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Find Retirement Advisors for Retirement Planning in Westlake Village, 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 Westlake Village, California

Last Updated - March 22, 2024

Westlake Village has 10 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 20 non-vetted advisors in your local area. These retirement advisors in Westlake Village, California have an average of 16 years of experience.

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List of Qualified Retirement Planning Advisors in Westlake Village, California

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Alano Massi
CFP®
Palm Capital Management

Qualifications
CRD# 6259423
Firm CRD# 151367
Series 65

Minimum Assets Required
Not Specified

Advisory Services:

Financial Advice & Consulting.

Compensation/Fee

Fee-Based

advisor-photo

Qualifications
Firm CRD# 135281

Minimum Assets Required
Not Specified

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

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Andrew Eddy
CFP®, CLU®, AIF®, ChFC®
Eddy Financial, LLC

Qualifications
CRD# 3000011
Firm CRD# 290208

Minimum Assets Required
Not Specified

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, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Not Specified

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Daniel Scott Johnson
CRPC®
Windfall Advisors

Qualifications
CRD# 5819978
Firm CRD# 309261
Series 7, 63, 65, 66

Minimum Assets Required
$250,000

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, Estate Planning & Trusts.

Compensation/Fee

Fee-Only, Based on Assets

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Roy Sherman
CFP®, CFA
Sherman Asset Management

Qualifications
CRD# 6312263
Firm CRD# 170861
Series 65

Minimum Assets Required
$0

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

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

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 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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Michael Cannone
Westmount Partners

Qualifications
CRD# 4857126
Firm CRD# 158857
Series 65

Minimum Assets Required
$3,000,000

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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Nathan Wallace
Savvy Advisors Inc

Qualifications
CRD# 5646552
Firm CRD# 1111
Series 65

Minimum Assets Required
$250,000

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, Estate Planning & Trusts.

Compensation/Fee

Fee-Only, Hourly, Based on Assets

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Christian Johnson
CFP®
California Financial Partners

Qualifications
CRD# 5925386
Firm CRD# 6413
Series 7, 66

Minimum Assets Required
$250,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management.

Compensation/Fee

Fee-Based

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Michael Lynch
Lynch Financial Advisors

Qualifications
CRD# 5062414
Firm CRD# 137094
Series 65

Minimum Assets Required
$0

Advisory Services:

Tax Advice and Services.

Compensation/Fee

Fee-Only, Flat Fee

Top 15 Retirement Planning firms in Westlake Village, California (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
PNMAC CAPITAL MANAGEMENT, LLC
3043 Townsgate Road,
Westlake Village, CA, 91361-3027
$13,921,564,000168
A Percentage of AUM, Performance Based
2
ONE CAPITAL MANAGEMENT, LLC
3075 Townsgate Road, Suite 350
Westlake Village, CA, 91361
$4,940,959,715858656
A Percentage of AUM, Hourly charges, Subscription Fees, Fixed Fees
3
WHITMAN/PETERSON, LLC
3075 Townsgate Road, Suite 210
Westlake Village, CA, 91361
$1,720,491,684621
A Percentage of AUM, Performance Based
4
MANCHESTER FINANCIAL INC
2815 Townsgate Road, Suite 100
Westlake Village, CA, 91361
$798,052,132232018
A Percentage of AUM, Hourly charges, Performance Based
5
THE WEALTH COLLABORATIVE, INC.
30699 Russell Ranch Road, Suite 185
Westlake Village, CA, 91362
$593,264,6314993
A Percentage of AUM, Fixed Fees
6
ALLIANCE ADVISORY & SECURITIES, LLC
31248 E. Oak Crest Drive Ste 100,
Westlake Village, CA, 91361
$454,406,861201025
A Percentage of AUM, Hourly charges, Fixed Fees
7
CRUDEN BAY INVESTMENT MANAGEMENT, LLC
2945 Townsgate Road, Suite 200
Westlake Village, CA, 91361
$440,739,7624834
A Percentage of AUM
8
FMB WEALTH MANAGEMENT
100 N. Westlake Blvd., Suite 201,
Westlake Village, CA, 91362
$404,514,3627438
A Percentage of AUM
9
OAK ASSET MANAGEMENT, LLC
2535 Townsgate Road, Suite 300
Westlake Village, CA, 91361
$312,225,5386834
A Percentage of AUM
10
ZEPHYR WEALTH MANAGEMENT
3625 E. Thousand Oaks Blvd., Suite 145
Westlake Village, CA, 91362
$294,408,1166397
A Percentage of AUM, Hourly charges
11
NBS FINANCIAL SERVICES, INC.
340 N Westlake Blvd, Ste 112
Westlake Village, CA, 91362
$225,358,0374115
A Percentage of AUM, Hourly charges, Fixed Fees
12
WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC
30700 Russell Ranch Road, Suite 250
Westlake Village, CA, 91362
$196,778,1036353
A Percentage of AUM, Hourly charges, Fixed Fees
13
CALABASAS ADVISORY GROUP, LLC
32107 Lindero Canyon Rd., Suite 133
Westlake Village, CA, 91361
$185,393,00012092
A Percentage of AUM
14
WINTERS FINANCIAL GROUP, INC.
2659 Townsgate Rd., #213
Westlake Village, CA, 91361
$168,167,8185003
A Percentage of AUM, Hourly charges, Fixed Fees
15
FISCHER INVESTMENT STRATEGIES, LLC
920 Hampshire Road, Suite A-2
Westlake Village, CA, 91361-6039
$154,750,4418344
A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Westlake Village, California

