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Guide > Retirement advisor in California > