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Find Retirement Planners for Retirement Planning in New Mexico

While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and can seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:

1. Is it the right time to retire?

2. Will I be able to lead a decent lifestyle with my current savings?

3. How much money should I withdraw from my investments so that I have enough money left in my account?

4. How to handle my 401k rollover and IRA?

A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.

Among the top retirement financial planners in New Mexico, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.

List of Qualified Retirement Planners in New Mexico

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Andrew Greene

Edelman Financial Engines, LLC

6565 Americas Parkway NE Suite 850

Albuquerque, NM 87110

505-338-3465

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Robert Balow, MBA

Retirement & Legacy Solutions

6100 Uptown Blvd NE
Suite 610

Albuquerque, NM 87110

505-296-6002

List of Additional Retirement Planners in New Mexico*

* Additional advisor listing is provided in partnership with Yext

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The Eckelman Bergamo Yablonsky Team - UBS Financial Services Inc.

2155 Louisiana Blvd NE
Suite 10000

Albuquerque, NM 87110
505-880-2715

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Alpine Financial Partners

2610 Trinity Drive
Suite 10

Los Alamos, NM 87544
505-500-8420

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Altus Wealth Management

6100 Uptown Boulevard Northeast
Suite 610 A

Albuquerque, NM 87110
505-977-2000

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Troy Tunell, CTFA - UBS Financial Services Inc.

2155 Louisiana Blvd NE
Suite 10000

Albuquerque, NM 87110
505-880-2709

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Ascendant Financial Advisors

732 East Michigan Drive
Suite 520

Hobbs, NM 88240
575-964-1583

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Sean T Gallagher - Morgan Stanley

150 Washington Ave
Suite 301

Santa Fe, NM 87501
505-988-7719

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High Desert Institutional Consulting - UBS Financial Services Inc.

2155 Louisiana Blvd NE
Suite 10000

Albuquerque, NM 87110
505-880-2704

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Ed Jordan - Morgan Stanley

6565 Americas Pkwy NE
Ste 400

Albuquerque, NM 87110
505-889-2868

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Tom Martin CFP® AAMS®, Financial Advisor

460 St Michaels Drive
Suite 1101

Santa Fe, NM 87505
505-465-4000

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Friedrich Lamm - UBS Financial Services Inc.

2155 Louisiana Blvd NE
Suite 10000

Albuquerque, NM 87110
505-880-2754

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Susie Nelson - Gateway Mortgage Group

1225 S. Main St.

Las Cruces, NM 88005
575-205-2524

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CFSC Speedy Loan

1708 E. Historic Hwy 66

Gallup, NM 87301
505-863-0200

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CFSC Speedy Loan

3030 East Main St
Suite L

Farmington, NM 87402
505-327-3948

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CFSC Speedy Loan

201 West Santa Fe Avenue

Grants, NM 87020
505-287-4011

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Discount Tire

3921 Las Estancias Ct Sw

Albuquerque, NM 87121
505-600-4039

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Syndicus Financial, LLC

6565 Americas Parkway NE
Suite 300

Albuquerque, NM 87110
505-880-2070

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Brad Yablonsky - UBS Financial Services Inc.

2155 Louisiana Boulevard
North East, Suite 3000

Albuquerque, NM 87110
505-880-2720

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Jennifer Schroeder - Ameriprise Financial Services, LLC

300 Galisteo St
Ste 101

Santa Fe, NM 87501
505-995-0714

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William S. Reardon - Morgan Stanley

6565 Americas Pkwy NE
Ste 400

Albuquerque, NM 87110
505-889-2875

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Campbell & Associates - Ameriprise Financial Services, LLC

300 Galisteo St
Ste 101

Santa Fe, NM 87501
505-995-0714

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Julia Cohen - Morgan Stanley

6565 Americas Pkwy NE
Ste 400

Albuquerque, NM 87110
505-889-2884

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Edward Jones - Financial Advisor: Michael J Cupp

2801 Rodeo Rd
Suite D

Santa Fe, NM 87507
505-474-7526

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Trevor G Thomas - Ameriprise Financial Services, LLC

3850 Masthead St NE

Albuquerque, NM 87109
505-884-5757

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Richard B Bacon - Ameriprise Financial Services, LLC

3850 Masthead St NE

Albuquerque, NM 87109
505-884-5757

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CFSC Speedy Loan

2621 San Mateo Blvd

Albuquerque, NM 87110
505-881-7223

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CFSC Speedy Loan

6300 San Mateo NE
Ste C-2

Albuquerque, NM 87109
505-821-1480

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Ronald R. Dalley - Morgan Stanley

