Fiduciary retirement advisors in California

Merrill Lynch Financial Advisor John Negrete is a trusted institution located at 700 Main Street, Napa, California, United States. Specializing in finance, our team is dedicated to advocating for financial wellness and creating benefits experiences that help participants prepare for retirement and secure their financial futures. With a focus on personalized service, we take the time to understand the needs and goals of your institution and provide strategies tailored to your unique situation. Supported by Bank of America, N.A., our team of experienced professionals offers trust, fiduciary, and investment management services to guide you in making informed financial decisions. As Retirement Benefits Consultants, we specialize in defined contribution plans and offer services such as investment strategies, fiduciary advice, and employee financial wellness programs. Whether you are a plan sponsor, CFO, HR professional, or company owner, we are here to provide high-touch service and support every step of the way towards achieving better plan outcomes and brighter financial futures. Trust Negrete & Associates to help you navigate the complexities of managing benefits and creating a strong, compliant benefits program that engages employees and simplifies your job. With resources and thought leadership from Bank of America Corporation, we are committed to helping you make informed decisions and achieve your financial goals. Contact us today to learn more about how we can help you shape a successful financial future for yourself and your employees.

Fiduciary Financial Group is a reputable finance institution located at 1101 Fifth Avenue in San Rafael, California, United States. As a trusted fiduciary, we prioritize the best interests of our clients by providing personalized financial planning and investment management services. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through sound advice and strategic decision-making. Trust Fiduciary Financial Group to guide you towards a secure financial future.

Twin Peaks Wealth Advisors is a premier financial institution located at 1 Daniel Burnham Court in the heart of San Francisco, California. Our team of experienced advisors is dedicated to providing personalized wealth management solutions to help our clients achieve their financial goals. From retirement planning to investment strategies, we offer a wide range of services to meet the diverse needs of our clients. Trust Twin Peaks Wealth Advisors to guide you towards a secure financial future.

Morgan Stanley Financial Advisors is a prestigious finance institution located at 2882 Sand Hill Road in Menlo Park, California, United States. Our team of experienced advisors provides expert financial guidance and personalized investment strategies to help clients reach their financial goals. With a strong reputation for excellence in the industry, Morgan Stanley Financial Advisors is dedicated to delivering top-tier service and support to our clients. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, our team is here to help you every step of the way.

Decker Retirement Planning, located at 1 Harbor Drive in Sausalito, California, is a finance institution founded on the principles of math-based and principle-based retirement planning. With a focus on avoiding conflicts of interest, their purebred fiduciaries work to implement strategies that help clients achieve A Safer Retirement™. Their proprietary two-sided risk models aim to make money in both up and down markets, while their Social Security optimization and Tax Minimization strategies help clients maximize their retirement income and minimize taxes. The institution offers transparent and objective financial planning services, with a goal of helping clients retire earlier and with more money than expected. Through their Safer Retirement Radio show, Decker Retirement Planning provides retirement tips and guidance to help clients navigate the complexities of retirement planning. They are committed to putting their clients' best interests first and ensuring their long-term financial success. With a focus on providing clarity and transparency, Decker Retirement Planning aims to help clients achieve their retirement dreams and goals.

Mariner Wealth Advisors is a leading financial institution located at 300 Tamal Plaza in Corte Madera, California, United States. Specializing in wealth management and financial planning, their team of experienced advisors work closely with clients to create tailored strategies to help them achieve their financial goals. With a focus on personalized service and a commitment to excellence, Mariner Wealth Advisors is dedicated to providing top-notch financial solutions to individuals and families.

Lantern Wealth Advisors, LLC is a reputable finance institution located at 111 Pine Street in the vibrant city of San Francisco, California, United States. With a team of experienced financial advisors, Lantern Wealth Advisors, LLC provides personalized wealth management services to help clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Lantern Wealth Advisors, LLC is dedicated to providing expert guidance and strategies tailored to your individual needs. Contact us today to schedule a consultation and take the first step towards a brighter financial future.

Orchid Wealth Management is a registered investment advisor located in the heart of Palo Alto, California. As a fee-only and fiduciary financial advisor, we prioritize our clients' best interests above all else. Our team of experienced professionals is dedicated to providing personalized wealth management solutions tailored to each individual's unique financial goals and needs. Whether you are planning for retirement, investing for the future, or seeking to grow your wealth, Orchid Wealth Management is committed to helping you achieve financial success. Visit us at 970 Palo Alto Avenue to learn more about how we can help you secure your financial future.

