TOP 30 California retirement living in California

The People's Forums Inc. is a finance institution located at 13316 Sidana Road in Yucaipa, California, United States. Our mission is to provide a platform for the community to come together and discuss important financial topics that impact their lives. We offer a variety of forums, workshops, and resources to help individuals make informed decisions about their finances. Whether you are looking to learn about budgeting, investing, or retirement planning, The People's Forums Inc. is here to support you on your financial journey. Join us today and empower yourself with the knowledge and tools needed to achieve financial success.

Falcon Wealth Planning is a finance institution located at 41593 Winchester Road, Temecula, California, United States. At Falcon Wealth, their mission is to help clients live the life they want by providing personalized and transparent fiduciary advice to help them reach their financial goals. Their services include wealth management solutions tailored to fit individual financial needs and lifestyles, as well as strategizing for long-term financial security and stability. Falcon Wealth Planning specializes in objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. They are a NAPFA-Registered Financial Firm and are CERTIFIED FINANCIAL PLANNER™ Professionals. With over 30 years of experience, Falcon Wealth Planning is dedicated to providing comprehensive services with trust and transparency, focusing heavily on tax planning for everyday Americans.

Merrill Lynch Financial Advisor Shirley Thompson, located at 3 Better World Cir, Temecula, California, United States, is a finance institution dedicated to providing exemplary client service. With recognition from financial industry publications and Bank of America Corporation, our advisors set the standard for personalized financial planning. We offer Certified Financial Planner services and personalized wealth analysis to help you achieve your financial goals. Our advisors focus on understanding your family, goals, and priorities to create a customized plan that evolves with your changing needs. We believe in the power of conversation to prioritize your goals and provide tailored financial advice. With the Investment Personality Assessment, we gain insights into your investing preferences to develop a personalized approach. We are committed to helping you navigate life changes and market fluctuations to stay on track towards your goals. Let us help you achieve financial success and live your best financial life.

Merrill Lynch Financial Advisor Robert Thompson, located at 3 Better World Cir, Temecula, California, United States, offers personalized financial planning services to help clients achieve their goals. As a CERTIFIED FINANCIAL PLANNER™ professional, Robert Thompson has a background in estate planning and litigation, providing wealth transfer planning services for clients with unique needs. With a focus on goals-based planning, Robert helps clients navigate their financial journey by understanding their priorities and aspirations. Through Merrill Lynch Wealth Management, Robert works with clients to develop a customized approach that reflects their individual needs and financial situation. By staying informed on market trends and changes in clients' lives, Robert aims to help clients stay on track towards achieving their financial goals. As a registered financial advisor in multiple states, Robert Thompson is committed to providing personalized advice and guidance to help clients live their best financial life.

Merrill Lynch Financial Advisor Christopher J. Hobbs is a finance institution located at 7825 Fay Avenue in San Diego, California, United States. With over 30 years of experience in the financial services industry, Chris is dedicated to providing Premier Wealth Management services to families, businesses, and corporate executives. He helps clients develop personalized retirement plans and offers a wide range of services including investment management, tax strategies, estate planning, and more. Chris balances his career with volunteering in the community and enjoys activities such as mountain biking and skiing. With access to the global resources of Merrill and Bank of America, Chris works with clients to develop personalized financial approaches to help them achieve their goals. By focusing on building strong client relationships based on trust and personalized service, Chris aims to help clients navigate the complexities of their financial lives and pursue their desired retirement lifestyle.

DeVore Financial Advisors, LLC is a finance institution located at 1260 San Elijo Road North in San Marcos, California, United States. We are dedicated to providing premiere financial services to our clients and believe in the importance of having a plan for both health and wealth. Our team is affiliated with well-known financial institutions and is actively involved in supporting our local community. Conveniently located in the Towncenter of San Elijo Hills, DeVore Financial Advisors is committed to helping individuals achieve their financial goals and live purposeful lives.

