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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 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 registration checks. 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 - March 12, 2025Woodland Hills has 18 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 23 years of experience.
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List of Qualified Retirement Planning Advisors in Woodland Hills, California
VERIFIEDQualifications
Firm CRD# 135281
Series 63, 65
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, Based on Assets
VERIFIEDPure Financial Advisors LLC
Pure Financial Advisors, LLC
Qualifications
Firm CRD# 144316
Minimum Assets Required
Not Specified
Advisory Services:
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
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
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
VERIFIEDX Advisors, LLC
CFP®
Qualifications
Firm CRD# 315838
Series 7, 24, 63, 65, 66
Minimum Assets Required
$100,000
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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDJeff Kritzberg
Prudential
Qualifications
CRD# 6851282
Firm CRD# 8733
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
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
VERIFIEDIra 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
VERIFIEDGuillermo Saade
Prudential
Qualifications
CRD# 6894298
Firm CRD# 8733
Series 7, 66
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, Insurance Products & Annuities
Compensation/Fee
Not Specified
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDMichael DeSantis
CFP®
Farther Finance LLC
Qualifications
CRD# 6320795
Firm CRD# 302050
Series 65
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDJarret Rodriguez-Conklin
CIMA®, ChFC®
Homestead Wealth Management
Qualifications
CRD# 4977996
Firm CRD# 6413
Series 7, 63, 66
Minimum Assets Required
Not Specified
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Financial Advice & Consulting, Investment Advice & Management
Compensation/Fee
Fee-Based, Hourly, Flat Fee, Based on Assets
VERIFIEDHomestead Wealth Management
CIMA®, AIF®, ChFC®
Qualifications
Firm CRD# 6413
Series 7, 63, 65, 66
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
VERIFIEDQualifications
Firm CRD# 113057
Minimum Assets Required
Not Specified
Advisory Services:
Financial Planning, Retirement Planning, Wealth Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Compensation/Fee
Not Specified
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
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 | 21650 Oxnard Street, Suite 2300 Woodland Hills, CA, 91367 | $1,893,025,457 | 6027 | 37 | A Percentage of AUM, Fixed Fees |
| 2 | 22466 Ventura Boulevard, Woodland Hills, CA, 91364 | $874,321,495 | 5036 | 17 | A Percentage of AUM, Hourly charges, Performance Based |
| 3 | 6928 Owensmouth Ave., #200 Woodland Hills, CA, 91303 | $398,591,539 | 761 | 9 | A Percentage of AUM, Fixed Fees, Performance Based |
| 4 | 21600 Oxnard Street, Ste. 1755 Woodland Hills, CA, 91367 | $341,577,536 | 828 | 7 | A Percentage of AUM |
| 5 | 5850 Canoga Avenue, Suite 315 Woodland Hills, CA, 91367 | $295,499,654 | 761 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 6 | 5850 Canoga Avenue, Suite 400 Woodland Hills, CA, 91367 | $247,023,084 | 519 | 2 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 7 | 21300 Victory Blvd, Suite 855 Woodland Hills, CA, 91367 | $245,493,169 | 565 | 6 | A Percentage of AUM, Fixed Fees |
| 8 | 21031 Ventura Blvd, Ste #424 Woodland Hills, CA, 91364 | $176,947,362 | 514 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 9 | 20335 Ventura Blvd Ste 125, Woodland Hills, CA, 91364 | $131,079,977 | 1256 | 8 | A Percentage of AUM, Commission Based |
| 10 | 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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