4801 N Butler
Ste 14101

Farmington, NM 87401
505-326-9327

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Nicholaus Warner - Morgan Stanley

6565 Americas Pkwy NE
Ste 400

Albuquerque, NM 87110
505-889-2826

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Michael Duboise - Morgan Stanley

6565 Americas Pkwy NE
Ste 400

Albuquerque, NM 87110
505-889-2806

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Horizons Sustainable Financial Services

535 Cerrillos Road
Suite A2

Santa Fe, NM 87501
505-982-9661

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Elise Neal Davis - Morgan Stanley

150 Washington Ave
Suite 301

Santa Fe, NM 87501
505-988-7701

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Morgan Stanley

3050 Roadrunner Pkwy
Ste B

Las Cruces, NM 88011
575-522-8500

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SAFE-Money Alliance

1100 S. Main Street
Suite 10

Las Cruces, NM 88005
575-556-2472

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Chaney and Marin Financial Planning

1340 Picacho Hills Drive

Las Cruces, NM 88007
575-556-2463

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Engage Retirement

1720 Louisiana Boulevard NE
300

Albuquerque, NM 87110
505-268-2052

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Jerry Macias, LUTCF

575-527-2990

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Mark J. Napolin & Associates, Inc.

6101 Moon Street Northeast
Suite 3000

Albuquerque, NM 87111
505-821-7130

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Burba, Cole & Overstreet, LLC

412 N Canal St

Carlsbad, NM 88221
575-887-2013

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Linda Richins - Morgan Stanley

6565 Americas Pkwy NE
Ste 400

Albuquerque, NM 87110
505-889-2843

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Charlie Carroll - Morgan Stanley

6565 Americas Pkwy NE
Ste 400

Albuquerque, NM 87110
505-872-7305

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Cal Willis Wealth Management

10007 Wilshire Ave NE

Albuquerque, NM 87122
505-440-8593

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CFSC Speedy Loan

4100 Southern Blvd. SE
Ste 2C

Rio Rancho, NM 87124
505-994-1933

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CFSC Speedy Loan

4350 Airport Rd.
#7

Sante Fe, NM 87507
505-471-0537

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CFSC Speedy Loan

1300 Broadway Avenue

Bloomfield, NM 87413
505-634-1100

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CFSC Speedy Loan

1111 B. Riverside Dr.

Espanola, NM 87532
505-747-1932

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Financial Partners

50 Oshara Boulevard

Santa Fe, NM 87508
505-216-0838

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Davis Advisory Group, LLC

5130 Masthead. Street Northeast
Suite C

Albuquerque, NM 87109
505-242-8885

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Wealth Management Group, LLC

409 New Mexico Highway 528 North East

Rio Rancho, NM 87124
505-892-3300

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Ted Duvall - Ameriprise Financial Services, LLC

3850 Masthead St NE

Albuquerque, NM 87109
505-884-5757

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CUE Financial Group

601 Tijeras Avenue NorthWest

Albuquerque, NM 87102
505-768-7155

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Fractal Profile Wealth Management

4801 Lang Avenue Northeast
Suite 110

Albuquerque, NM 87109
505-301-7960

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Clearfork Financial Planning

1008 West Mesa Verde Drive

Hobbs, NM 88240
575-631-8909

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Knight Financial Limited

115 La Posta Road #D

Taos, NM 87571
575-751-3388

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Meridian Wealth Advisors

9400 Holly Ave NE Bldg 4

Albuquerque, NM 87122
505-828-2220

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Johnson Financial Services

253 West Hadley Avenue

Las Cruces, NM 88005
575-526-2500

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Brian Spinnato - Ameriprise Financial Services, LLC

8204 Louisiana Blvd NE
Ste B

Albuquerque, NM 87113
505-886-2688

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Heather Holmes - Morgan Stanley

4801 N Butler
Ste 14101

Farmington, NM 87401
505-326-9332

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Erwin & Associates

1800 Sheffield Drive
Ste E

Clovis, NM 88101
575-769-1882

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Allstate Personal Financial Representative: Lee Allbright

5528 Eubank Blvd NE
Ste 3

Albuquerque, NM 87111
505-720-2756

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Allstate Personal Financial Representative: Dennis McDaniel

12386 Lomas Blvd NE
Ste 5-B

Albuquerque, NM 87112
505-328-0846

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Allstate Personal Financial Representative: Michael Rose

2601 Wyoming Blvd NE
Ste 102

Albuquerque, NM 87112
505-346-0095

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Allstate Personal Financial Representative: Ketan Patel