Comprehensive Advisor is a finance institution located at 2011 Palomar Airport Road in Carlsbad, California, United States. Our goal is to help individuals and families achieve their ideal retirements by providing custom strategies tailored to their unique goals and dreams. Through The Retirement Defense process, we assess your current financial situation and create a plan to help you reach your retirement needs. Our services include retirement income strategies, wealth management, and more, all designed to ensure you can enjoy all that retirement has to offer. We offer informational events where you can learn more about these topics and how we can help you achieve your retirement goals.

Define Financial is a leading finance institution located at 12526 High Bluff Drive in San Diego, California, United States. Specializing in helping individuals aged 50 and above, Define Financial offers expert advice on lowering taxes, investing smarter, and maximizing income for a successful retirement. With over 100,000 independent financial advisors in the U.S., Define Financial stands out as one of the top financial advisors in the country, with Taylor Schulte being awarded the #2 spot in 2022 by Investopedia. Whether you are looking to create a tax-smart retirement plan, review your Retirement Assessment, or simply need help navigating your financial future, Define Financial is here to help. Let us do the heavy lifting so you can enjoy retirement, just like Mark and Jennifer who are not ready to retire yet because they find value and meaning in their careers as a tenured professor and respected physician. Contact Define Financial today to start planning for a financially secure future.

Merrill Lynch Financial Advisor Christopher R. Bostick is a finance institution located at 7825 Fay Avenue, San Diego, California, United States. Managing your wealth starts with a thorough understanding of your financial situation. Christopher R. Bostick can help create a flexible strategy tailored to your needs in today's ever-changing market conditions. With access to Merrill's investment insights and Bank of America's banking solutions, he can assist you in pursuing your financial goals through personalized wealth management strategies. As a Merrill Lynch Wealth Management Advisor, Christopher R. Bostick is dedicated to understanding your priorities and designing a personalized plan to help you achieve your goals. Through the Merrill Personal Wealth Analysis™, a customized financial approach can be developed centered on your aspirations. By participating in the community and volunteering with local organizations, Christopher R. Bostick upholds the Merrill tradition of serving the communities they work in.

The Financial Planning & Investment Group - Ameriprise Financial Services, LLC, located at 4455 Morena Boulevard in San Diego, California, is a finance institution that prioritizes your individual goals and risk tolerance. They offer investment, asset allocation, and portfolio recommendations tailored to your specific needs. With regular meetings and updates, they help you track your progress towards your financial goals. You can access your investments and accounts securely from any device. Schedule a complimentary initial consultation to learn more about how they can assist you in achieving your financial objectives. Their financial advisors are registered in certain U.S. states, so be sure to check their personal website or FINRA's BrokerCheck for more information. Remember that all investments come with some level of risk, so understanding your risk tolerance is crucial in determining the appropriate investment strategy for you. Ameriprise Financial Services, LLC cannot guarantee future financial results. Trust them to help your friends and family members achieve their financial goals, as they are committed to providing personalized financial solutions.

Sunshine Richard is a charming institution located in Woodacre, California, United States. With a focus on providing top-notch care and support for individuals in need, Sunshine Richard offers a warm and welcoming environment for all who walk through its doors. The staff is dedicated to creating a nurturing and inclusive community where residents can thrive and feel at home. From personalized care plans to engaging activities and amenities, Sunshine Richard is committed to ensuring the well-being and happiness of all who reside there. Come experience the sunshine and positivity at Sunshine Richard today.

SkyCity Advisors, located at 185 F Street in San Diego, California, is a finance institution that believes in the concept of Plentyism - where true happiness is achieved when the heart is fulfilled. Founded by Joe Forlenza, SkyCity Advisors helps clients connect their self-worth to their net worth, guiding them towards a life of abundance. With a clear financial plan, clients can feel confident and secure in their financial future, allowing them to focus on living a fulfilling life. Joe Forlenza, with his background as a CPA, blends spirituality, practicality, and a sense of adventure to help clients achieve financial freedom and abundance. Investment Advisory Services are offered through Laurel Wealth Advisors, Inc., while securities are offered through Charles Schwab & Co., Inc. SkyCity Advisors is dedicated to helping clients evolve and adapt their financial plans to meet their changing needs as they embark on the adventure of life.

