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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 - April 19, 2024Woodland Hills has 12 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 17 years of experience.
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List of Qualified Retirement Planning Advisors in Woodland Hills, California
VERIFIEDIra Zito
CFP®, ChFC®
Financial Peak
Qualifications
CRD# 2621037
Firm CRD# 318061
Series 7, 9, 10, 63, 66
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
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
VERIFIEDAlano 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
VERIFIEDJeff 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
VERIFIEDAndrew 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
VERIFIEDDaniel 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
VERIFIEDMichael 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
VERIFIEDMichael 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
VERIFIEDChristian 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
VERIFIEDRoy 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
VERIFIEDNathan 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
VERIFIEDMichael 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
Since 1998
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Top 10 Retirement Planning firms in Woodland Hills, California (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | STEELPEAK WEALTH, LLC 21650 Oxnard Street, Suite 2300 Woodland Hills, CA, 91367 | $1,893,025,457 | 6027 | 37 | A Percentage of AUM, Fixed Fees |
| 2 | TAMAR SECURITIES, LLC 22466 Ventura Boulevard, Woodland Hills, CA, 91364 | $874,321,495 | 5036 | 17 | A Percentage of AUM, Hourly charges, Performance Based |
| 3 | LAZARI CAPITAL MANAGEMENT, INC. 6928 Owensmouth Ave., #200 Woodland Hills, CA, 91303 | $398,591,539 | 761 | 9 | A Percentage of AUM, Fixed Fees, Performance Based |
| 4 | DASH INVESTMENTS 21600 Oxnard Street, Ste. 1755 Woodland Hills, CA, 91367 | $341,577,536 | 828 | 7 | A Percentage of AUM |
| 5 | PRIVATE WEALTH SOLUTIONS, LLC 5850 Canoga Avenue, Suite 315 Woodland Hills, CA, 91367 | $295,499,654 | 761 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 6 | PARAGON FINANCIAL PARTNERS 5850 Canoga Avenue, Suite 400 Woodland Hills, CA, 91367 | $247,023,084 | 519 | 2 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 7 | ODER INVESTMENT MANAGEMENT, LLC 21300 Victory Blvd, Suite 855 Woodland Hills, CA, 91367 | $245,493,169 | 565 | 6 | A Percentage of AUM, Fixed Fees |
| 8 | HESEN & HASLAM 21031 Ventura Blvd, Ste #424 Woodland Hills, CA, 91364 | $176,947,362 | 514 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 9 | PROVIDENCE FINANCIAL AND INSURANCES, INC. 20335 Ventura Blvd Ste 125, Woodland Hills, CA, 91364 | $131,079,977 | 1256 | 8 | 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 | $107,611,177 | 204 | 5 | 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
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
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
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
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
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
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
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
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
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
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