6501 4th St NW
Ste G

Los Ranchos, NM 87107
505-344-5877

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Trish Gallegos - Ameriprise Financial Services, LLC

6501 Wyoming Blvd NE
Bldg E

Albuquerque, NM 87109
505-897-6752

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Carl Overmyer - Ameriprise Financial Services, LLC

340 N Water St

Las Cruces, NM 88001
575-541-6501

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Allstate Personal Financial Representative: Victor Hernandez Jr

1065 S Main St
Ste C

Las Cruces, NM 88005
512-534-6907

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Susan Morrison - Ameriprise Financial Services, LLC

7101 Jefferson St NE
Ste C

Albuquerque, NM 87109
505-433-2255

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Brent Lambert - Morgan Stanley

3050 Roadrunner Pkwy
Ste B

Las Cruces, NM 88011
575-521-2355

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Shannon Wamre - Morgan Stanley

6565 Americas Pkwy NE
Ste 400

Albuquerque, NM 87110
505-889-2844

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Daniel Merians - UBS Financial Services Inc.

141 East Palace Avenue
Coronado Building

Santa Fe, NM 87501
505-989-5108

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Aster Wealth Management - UBS Financial Services Inc.

141 East Palace Avenue
Coronado Building

Santa Fe, NM 87501
505-989-5114

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Santa Fe, NM Branch Office - UBS Financial Services Inc.

141 East Palace Avenue
Coronado Building

Santa Fe, NM 87501
505-989-5111

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Manuel Monasterio, CPWA, AAMS - UBS Financial Services Inc.

141 East Palace Avenue
Coronado Building

Santa Fe, NM 87501
505-989-5111

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Albuquerque, NM Branch Office - UBS Financial Services Inc.

2155 Louisiana Boulevard North East
Suite 10000

Albuquerque, NM 87110
505-881-1700

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Merians Wealth Management Group - UBS Financial Services Inc.

141 East Palace Avenue
Coronado Building

Santa Fe, NM 87501
505-989-5108

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The Sage Group - Morgan Stanley

4801 N Butler
Ste 14101

Farmington, NM 87401
505-327-6201

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Morgan Paul Hees - UBS Financial Services Inc.

141 East Palace Avenue
Coronado Building

Santa Fe, NM 87501
505-989-5119

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Clarence Hughes - UBS Financial Services Inc.

2155 Louisiana Blvd NE
Suite 10000

Albuquerque, NM 87110
505-880-2749

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David Bruner, CFP, CIMA - UBS Financial Services Inc.

2155 Louisiana Blvd NE
Suite 10000

Albuquerque, NM 87110
505-880-2704

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Robert Hoffman - UBS Financial Services Inc.

141 East Palace Avenue
Coronado Building

Santa Fe, NM 87501
505-989-5124

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Jim Loleit - Morgan Stanley

4801 N Butler
Ste 14101

Farmington, NM 87401
505-326-9322

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The Galileo Wealth Management Group - Morgan Stanley

4801 N Butler
Ste 14101

Farmington, NM 87401
505-326-9326

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Donald Friedman - Morgan Stanley

6565 Americas Pkwy NE
Ste 400

Albuquerque, NM 87110
505-889-2885

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James Gerwels - Morgan Stanley

3050 Roadrunner Pkwy
Ste B

Las Cruces, NM 88011
575-521-2341

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Frances Robinson Bidwell - Morgan Stanley

150 Washington Ave
Suite 301

Santa Fe, NM 87501
505-988-7727

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Fred Andersson - Morgan Stanley

3050 Roadrunner Pkwy
Ste B

Las Cruces, NM 88011
575-521-2350

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Michael Daly - Morgan Stanley

6565 Americas Pkwy NE
Ste 400

Albuquerque, NM 87110
505-889-2879

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Molly Bekken - Morgan Stanley

3050 Roadrunner Pkwy
Ste B

Las Cruces, NM 88011
575-521-2342

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Matt Bunkowski - Morgan Stanley

150 Washington Ave
Suite 301

Santa Fe, NM 87501
505-988-7707

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Rosie Milloy - Morgan Stanley

150 Washington Ave
Suite 301

Santa Fe, NM 87501
505-988-7736

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Morgan Stanley

6565 Americas Pkwy NE
Ste 400

Albuquerque, NM 87110
505-883-6262

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Lisa Obeji - Morgan Stanley

6565 Americas Pkwy NE
Ste 400

Albuquerque, NM 87110
505-889-2832

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The Martin-Jordan Group - Morgan Stanley