Wealth Alliance, LLC is a finance institution located at 12526 High Bluff Drive in San Diego, California, United States. We specialize in providing personalized investment guidance tailored to each client's unique goals. Our team of qualified professionals offers friendly and personal assistance with all financial affairs. Headquartered near Del Mar, California, Wealth Alliance offers fee and commission-based wealth management and planning services customized to meet your needs. As a Registered Investment Advisor (RIA) and through Independent Financial Group's Broker Dealer, we strive to help our clients shift their thinking from managing money to living their best lives. Our team utilizes proprietary financial planning software to provide superior service and expertise. Contact us today to speak with one of our financial advisers and learn more about how we can help you achieve your financial goals.

Thrivent Financial-Lutherans is a finance institution located at 500 La Terraza Boulevard in Escondido, California, United States. We believe in providing everyone with a financial plan they can be confident about, starting with the right financial advisor. Our services include matching you with resources based on your top financial concerns, understanding your unique situation and goals, and identifying strategies to help you achieve those goals. Money Canvas™ is a free virtual coaching service that helps you build healthier money habits at your own pace. We prioritize what matters most to you in creating a financial plan tailored to your needs, whether you are just starting out, building a foundation, or nearing retirement. Our financial advisors are there to help you navigate life's challenges and opportunities, and can assist you in developing a plan to stay focused on your priorities.

Merrill Lynch Financial Advisor Maria De. J. Aguilar is a dedicated finance institution located at 701 B Street, San Diego, California, United States. The team at this institution is committed to understanding your values and goals in order to help you manage your assets effectively. Maria Aguilar Julian, a First Vice President and Senior Financial Advisor, brings over 20 years of experience in the financial services industry to provide personalized wealth management planning to high net worth families and business owners. She works closely with clients to analyze their financial situations and create comprehensive strategies for asset allocation, retirement planning, college planning, and insurance. Maria lives in Chula Vista with her family and enjoys spending quality time with them. At Merrill Lynch Wealth Management, the focus is on building strong client relationships based on trust and personalized service. The team believes that every relationship begins with a conversation to understand your goals and priorities. By utilizing tools like the Merrill Personal Wealth Analysis™ and the Investment Personality Assessment, they can create a personalized financial plan tailored to your individual needs and aspirations. The institution offers a range of services to help you pursue your financial goals, whether it's planning for retirement, saving for a home, or passing on wealth to future generations.

Falcon Wealth Planning is a finance institution located at 600 West Broadway, San Diego, California, United States. At Falcon Wealth, they aim to help you live the life you want by providing personalized and transparent fiduciary advice to help you reach your financial goals. Their reviews contain testimonials from users of their services, reflecting real-life experiences and opinions. They offer wealth management solutions tailored to fit your financial needs and unique lifestyles, strategizing how to effectively manage your wealth for generations to come. Their services include harmonizing personal finances with hectic corporate lifestyles, ensuring financial stability while meeting economic stipulations, establishing financial security for the future, and helping clients plan for their family's future and security. Falcon Wealth Planning specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions.

