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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 - April 25, 2025Woodland Hills has 15 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 24 years of experience.
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List of Qualified Retirement Planning Advisors in Woodland Hills, California
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
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
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
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
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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 | 21650 Oxnard Street, Suite 2300 Woodland Hills, CA, 91367 | $2,535,311,796 | 7094 | 46 | A percentage of AUM, Fixed fees |
| 2 | 22466 Ventura Boulevard, Woodland Hills, CA, 91364 | $1,089,228,509 | 5816 | 18 | A percentage of AUM, Hourly charges, Performance Based |
| 3 | 21600 Oxnard Street, Ste. 1755 Woodland Hills, CA, 91367 | $554,102,397 | 1149 | 9 | A percentage of AUM |
| 4 | 5855 Topanga Canyon Blvd., Suite 205 Woodland Hills, CA, 91367 | $497,448,183 | 224 | 8 | A percentage of AUM |
| 5 | 6928 Owensmouth Ave., #200 Woodland Hills, CA, 91303 | $471,149,663 | 1145 | 14 | A percentage of AUM, Fixed fees, Performance Based |
| 6 | 5850 Canoga Avenue, Suite 400 Woodland Hills, CA, 91367 | $336,776,746 | 523 | 2 | A percentage of AUM, Hourly charges, Fixed fees |
| 7 | 21300 Victory Blvd, Suite 855 Woodland Hills, CA, 91367 | $319,333,215 | 599 | 6 | A percentage of AUM, Fixed fees |
| 8 | 21031 Ventura Blvd, Ste #424 Woodland Hills, CA, 91364 | $193,893,510 | 612 | 5 | A percentage of AUM, Hourly charges, Fixed fees |
| 9 | 20335 Ventura Blvd Ste 125, Woodland Hills, CA, 91364 | $153,377,779 | 1232 | 14 | A percentage of AUM, Commission Based |
| 10 | 5950 Canoga Avenue, Suite 540 Woodland Hills, CA, 91367 | $132,658,986 | 191 | 5 | A percentage of AUM |
Information on Top Retirement Planning firms in Woodland Hills, California
QualificationsFirm CRD# 165168
Assets Under Management $2,535,311,796
No. Of Clients7094
Clients Per Financial Advisor154
STEELPEAK WEALTH, LLC is a financial advisory firm situated in Woodland Hills, California. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 7094 clients. The team consists of 46 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 153991
Assets Under Management $1,089,228,509
No. Of Clients5816
Clients Per Financial Advisor323
TAMAR SECURITIES, LLC is a financial advisory firm situated in Woodland Hills, California. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5816 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Other (ALTERNATIVE INVESTMENTS & PROFESSIONAL ALLIANCE NETWORK)
QualificationsFirm CRD# 135281
Assets Under Management $554,102,397
No. Of Clients1149
Clients Per Financial Advisor128
DASH INVESTMENTS is a financial advisory firm situated in Woodland Hills, California. With a nearly $554M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1149 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
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 110399
Assets Under Management $497,448,183
No. Of Clients224
Clients Per Financial Advisor28
CHELSEA MANAGEMENT COMPANY is a financial advisory firm situated in Woodland Hills, California. With a nearly $497M assets under management, the firm specializes in crafting personalized retirement planning solutions for 224 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 and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 172932
Assets Under Management $471,149,663
No. Of Clients1145
Clients Per Financial Advisor82
LAZARI CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Woodland Hills, California. With a nearly $471M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1145 clients. The team consists of 14 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 services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
QualificationsFirm CRD# 158041
Assets Under Management $336,776,746
No. Of Clients523
Clients Per Financial Advisor262
PARAGON FINANCIAL PARTNERS is a financial advisory firm situated in Woodland Hills, California. With a nearly $337M assets under management, the firm specializes in crafting personalized retirement planning solutions for 523 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 134506
Assets Under Management $319,333,215
No. Of Clients599
Clients Per Financial Advisor100
ODER INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in Woodland Hills, California. With a nearly $319M assets under management, the firm specializes in crafting personalized retirement planning solutions for 599 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 286235
Assets Under Management $193,893,510
No. Of Clients612
Clients Per Financial Advisor122
HESEN & HASLAM is a financial advisory firm situated in Woodland Hills, California. With a nearly $194M assets under management, the firm specializes in crafting personalized retirement planning solutions for 612 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 141988
Assets Under Management $153,377,779
No. Of Clients1232
Clients Per Financial Advisor88
PROVIDENCE FINANCIAL AND INSURANCES, INC. is a financial advisory firm situated in Woodland Hills, California. With a nearly $153M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1232 clients. The team consists of 14 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 services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
QualificationsFirm CRD# 156588
Assets Under Management $132,658,986
No. Of Clients191
Clients Per Financial Advisor38
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 $133M assets under management, the firm specializes in crafting personalized retirement planning solutions for 191 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 and/or small businesses
- Pesnsion consulting services
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