QualificationsFirm CRD# 147101

Assets Under Management $13,921,564,000

No. Of Clients1

Clients Per Financial Advisor0

PNMAC CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Westlake Village, California. With a nearly $14B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 68 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 114861

Assets Under Management $4,940,959,715

No. Of Clients8586

Clients Per Financial Advisor153

ONE CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Westlake Village, California. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 8586 clients. The team consists of 56 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Subscription Fees
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Publication of periodicals or Newsleters
View Full Profile

QualificationsFirm CRD# 296087

Assets Under Management $1,720,491,684

No. Of Clients6

Clients Per Financial Advisor0

WHITMAN/PETERSON, LLC is a financial advisory firm situated in Westlake Village, California. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 clients. The team consists of 21 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 106071

Assets Under Management $798,052,132

No. Of Clients2320

Clients Per Financial Advisor129

MANCHESTER FINANCIAL INC is a financial advisory firm situated in Westlake Village, California. With a nearly $798M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2320 clients. The team consists of 18 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Performance Based

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 142618

Assets Under Management $593,264,631

No. Of Clients499

Clients Per Financial Advisor166

THE WEALTH COLLABORATIVE, INC. is a financial advisory firm situated in Westlake Village, California. With a nearly $593M assets under management, the firm specializes in crafting personalized retirement planning solutions for 499 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
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 18835

Assets Under Management $454,406,861

No. Of Clients2010

Clients Per Financial Advisor80

ALLIANCE ADVISORY & SECURITIES, LLC is a financial advisory firm situated in Westlake Village, California. With a nearly $454M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2010 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
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 284787

Assets Under Management $440,739,762

No. Of Clients483

Clients Per Financial Advisor121

CRUDEN BAY INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in Westlake Village, California. With a nearly $441M assets under management, the firm specializes in crafting personalized retirement planning solutions for 483 clients. The team consists of 4 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
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 122309

Assets Under Management $404,514,362

No. Of Clients743

Clients Per Financial Advisor93

FMB WEALTH MANAGEMENT is a financial advisory firm situated in Westlake Village, California. With a nearly $405M assets under management, the firm specializes in crafting personalized retirement planning solutions for 743 clients. The team consists of 8 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
View Full Profile

QualificationsFirm CRD# 287856

Assets Under Management $312,225,538

No. Of Clients683

Clients Per Financial Advisor171

OAK ASSET MANAGEMENT, LLC is a financial advisory firm situated in Westlake Village, California. With a nearly $312M assets under management, the firm specializes in crafting personalized retirement planning solutions for 683 clients. The team consists of 4 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
  • Portfolio Management for Business
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 166303

Assets Under Management $294,408,116

No. Of Clients639

Clients Per Financial Advisor91

ZEPHYR WEALTH MANAGEMENT is a financial advisory firm situated in Westlake Village, California. With a nearly $294M assets under management, the firm specializes in crafting personalized retirement planning solutions for 639 clients. The team consists of 7 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

QualificationsFirm CRD# 110600

Assets Under Management $225,358,037

No. Of Clients411

Clients Per Financial Advisor82

NBS FINANCIAL SERVICES, INC. is a financial advisory firm situated in Westlake Village, California. With a nearly $225M assets under management, the firm specializes in crafting personalized retirement planning solutions for 411 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
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 324173

Assets Under Management $196,778,103

No. Of Clients635

Clients Per Financial Advisor212

WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Westlake Village, California. With a nearly $197M assets under management, the firm specializes in crafting personalized retirement planning solutions for 635 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
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 288224

Assets Under Management $185,393,000

No. Of Clients1209

Clients Per Financial Advisor605

CALABASAS ADVISORY GROUP, LLC is a financial advisory firm situated in Westlake Village, California. With a nearly $185M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1209 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

Financial Planning Services

  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 309549

Assets Under Management $168,167,818

No. Of Clients500

Clients Per Financial Advisor167

WINTERS FINANCIAL GROUP, INC. is a financial advisory firm situated in Westlake Village, California. With a nearly $168M assets under management, the firm specializes in crafting personalized retirement planning solutions for 500 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
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 156883

Assets Under Management $154,750,441

No. Of Clients834

Clients Per Financial Advisor209

FISCHER INVESTMENT STRATEGIES, LLC is a financial advisory firm situated in Westlake Village, California. With a nearly $155M assets under management, the firm specializes in crafting personalized retirement planning solutions for 834 clients. The team consists of 4 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
View Full Profile

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