Merrill Lynch Financial Advisor Brian R Johns is a finance institution located at 701 B Street, San Diego, California, United States. They believe in meeting with clients to discuss personalized retirement strategies, regardless of how far away retirement may seem. By starting with a conversation, they prioritize and identify clients' goals, whether it's wealth transfer, financial customization, or guidance on staying informed. Through the Investment Personality Assessment, they gain a deeper understanding of clients' investing preferences to tailor financial approaches. Their team, supported by Merrill's global resources, is committed to building strong client relationships based on trust and personalized service. With access to investment insights and banking solutions, they work with clients to develop an approach that addresses their financial needs. Certified by industry publications and Bank of America Corporation, their advisors set the standard for exemplary client service. By understanding clients' goals and aspirations, they design and implement personalized plans to help manage and grow wealth while focusing on potential solutions to turn goals into reality. The institution offers personalized investment strategies, comprehensive financial solutions, and the latest investment insights to help clients live their best financial life. They prioritize getting to know clients and their families, financial situations, and what matters most to them. With a focus on staying on track regardless of market fluctuations, they provide guidance and support to help clients achieve their financial goals.

Aspiriant Wealth Management is a leading independent finance firm located at 12481 High Bluff Drive, San Diego, California, United States. Our team of talented and passionate professionals empowers forward-thinking families to live their dreams and create a lasting legacy. With a tax-conscious strategy and meticulous financial planning, we help clients achieve their long-term goals with clarity and peace of mind. Our globally diversified investment approach aims to provide a sense of calm and steadiness, aligning tightly with each client's unique financial plan. As a registered investment adviser with the SEC, we prioritize excellence, independence, and sustainability in everything we do. With a focus on personalized service and ongoing communication, we strive to keep our clients' goals in tandem with their continuously evolving lives. Our ownership model creates sustainability for future generations, giving clients confidence in their financial future. Aspiriant is dedicated to providing top-notch wealth management services with a team that loves what they do in a friendly yet intellectually charged environment. Our commitment to excellence has been recognized by Barron's and Forbes, showcasing our dedication to client success and financial expertise.

Goldman Wealth Management & Assoc. LLC is a finance institution located at 12526 High Bluff Drive in San Diego, California, United States. At our institution, we strive to innovate and create new investment solutions for our clients. We believe in providing expert financial advice and implementing coherent strategies to help our clients achieve their goals in a smart and sustainable way, avoiding risky investment strategies. Sheldon, the founder of the institution, is dedicated to maintaining a high standard of integrity and professionalism in all client relationships. He takes the time to truly understand each client, their concerns, and their goals in order to design and implement personalized solutions to help them retire and stay retired. With over twenty-five years of experience in the industry, Sheldon has a natural talent for building personal connections and is passionate about making a tangible difference in the lives of others.

Merrill Lynch Financial Advisor John (Jack) Peluso is a trusted finance institution located at 12830 El Camino Real, San Diego, California, United States. With a focus on personalized wealth management strategies, John Peluso works closely with clients to understand their financial goals and priorities. By utilizing the investment insights of Merrill and the banking solutions of Bank of America, he helps clients create flexible strategies tailored to their needs. With a commitment to community involvement and a deep understanding of behavioral finance, John Peluso offers the Merrill Personal Wealth Analysis™ to develop personalized plans centered on individual goals. As life changes, he helps clients adjust their financial approach to reflect new priorities and market conditions. By providing thoughtful advice and guidance, John Peluso assists clients in achieving their aspirations, whether it's planning for retirement, funding education, or passing wealth to future generations.

Halbert Hargrove Global Advisors, located at 101 West Broadway in San Diego, California, is a leading finance institution offering a range of services including investing, tax planning, retirement planning, and life-based event planning. Our team of experts, including the Director of Portfolio Strategy/Senior Wealth Advisor, is dedicated to helping clients achieve their financial goals for a well-lived today and tomorrow. Ranked No. 8 on the 2023 CNBC Financial Advisor 100 list, Halbert Hargrove Global Advisors has been recognized for its excellence in the industry. Our office in San Diego has been serving clients since 1992, providing personalized and comprehensive financial services to individuals both locally and nationwide.

