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Find Retirement Advisors for Retirement Planning in Woodland Hills, 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 Woodland Hills, California

Last Updated - May 23, 2024

Woodland Hills has 13 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 10 non-vetted advisors in your local area. These retirement advisors in Woodland Hills, California have an average of 16 years of experience.

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List of Qualified Retirement Planning Advisors in Woodland Hills, California

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Andrew Selu
Edelman Financial Engines, LLC

Qualifications
CRD# 6281487
Firm CRD# 104510
Series 66

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

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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Alano Massi
CFP®
Palm Capital Management

Qualifications
CRD# 6259423
Firm CRD# 151367
Series 65

Minimum Assets Required
$250,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Based on Assets

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Jeff Kritzberg
Prudential

Qualifications
CRD# 6851282
Firm CRD# 5685
Series 6, 63, 65

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Not Specified

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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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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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Ira Zito
CFP®, ChFC®
Financial Peak

Qualifications
CRD# 2621037
Firm CRD# 318061

Minimum Assets Required
$50,000

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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Flat Fee, 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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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 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

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Jaci Iannello
CFP®, CRPC®
Edelman Financial Engines, LLC

Qualifications
CRD# 6411855
Firm CRD# 104510
Series 66

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

Top 10 Retirement Planning firms in Woodland Hills, California (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
STEELPEAK WEALTH, LLC
21650 Oxnard Street, Suite 2300
Woodland Hills, CA, 91367
$1,893,025,457602737
A Percentage of AUM, Fixed Fees
2
TAMAR SECURITIES, LLC
22466 Ventura Boulevard,
Woodland Hills, CA, 91364
$874,321,495503617
A Percentage of AUM, Hourly charges, Performance Based
3
LAZARI CAPITAL MANAGEMENT, INC.
6928 Owensmouth Ave., #200
Woodland Hills, CA, 91303
$398,591,5397619
A Percentage of AUM, Fixed Fees, Performance Based
4
DASH INVESTMENTS
21600 Oxnard Street, Ste. 1755
Woodland Hills, CA, 91367
$341,577,5368287
A Percentage of AUM
5
PRIVATE WEALTH SOLUTIONS, LLC
5850 Canoga Avenue, Suite 315
Woodland Hills, CA, 91367
$295,499,6547613
A Percentage of AUM, Hourly charges, Fixed Fees
6
PARAGON FINANCIAL PARTNERS
5850 Canoga Avenue, Suite 400
Woodland Hills, CA, 91367
$247,023,0845192
A Percentage of AUM, Hourly charges, Fixed Fees
7
ODER INVESTMENT MANAGEMENT, LLC
21300 Victory Blvd, Suite 855
Woodland Hills, CA, 91367
$245,493,1695656
A Percentage of AUM, Fixed Fees
8
HESEN & HASLAM
21031 Ventura Blvd, Ste #424
Woodland Hills, CA, 91364
$176,947,3625145
A Percentage of AUM, Hourly charges, Fixed Fees
9
PROVIDENCE FINANCIAL AND INSURANCES, INC.
20335 Ventura Blvd Ste 125,
Woodland Hills, CA, 91364
$131,079,97712568
A Percentage of AUM, Commission Based
10
GOLDEN K PLANS AND WEALTH MANAGEMENT A DBA OF GOLDEN K WEALTH MG
5950 Canoga Avenue, Suite 540
Woodland Hills, CA, 91367
$107,611,1772045
A Percentage of AUM

Information on Top Retirement Planning firms in Woodland Hills, California

QualificationsFirm CRD# 165168

Assets Under Management $1,893,025,457

No. Of Clients6027

Clients Per Financial Advisor163

STEELPEAK WEALTH, LLC is a financial advisory firm situated in Woodland Hills, California. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6027 clients. The team consists of 37 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
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 153991

Assets Under Management $874,321,495

No. Of Clients5036

Clients Per Financial Advisor296

TAMAR SECURITIES, LLC is a financial advisory firm situated in Woodland Hills, California. With a nearly $874M assets under management, the firm specializes in crafting personalized retirement planning solutions for 5036 clients. The team consists of 17 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
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 172932

Assets Under Management $398,591,539

No. Of Clients761

Clients Per Financial Advisor85

LAZARI CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Woodland Hills, California. With a nearly $399M assets under management, the firm specializes in crafting personalized retirement planning solutions for 761 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 135281

Assets Under Management $341,577,536

No. Of Clients828

Clients Per Financial Advisor118

DASH INVESTMENTS is a financial advisory firm situated in Woodland Hills, California. With a nearly $342M assets under management, the firm specializes in crafting personalized retirement planning solutions for 828 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

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 289437

Assets Under Management $295,499,654

No. Of Clients761

Clients Per Financial Advisor254

PRIVATE WEALTH SOLUTIONS, LLC is a financial advisory firm situated in Woodland Hills, California. With a nearly $295M assets under management, the firm specializes in crafting personalized retirement planning solutions for 761 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
  • Portfolio Management for Business
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 158041

Assets Under Management $247,023,084

No. Of Clients519

Clients Per Financial Advisor260

PARAGON FINANCIAL PARTNERS is a financial advisory firm situated in Woodland Hills, California. With a nearly $247M assets under management, the firm specializes in crafting personalized retirement planning solutions for 519 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
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 134506

Assets Under Management $245,493,169

No. Of Clients565

Clients Per Financial Advisor94

ODER INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in Woodland Hills, California. With a nearly $245M assets under management, the firm specializes in crafting personalized retirement planning solutions for 565 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
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 286235

Assets Under Management $176,947,362

No. Of Clients514

Clients Per Financial Advisor103

HESEN & HASLAM is a financial advisory firm situated in Woodland Hills, California. With a nearly $177M assets under management, the firm specializes in crafting personalized retirement planning solutions for 514 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
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 141988

Assets Under Management $131,079,977

No. Of Clients1256

Clients Per Financial Advisor157

PROVIDENCE FINANCIAL AND INSURANCES, INC. is a financial advisory firm situated in Woodland Hills, California. With a nearly $131M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1256 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
  • Commission Based

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# 156588

Assets Under Management $107,611,177

No. Of Clients204

Clients Per Financial Advisor41

GOLDEN K PLANS AND WEALTH MANAGEMENT A DBA OF GOLDEN K WEALTH MG is a financial advisory firm situated in Woodland Hills, California. With a nearly $108M assets under management, the firm specializes in crafting personalized retirement planning solutions for 204 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

Financial Planning Services

  • Portfolio Management for Individuals
  • Pension Consulting Services
View Full Profile

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