Russell Page, a Financial Advisor at Ameriprise Financial Services, LLC, located at 2233 Olympic Boulevard in Walnut Creek, California, offers a wide range of financial services and expertise. With certifications such as AAMS™, APMA™, AWMA℠, and more, Russell Page is well-equipped to assist individuals with their asset management needs, investment strategies, estate planning, retirement planning, and insurance products. Additionally, Russell Page is trained in specialized areas such as domestic partnership planning, estate planning, fiduciary practices, and portfolio management. With a commitment to ethical practices and ongoing education, Russell Page is dedicated to helping clients make informed financial decisions.

HFG Advisors, located at 2936 Domingo Avenue in Berkeley, California, is a leading finance institution specializing in creating personalized financial roadmaps for clients. Led by Rick Prime, CFP®, and Nicholas Hengl, EA, with nearly five decades of combined experience, the firm offers expert financial planning services to help clients achieve their long-term goals. As a fee-only and fiduciary firm, HFG Advisors provides comprehensive financial services to ensure the success of each client. With a focus on retirement and financial planning, the team at HFG Advisors is dedicated to helping individuals navigate the complexities of their financial lives with ease. Whether you are looking to plan for retirement or simply need guidance on your financial journey, HFG Advisors is here to support you every step of the way.

Cognizant Wealth Advisors is a finance institution located at 530 Lytton Avenue in Palo Alto, California. As an independent, fee-only, fiduciary financial planning and investment firm, we specialize in helping individuals and families make sound financial decisions to build prosperous lives. Our personalized guidance aims to help clients achieve financial independence and retirement peace of mind, allowing them to focus on what truly matters in life. We offer comprehensive advice on diversified portfolios, asset allocation strategies, retirement planning, education savings, health plans, and more. At Cognizant Wealth Advisors, we believe that making the right financial choices today will lead to a secure future. Contact us to start planning for your financial success.

Bell Investment Advisors is a finance and health institution located at 1111 Broadway in Oakland, California, United States. With over thirty years of experience in investment management and financial planning, our fiduciary advisors always prioritize your best interests. Our team of professionals is dedicated to helping individuals and families in the Bay Area improve their financial futures one client at a time. Whether you are looking to establish a portfolio or need guidance through life transitions, Bell Investment Advisors is here to help. As a Registered Investment Advisory firm operating under the fiduciary standard, we are committed to recommending the best investments for each client. Our fee-only structure ensures that our recommendations are always in your best interest, as we do not receive commissions for specific products or investments. With over 100 years of combined Financial Services experience, our team has a reputation for consistently exceeding clients' expectations.

Beacon Pointe Advisors is a finance institution located at 900 East Hamilton Avenue in Campbell, California, United States. They offer Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services in the San Jose, CA, and San Francisco Bay Area. Beacon Pointe is one of the largest Registered Investment Advisor firms in the nation, working with institutions, defined contribution plans, individuals, and families. Their team of investment advisors and financial planners in the Bay Area focus on full-service financial planning and research-driven investments. With a fiduciary responsibility to clients, Beacon Pointe's allWEALTH® approach addresses all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, education planning, values-based investing, life transition support, financial planning for business owners, and multi-generational family wealth and legacy planning.

New Insight Wealth Advisors is a trusted and intelligent wealth management firm located in San Ramon, California. Specializing in providing individualized and holistic financial guidance, we cater to tech professionals, small business owners, and individuals preparing for retirement. Collaborating with Charles Schwab, we offer personalized advice on company stock compensation, real estate investment, tax planning, and retirement. Our team of experienced financial professionals is committed to delivering comprehensive wealth management services that are tailored to your unique goals and situations. As an independent investment advisory firm, we prioritize a fiduciary and client-focused approach, ensuring that your best interests are always at the forefront.

Triple Summit Advisors, LLC is a leading finance institution located at 3641 Mount Diablo Boulevard in Lafayette, California, United States. As a premier financial advisory firm, Triple Summit Advisors, LLC offers a wide range of services to help clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, they provide personalized solutions tailored to each client's unique needs. Whether you are looking for investment advice, retirement planning, or wealth management services, Triple Summit Advisors, LLC is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Cetera Wealth Partners is a branch of Cetera Advisor Networks LLC, a leading financial institution located at 31 East Julian Street in San Jose, California, United States. Specializing in wealth management and financial planning, Cetera Wealth Partners offers a wide range of services to help clients achieve their financial goals. With a team of experienced advisors and a commitment to personalized service, Cetera Wealth Partners is dedicated to helping individuals and families build and protect their wealth.