Elisabeth Dawson is a renowned finance institution located at 2333 Camino del Rio South, San Diego, California, United States. With over 24 years of experience, Elisabeth is dedicated to helping clients feel freedom and hope around money. She is recognized as the Face of Finance in San Diego for the fourth year in a row, exceeding expectations and transforming people's financial lives with her comprehensive approach to retirement planning. Elisabeth Dawson, the founder of Copia Wealth Management & Insurance Services, is known for her strategic wealth building, income creation, and legacy protection financial tools. She has compiled her knowledge and life experience in two enlightening books, Retirement by Design and Wealth by Design, which have received glowing reviews for their practical and easy-to-understand approach to financial planning.

Copia Wealth Management & Insurance Services is a finance institution located in San Diego, California. They offer a free Retirement Income for Life Blueprint to help individuals secure their financial future. The firm is named after Copia, the Roman goddess of abundance, prosperity, and riches, emphasizing the importance of careful planning and investment. Founder and CEO Elisabeth Dawson has over 24 years of experience as a financial adviser and has received multiple awards for her expertise in wealth management. The institution offers insights and guidance to help clients change the trajectory of their financial lives. Investment advice is offered through Copia Wealth Management Advisors, Inc., a registered investment advisor.

Located at 3838 Camino Del Rio North in San Diego, California, Platt Wealth Management is a leading financial advisor specializing in empowering clients to achieve their financial goals and dreams. With a focus on personalized strategies tailored to individual needs, the team at Platt Wealth Management takes the time to truly understand each client's priorities and concerns. Whether it's planning for retirement, navigating the stock market, or creating a portfolio that grows over time, Platt Wealth Management offers a comprehensive range of wealth management services and investment strategies. By working closely with clients to develop financial options that provide peace of mind, the team at Platt Wealth Management helps families lead their best lives.

Merrill Lynch Financial Advisor Keith Kitagawa is a finance institution located at 701 B Street in San Diego, California, United States. Keith Kitagawa has over 20 years of experience in the financial services industry and is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Private Wealth Advisor® certificant. Keith offers comprehensive financial strategies and solutions tailored to each client's risk tolerance, time horizon, and investment goals. He specializes in advising high net worth individuals, corporate executives, business owners, entrepreneurs, and those experiencing liquidity events. Keith leverages the resources of Bank of America and Merrill Lynch to provide planning advice and help clients achieve their financial goals. He is dedicated to serving the community and is actively involved in various organizations in San Diego. By understanding each client's goals and priorities, Keith helps design and implement personalized plans to manage, grow, and preserve wealth while considering long-term impacts. With access to investment insights and banking solutions, Keith works with clients to develop customized approaches to address their financial needs and stay on track to achieve their goals. As a Merrill Lynch Wealth Management Advisor, Keith focuses on building a customized investment approach to address each client's needs and pursue their goals. By getting to know each client personally, Keith can offer personalized investment strategies and comprehensive financial solutions to help clients navigate the complexities of their financial lives.

Merrill Lynch Financial Advisor Dunyong Wen, located at 11811 Bernardo Plaza Court, San Diego, California, is a finance institution dedicated to managing your wealth with a personalized approach. With a focus on understanding your financial goals and priorities, Dunyong Wen can help create a flexible strategy tailored to your needs in today's changing market conditions. By combining the investment insights of Merrill with the banking solutions of Bank of America, clients can access a comprehensive range of financial services to help pursue their goals. Dunyong Wen follows the Merrill tradition of community involvement, volunteering with organizations to give back to the community. Through the Merrill Personal Wealth Analysis™, a personalized financial plan can be developed based on individual goals and aspirations. By engaging in conversations with clients and understanding their unique circumstances, Dunyong Wen can provide guidance on a variety of financial decisions, from retirement planning to education funding.

