minimum Assets Required
$0

Address

1500 Palma Dr.,
Suite 133,
Ventura, CA 93003 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.

Compensation/Fee

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

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VERIFIED

Nathan Wallace
Savvy Advisors Inc

Qualifications
CRD# 5646552
Firm CRD# 1111
Series 65

Minimum Assets Required
$250,000

Address

573 Avenida Del Recreo,
Ojai, CA 93023 See Details

Advisory Services:

Compensation/Fee

Fee-Only, Hourly, Based on Assets

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VERIFIED

Bryan Foronjy
CFP^®
Foronjy Financial

Qualifications
CRD# 4978922
Firm CRD# 283824
Series 7, 10, 66

Minimum Assets Required
$250,000

Address

401 Chapala St #105,
Santa Barbara, CA 93101 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 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

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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

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VERIFIED

Michael Macauley
CFP^®, CFA^®
Signature Estate & Investment Advisors (SEIA)

Qualifications
CRD# 5714328
Firm CRD# 108163
Series 7, 63

Minimum Assets Required
$500,000

Address

2121 Avenue of the Stars, Suite 1600,
Los Angeles, CA 90067 See Details

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

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VERIFIED

Michael Cannone
Westmount Partners

Qualifications
CRD# 4857126
Firm CRD# 158857
Series 65

Minimum Assets Required
$3,000,000

Address

2049 Century Park East,
Suite 2500,
Los Angeles, CA 90067 See Details

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

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Top 3 Retirement Planning firms in Ventura, California (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	INTEGRITY WEALTH ADVISORS, LLC 196 S. Fir St., Suite 140 Ventura, CA, 93001	$307,036,398	1540	15	A Percentage of AUM, Hourly charges, Fixed Fees
2	HOFFMAN & ASSOCIATES FINANCIAL & ESTATE ADVISORS, INC. 121 N. Fir Street, Suite D, Ventura, CA, 93001	$93,949,547	254	2	A Percentage of AUM, Hourly charges
3	PLATO'S PHILOSOPHY, LLC 8164 Platinum Street, Ventura, CA, 93004	$38,070,000	1	6	Fixed Fees, Other (FIXED BASIS POINTS OF OVERALL EXPENSE RATIO)

Information on Top Retirement Planning firms in Ventura, California

INTEGRITY WEALTH ADVISORS, LLC

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QualificationsFirm CRD# 281708

Assets Under Management $307,036,398

No. Of Clients1540

Clients Per Financial Advisor103

INTEGRITY WEALTH ADVISORS, LLC is a financial advisory firm situated in Ventura, California. With a nearly $307M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1540 clients. The team consists of 15 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
Selection of Other Advisors

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HOFFMAN & ASSOCIATES FINANCIAL & ESTATE ADVISORS, INC.

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QualificationsFirm CRD# 134563

Assets Under Management $93,949,547

No. Of Clients254

Clients Per Financial Advisor127

HOFFMAN & ASSOCIATES FINANCIAL & ESTATE ADVISORS, INC. is a financial advisory firm situated in Ventura, California. With a nearly $94M assets under management, the firm specializes in crafting personalized retirement planning solutions for 254 clients. The team consists of 2 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
Portfolio Management for Individuals
Pension Consulting Services
Selection of Other Advisors

View Full Profile

PLATO'S PHILOSOPHY, LLC

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QualificationsFirm CRD# 319564

Assets Under Management $38,070,000

No. Of Clients1

Clients Per Financial Advisor0

PLATO'S PHILOSOPHY, LLC is a financial advisory firm situated in Ventura, California. With a nearly $38M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

Fixed Fees
Other (FIXED BASIS POINTS OF OVERALL EXPENSE RATIO)

Financial Planning Services

Financial Planning
Portfolio Management for Investment
Educational Seminars/ Workshops

View Full Profile

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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