Cojo Bay Advisors is a leading finance institution located at 14850 California 4 in Discovery Bay, California, United States. With a team of experienced financial experts, Cojo Bay Advisors offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need help with investments, retirement planning, or wealth management, Cojo Bay Advisors is dedicated to providing personalized solutions tailored to your specific needs. Trust Cojo Bay Advisors to guide you towards a secure financial future.

Aquila Wealth Advisors, LLC is a Fiduciary, Commission-Free, Financial Advisory Firm located at 872 Higuera Street, San Luis Obispo, California. We specialize in advising business owners and retirees to remove financial stress and find more time and freedom. Our owner, Eric Maldonado, is a CERTIFIED FINANCIAL PLANNER™ with over a decade of experience and a Master’s Degree in Financial Planning. We offer personalized advice to help clients feel confident in their retirement income plan and delegate investments to free up time and mental space. As a locally owned and independent firm, we always act as a fiduciary, ensuring that our clients' best interests are our top priority. Contact us for a complimentary initial consultation to start working with a trusted advisor and take control of your financial future.

Beacon Pointe Advisors is a leading finance institution located at 1165 Coast Village Road in Montecito, California. Specializing in Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services in Santa Barbara, CA, Beacon Pointe is dedicated to providing comprehensive financial solutions to individuals, families, institutions, and defined contribution plans. As one of the largest Registered Investment Advisor firms in the nation, Beacon Pointe's team of experienced investment advisors and financial planners in Santa Barbara offer a full-service approach to financial planning and research-driven investments. With a focus on fiduciary responsibility and a holistic allWEALTH® approach, the institution addresses all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, and risk assessments, among others.

unique goals and priorities. With the support of Merrill's global resources, John Spruill and his team at Merrill Lynch Financial Advisor are dedicated to providing personalized service and building strong client relationships based on trust. Whether you're planning for retirement, saving for a home, or funding your child's education, John's expertise in financial planning and wealth management can help you pursue your financial goals. With a background in meteorology and years of experience in the United States Air Force, John brings a unique perspective and analytical talent to his role as a financial advisor. He is committed to helping clients navigate complex financial and estate planning issues to achieve long-term success. By listening to your needs and understanding your investment preferences, John can customize a financial approach that aligns with your aspirations. With access to a wide range of investment strategies and resources, including Merrill model portfolios and third-party investments, John can help you build and manage a custom investment strategy tailored to your objectives. Whether you're focused on retirement planning, corporate benefits, or charitable giving, John's expertise and personalized service can help you pursue your financial goals with confidence. As a Retirement Benefit Consultant and Certified Plan Fiduciary Advisor, John is well-equipped to guide you through the complexities of qualified retirement plans and provide comprehensive financial advice. Through ongoing communication and personalized financial analysis, John and his team at Merrill Lynch Financial Advisor are committed to helping you stay on track to achieve what matters most to you. With a focus on understanding your goals and priorities, John Spruill and his team are dedicated to helping you create a financial approach that reflects your unique needs and aspirations. Visit Merrill Lynch Financial Advisor John Spruill at 1424 State Street, Santa Barbara, California, United States, to start a conversation about your financial future today."

Integrity Wealth Advisors, located at 205 South Signal Street in Ojai, California, is a finance institution dedicated to helping individuals, families, and businesses grow, preserve, and distribute wealth. With a focus on managing global, multi-asset class investment portfolios, we strive to find the right balance between risk and return for our clients. Our commitment to integrity and accountability ensures that we always put our clients' best interests first. As an independent retirement plan advisor, we aim to provide our clients with less work, lower costs, and less fiduciary risk while remaining compliant and offering education for participants. We understand that your dreams are unique to you, and we are here to help you turn those dreams into reality. By creating a personalized plan that fits your current lifestyle, we can guide you down the right path towards financial success.

Beacon Pointe Advisors is a finance institution located at 11601 Wilshire Boulevard in Los Angeles, California, United States. They offer Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services. As one of the largest Registered Investment Advisor firms in the nation, Beacon Pointe works with institutions, defined contribution plans, individuals, and families. Their team of investment advisors and financial planners focuses on full-service financial planning and research-driven investments. With a fiduciary responsibility to clients, Beacon Pointe offers a holistic approach to financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, and risk assessments. They also provide services such as charitable giving and education planning, values-based investing, life transition support, and financial planning for business owners and multi-generational family wealth. The team at Beacon Pointe looks forward to connecting with clients virtually or at their Los Angeles office to assist with investment portfolios and financial planning needs.