Merrill Lynch Financial Advisor Scott O'Connell, located at 11811 Bernardo Plaza Court, San Diego, California, United States, is a finance institution that offers personalized financial solutions for high net-worth individuals, families, and institutions. Scott, who joined Merrill Lynch Wealth Management in 2008, has earned numerous accolades for his exceptional service. With a Bachelor of Science degree from Arizona State University and certifications in Asset Management and Longevity Training, Scott focuses on creating better financial lives for his clients through services such as cash management strategies, retirement planning, estate planning, and customized lending options. He believes in building strong relationships with his clients, understanding their goals, and providing personalized financial approaches that evolve with their changing needs. By listening to his clients and utilizing the resources of Merrill and Bank of America, Scott helps them pursue their financial aspirations while managing risks and adapting to market changes. With a commitment to community involvement and a dedication to helping clients achieve their goals, Scott O'Connell is a trusted partner in financial planning.

Merrill Lynch Financial Advisor Miguel A. Ortega is a finance institution located at 11811 Bernardo Plaza Court, San Diego, California, United States. Miguel Ortega has been in the financial services industry since 2005 and joined Merrill in 2008. He focuses on helping affluent individuals develop personalized financial strategies by understanding their short- and long-term financial goals. With a bachelor's degree in Finance from San Diego State University, Miguel is committed to building and maintaining strong client relationships based on trust and personalized service. He and his wife, Andrea, are active in the community, supporting various organizations. Through Merrill Personal Wealth Analysis™, Miguel can help clients build and document personalized financial plans centered on their goals. Supported by the global resources of Merrill, Miguel's team is dedicated to helping clients achieve their financial goals through personalized strategies. He believes in educating clients about investing and providing transparency on potential risks and opportunities. By understanding clients' goals and priorities, Miguel can create a financial approach tailored to their needs and help them navigate life's changes and market fluctuations. As a Merrill Lynch Wealth Management Advisor, Miguel is committed to helping clients achieve their financial goals and stay on track, regardless of market conditions. With access to investment insights and comprehensive financial solutions, Miguel and his team can design customized investment approaches to address clients' needs and pursue their goals. Miguel is registered to do business in multiple states and holds the Chartered Retirement Planning Counselor™ certification. Investing involves risk, and clients should consult legal and tax advisors before making financial decisions. Miguel Ortega and his team at Merrill Lynch are dedicated to helping clients live their best financial lives and achieve their goals through personalized financial strategies.

RetirementDNA, located at 533 South Vinewood Street, Escondido, California, is a finance institution that specializes in providing financial wellness and retirement strategies. Our well-designed retirement plans can help transform your future or the future of your employees. We offer investment advice through Resources Investment Advisors, an SEC-registered investment adviser, and securities through Triad Advisors, LLC. RetirementDNA and Resources Investment Advisors are separate entities from Triad Advisors, LLC. At RetirementDNA, we are dedicated to helping you get where you want to go and live your best life. We understand the importance of looking out for your employees, and we are here to look out for you. Our team of experts can provide personalized retirement solutions to meet your financial goals.

Merrill Lynch Financial Advisor Myles Anderson, located at 11811 Bernardo Plaza Court in San Diego, California, is a finance institution dedicated to helping clients develop personalized plans for retirement and wealth management. With over 4 years of experience in the financial services industry, Senior Financial Advisor Myles Anderson focuses on listening to clients' needs and providing informed guidance to help them achieve their financial goals. Through the Merrill Personal Wealth Analysis™ tool, clients can work with Myles to create a plan centered on their individual goals and aspirations. By utilizing the Investment Personality Assessment, Myles can tailor financial approaches to align with clients' investing preferences and priorities. With access to the investment insights of Merrill and banking solutions from Bank of America, Myles works with clients to develop strategies to address their financial needs and secure their legacy for future generations. By regularly reviewing and adjusting financial approaches, Myles ensures clients stay on track to reach their goals and adapt to changes in the market and in their lives. As a Merrill Lynch Wealth Management Advisor, Myles Anderson provides personalized investment strategies and comprehensive financial solutions to help clients navigate the complexities of their financial lives. With a focus on building one-on-one relationships, Myles puts clients first, offering guidance and support to help them live their best financial lives.