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Find Retirement Planners for Retirement Planning in Seattle, Washington

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.

List of Qualified Retirement Planners in Seattle, Washington

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Dimas Lizardo

Edelman Financial Engines, LLC

800 5th Avenue
Suite 4100

Seattle,WA 98104
(425) 9181414

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John Angelo Flavin, ChFC®, CFP®, CLU®, CCIM®, AIF®

Aspire Capital Advisors LLC

1815 N 45th St
Suite 105

Seattle,WA 98103
(206) 2289671

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Jim Falcone

Fulcrum Wealth Advisors, LLC

10940 NE 33rd Place
Suite #210

Bellevue,WA 98004
(877) 4000260

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Eric Chaney

Spectrum Financial Partners

11911 NE 1st Street, Suite 103A Bellevue , WA 98005
3715 S Hudson Street, Suite 104 Seattle, WA 98118

Bellevue And Seattle,WA 98005
(425) 5982919

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Joe Maas, CFA, CFP®, CLU, ChFC, MSFS, CCIM, CWPP

Synergy Financial Management, LLC

13231 SE 36th St
Suite 215

Bellevue,WA 98006
(206) 2289671

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Ryan Sant

Premier Wealth Washington

19101 36th Avenue West, Suite 211

Lynnwood,WA 98036
(425) 7448088

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Cathie Arthurs

Edelman Financial Engines, LLC

20700 44th Ave. W
Suite 240

Lynnwood,WA 98036
(425) 9181414

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Dimas Lizardo

Edelman Financial Engines, LLC

2505 S. 320th Street, Suite 220

Federal Way,WA 98003
(253) 5293322

List of Additional Retirement Planners in Seattle, Washington*

* Additional advisor listing is provided in partnership with YEXT

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Albert Israel - Ameriprise Financial Services, LLC

520 Pike St
Ste 2725

Seattle, WA 98101
2069265330

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Amy Y Allen - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063443514

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Amanda Wilson - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063443533

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Alissa B Hersch - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063442428

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Robert G Maas - Ameriprise Financial Services, LLC

101 Elliott Ave W
Ste 510

Seattle, WA 98119
2066170611

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Asset Guardian

701 5th Avenue
42nd Floor

Seattle, WA 98104
4257771316

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Bareq A. Peshtaz - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063445024

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Angelina Marie Funtanilla - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
2064644068

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Brian D Chase - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063432766

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Alyssa Drew - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063443530

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Brigid Stackpool - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063442488

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Brian R Acarregui - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063432924

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Amani Y. Harris - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
2064644542

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Deanna Kit Wong - Ameriprise Financial Services, LLC

101 Elliott Ave W
Ste 510

Seattle, WA 98119
2062195258

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Brian C Oliger - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2066284408

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Andrea Singleton - Ameriprise Financial Services, LLC

1200 Westlake Ave N
Ste 501

Seattle, WA 98109
2062850260

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Stanley Tse - Ameriprise Financial Services, LLC

1200 Westlake Ave N
Ste 501

Seattle, WA 98109
2062850812

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Scott Lorenzen - Ameriprise Financial Services, LLC

520 Pike St
Ste 2725

Seattle, WA 98101
2065282601

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Jerry Knutson - Ameriprise Financial Services, LLC

520 Pike St
Ste 2725

Seattle, WA 98101
2069265312

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Andrew Rothman - Ameriprise Financial Services, LLC

520 Pike St
Ste 2725

Seattle, WA 98101
2069265309

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David Woosley - Ameriprise Financial Services, LLC

723 Broadway E
Ste A

Seattle, WA 98102
2063242707

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Kirsten Kinnan - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063442407

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Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2066284400

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Scott Rethke - Ameriprise Financial Services, LLC

520 Pike St
Ste 2725

Seattle, WA 98101
2069265321

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John Bender - Ameriprise Financial Services, LLC

520 Pike St
Ste 2725

Seattle, WA 98101
2069265351

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David Levine - Ameriprise Financial Services, LLC

1200 Westlake Ave N
Ste 501

Seattle, WA 98109
2069069835

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Thomas W Drouin - Ameriprise Financial Services, LLC

520 Pike St
Ste 2725

Seattle, WA 98101
2069265344

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Jason DeMarre

1601 5th Ave.
Suite 1100

Seattle, WA 98101
4254952936

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Greg LeClair - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063442474

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Michael Wallblom - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063443529

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NOW CFO

600 First Ave.
#244

Seattle, WA 98104
8778840232

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Kevin Forrest - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2066288871

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Frances Williams - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
2064644554

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Joel Ferrell - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2066284428

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Susan D Donnan - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063443555

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Burton Douglass Wesche - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
2064644103

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Michael J Garbooshian - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063462847

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Kim R Williams - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063443541

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Doug A. Webb - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2066284867

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HouseholderGroup Estate & Retirement Specialists

9725 3rd Avenue NE
Suite 201

Seattle, WA 98115
2065172342

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Sara Asatiani - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
2064644144

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The Phillips, Tuminello, & OBrien Group - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2066284888

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Jeanette Stofleth - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
2065832823

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Kohl Metzger - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
2064644087