Platinum Wealth Advisors is a premier financial planning firm located in Manhattan Beach, California. We specialize in Retirement Planning, Tax Planning, and Wealth Management services for pre-retirees and retirees aged 60 and up. As a division of ARES, a non-profit company, we prioritize our clients' needs and operate under the Fiduciary Standard. Our team conducts informational workshops at various universities in California, including UCLA, Cal State Long Beach, and UC Irvine, where we present strategies to Maximize Social Security, Reduce Risk, and Minimize Taxes. In addition to our financial planning services, we also offer insurance products through our division, Platinum Life Financial and Insurance Services. Clients may require insurance tools such as Life Insurance, Annuities, or Long-Term Care options to meet their retirement income and protection needs.

Excelsus Capital Management is a leading investment advisor and financial planner located in Manhattan Beach, California. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning services. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Excelsus Capital Management is here to provide expert guidance and support. Visit us at 111 North Sepulveda Boulevard to learn more about how we can help you secure a prosperous financial future.

WellAcre Global Wealth Advisors is a leading financial institution located in the heart of Santa Monica, California. Our team of expert advisors is dedicated to helping clients achieve their financial goals and secure their future. With a focus on global wealth management, we provide personalized investment strategies tailored to each individual's unique needs. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, WellAcre Global Wealth Advisors is here to guide you every step of the way. Visit us at 520 Broadway to learn more about how we can help you build a secure financial future.

Lucianna Molinari is a financial advisor at Ameriprise Financial Services, LLC, located at 49 Seawall Road in Rancho Palos Verdes, California, United States. Lucianna Molinari holds multiple certifications, including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®) designation, APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), CAS® certification, CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor® Program, Chartered Financial Analyst® (CFA), CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Fund Specialist, Chartered Financial Consultant® (ChFC®), Chartered Special Needs Consultant, Certified Investment Management Analyst® (CIMA®), Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Lucianna Molinari is dedicated to providing comprehensive financial planning services to individuals and businesses, with expertise in areas such as asset management, retirement planning, estate planning, investment strategies, insurance products, and more. With a commitment to ethical practices and ongoing education, Lucianna Molinari is well-equipped to help clients navigate their financial goals and achieve long-term success."

Mariner Wealth Advisors is a leading finance institution located at 1960 East Grand Avenue in El Segundo, California, United States. With a focus on providing personalized wealth management services, Mariner Wealth Advisors offers a wide range of financial solutions to help individuals and families achieve their financial goals. Their team of experienced advisors is dedicated to providing expert guidance and support to help clients navigate the complexities of the financial world and make informed decisions. Whether you are planning for retirement, investing for the future, or looking to protect your wealth, Mariner Wealth Advisors is committed to helping you secure a strong financial future.

Samuel Rad - Fiduciary Financial Advisor is a renowned finance institution located in the heart of Beverly Hills, California, United States. With a commitment to providing personalized and trustworthy financial advice, Samuel Rad helps clients navigate the complexities of wealth management and investment strategies. Whether you are planning for retirement, saving for your children's education, or growing your assets, Samuel Rad offers expert guidance to help you achieve your financial goals. Visit our office at 226 South Beverly Drive to learn more about how we can help secure your financial future.

Platinum Wealth Advisors is a leading financial planning firm specializing in Retirement Planning, Tax Planning, and Wealth Management. Located at 100 Oceangate in Long Beach, California, our team operates under the Fiduciary Standard, always prioritizing our clients' needs. We offer informative retirement workshops at various universities in California, presenting strategies to maximize Social Security benefits, reduce risk, and minimize taxes. Our clients, primarily pre-retirees and retirees aged 60 and up, can also benefit from insurance services provided by Platinum Life Financial and Insurance Services. With offices in Beverly Hills, Manhattan Beach, Long Beach, and Irvine, we are dedicated to helping our clients achieve their financial goals and secure their future. Contact us today for personalized financial advice and investment solutions.

Crux Wealth Advisors, LLC is a leading finance institution located in Long Beach, California. Our team of experienced advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. We offer a range of services including investment planning, retirement planning, estate planning, and more. At Crux Wealth Advisors, LLC, we are committed to providing our clients with the highest level of service and expertise to help them navigate the complexities of the financial world. Visit us at 3900 Kilroy Airport Way to learn more about how we can help you secure your financial future.