6565 Americas Pkwy NE
Ste 400

Albuquerque, NM 87110
505-889-2868

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Clifford Anders Gramer - Morgan Stanley

6565 Americas Pkwy NE
Ste 400

Albuquerque, NM 87110
505-889-2878

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Ben Alaimo-Monson - Morgan Stanley

150 Washington Ave
Suite 301

Santa Fe, NM 87501
505-988-7702

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Toby Rue - Morgan Stanley

3050 Roadrunner Pkwy
Ste B

Las Cruces, NM 88011
575-521-2377

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Chris Guillen - Morgan Stanley

6565 Americas Pkwy NE
Ste 400

Albuquerque, NM 87110
505-889-2864

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Carlos Duque - Morgan Stanley

6565 Americas Pkwy NE
Ste 400

Albuquerque, NM 87110
505-889-2833

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John Rochester - Morgan Stanley

150 Washington Ave
Suite 301

Santa Fe, NM 87501
505-988-7722

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Michael Blackwell - Morgan Stanley

6565 Americas Pkwy NE
Ste 400

Albuquerque, NM 87110
505-872-7316

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Morgan Stanley

150 Washington Ave
Suite 301

Santa Fe, NM 87501
505-982-2611

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Don Meccia - Morgan Stanley

150 Washington Ave
Suite 301

Santa Fe, NM 87501
505-988-7724

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Jeremy Campbell - Ameriprise Financial Services, LLC

300 Galisteo St
Ste 101

Santa Fe, NM 87501
505-995-0714

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Bruce Seligman - Morgan Stanley

6565 Americas Pkwy NE
Ste 400

Albuquerque, NM 87110
505-889-2863

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Christopher Shibley - Morgan Stanley

6565 Americas Pkwy NE
Ste 400

Albuquerque, NM 87110
505-889-2883

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Jill Drinkwater - Morgan Stanley

150 Washington Ave
Suite 301

Santa Fe, NM 87501
505-988-7704

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Steve Essington - Wealth Financial Advisor

500 Marquette Avenue NW
Suite 100

Albuquerque, NM 87102
505-843-9223

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Ryan W Mummert - Morgan Stanley

6565 Americas Pkwy NE
Ste 400

Albuquerque, NM 87110
505-889-2888

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Deborah Gaynor - Morgan Stanley

150 Washington Ave
Suite 301

Santa Fe, NM 87501
505-988-7706

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Megan Halvorson - Morgan Stanley

4801 N Butler
Ste 14101

Farmington, NM 87401
505-326-9328

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Charles Reardon - Morgan Stanley

6565 Americas Pkwy NE
Ste 400

Albuquerque, NM 87110
505-889-2862

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Brian Conaway - Morgan Stanley

3050 Roadrunner Pkwy
Ste B

Las Cruces, NM 88011
575-521-2344

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Brian Bower - Morgan Stanley

6565 Americas Pkwy NE
Ste 400

Albuquerque, NM 87110
505-889-2809

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Clovis Martin - Morgan Stanley

6565 Americas Pkwy NE
Ste 400

Albuquerque, NM 87110
505-889-2848

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Brian S. Turner - Morgan Stanley

4801 N Butler
Ste 14101

Farmington, NM 87401
505-326-9331

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Jeff L Young - Morgan Stanley

4801 N Butler
Ste 14101

Farmington, NM 87401
505-326-9329

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Rick Palmer - Morgan Stanley

4801 N Butler
Ste 14101

Farmington, NM 87401
505-326-9321

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Rondi Thornton - Morgan Stanley

6565 Americas Pkwy NE
Ste 400

Albuquerque, NM 87110
505-889-2813

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Tim J Prouty - Morgan Stanley

6565 Americas Pkwy NE
Ste 400

Albuquerque, NM 87110
505-889-2897

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Daniel Montano - Morgan Stanley

6565 Americas Pkwy NE
Ste 400

Albuquerque, NM 87110
505-889-2845

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Thomas Parr CIMA® CRPS® - Morgan Stanley

6565 Americas Pkwy NE
Ste 400

Albuquerque, NM 87110
505-872-7308

* Additional advisor listing is provided in partnership with Yext

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Frequently Asked Questions

Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

  1. Are my current savings enough to get retired?
  2. With my current savings, what will my post-retirement lifestyle look like?
  3. Should I consider making investments right before my retirement?
  4. When is the right time to pay off my mortgage-pre or post-retirement?
  5. How can I mitigate my post-retirement financial risks?

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