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Roger E Boberg - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
2062244141

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Luke Tracy - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
2064644086

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Chad Reibman - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2066284448

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Shanna Lisherness - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
2064644092

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Jim Medved - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2066288878

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Seth M Rapkin - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063432775

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The Union Square Group - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2066284875

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Christopher Canlas - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
2064644161

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Steven M Knudsen - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2066288862

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The Aviv Group - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2064644124

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John E Jacobs - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063443589

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Nicholas Paget - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063432787

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James Hedden - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
2062244163

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Dan L Becraft - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2066284852

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Dana Elwell - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2066288870

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Ross Miller - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
2064644081

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Nick McCarty - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063443517

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Michael Johnson - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063432784

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David D. Powell - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063443522

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Sam Coleman - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063448054

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Tracey Suzanne Borgardts - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2066288865

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Matthew F Hersch - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063432770

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Rod Greenshields - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063445027

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Miryam Tilson - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
2064644128

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Ken Sparks - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2066284410

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Timothy W Henderson - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063443509

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David Midgley - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063442471

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Michael Vint - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2066284427

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Tony Delateur - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
2064644018

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David Gardner - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2066284444

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Jack Almo - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063442435

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Sarem Mukhtar - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063432902

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Natalie Tambur Thompson - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
2064644032

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Gerilyn Denny - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063432769

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Stephanie Dallas - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
2064644084

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Forrest St. John Kim - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2066288874

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Francine Griggs - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
2062244144

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James Stevens - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2066284875

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Fortun Azose - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
2064644124

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Michael B Healey - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2066284415

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Steven Hoke - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063442410

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Jane H. Suzick - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
2063361626

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Pacific Northwest Group - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
2062244163

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Russell Schmidtke - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2066284877

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The Richardson Metzger Group - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
2064644126

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G. Schroeder - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2066284855

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Regan M. Mueller - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063442449

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Robert Lipman - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063442438

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James Patterson - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063443542

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James R. Carney - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063442453

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Todd E. Bonime - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063432930

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Tiffani N. Lee-Kumabe - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
2064644026

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Michelle D Czech - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063442460

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Jordan Tonani - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2066284861

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Jerry C Medved - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2066288863

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Patrick B Shook - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
2062244145

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Marc Warren W Baumgaertel - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063432947

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Kathleen Cummins - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063442422

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C Jason Vein - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2062080593

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Nicole Schafer - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063432939

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Romano Henderson Group - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063443507

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Vasara Wealth Management Group - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063442461

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Risha M. Schildkraut - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
2064644020

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Ken Hasselbalch - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
2064644193

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Ronald C Mulberg - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2066288872

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Matthew S. Harsch - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
2062244140

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Sue Hou - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
2062244153

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The Cummins Group - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063442422

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Todd Smith - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063443583

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Jordan Thayer - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2066284681

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Sayuj Malla - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063432908

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Paragon Wealth Advisors - Ameriprise Financial Services, LLC

101 Elliott Ave W
Ste 510

Seattle, WA 98119
2062195254

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Spencer O'Brien - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063432788

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Edward Jones - Financial Advisor: Winston L Felix

3615 NE 45th Street

Seattle, WA 98105
2065246994

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Sound Capital Group LLC

200 NE Pacific Street
Suite 100

Seattle, WA 98105
8558015445

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Justin J. Carpenito - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063432936

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Brian Silkworth - Ameriprise Financial Services, LLC

1080 W Ewing Pl
Ste 200

Seattle, WA 98119
2062855489

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Jennifer Theissing - Ameriprise Financial Services, LLC

520 Pike St
Ste 2725

Seattle, WA 98101
2069265320

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Mark Peterson - Ameriprise Financial Services, LLC

520 Pike St
Ste 2725

Seattle, WA 98101
2069265364

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Greg Rupert - Ameriprise Financial Services, LLC

520 Pike St
Ste 2725

Seattle, WA 98101
2065282613

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Wil F Daniels - Ameriprise Financial Services, LLC

1200 Westlake Ave N
Ste 704

Seattle, WA 98109
2069265347

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Rebecca Wakefield - Ameriprise Financial Services, LLC

101 Elliott Ave W
Ste 510

Seattle, WA 98119
2062195255

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Frederick Gibbs - Ameriprise Financial Services, LLC

520 Pike St
Ste 2725

Seattle, WA 98101
2069265355

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Bob Jamieson - Ameriprise Financial Services, LLC

520 Pike St
Ste 2725

Seattle, WA 98101
2062817250

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Heather C Leach - Ameriprise Financial Services, LLC

101 Elliott Ave W
Ste 510

Seattle, WA 98119
2062195254

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Tiffany Shifflette - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
2063432780

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West Seattle Verizon, Verizon Authorized Retailer

4502 California Ave SW

Seattle, WA 98116
2069324247

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Austin Collins - Ameriprise Financial Services, LLC

520 Pike St
Ste 2725

Seattle, WA 98101
2069265332

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Carol Ann Davis - Ameriprise Financial Services, LLC

1333 Stewart St
Ste 1

Seattle, WA 98109
2063156256

* 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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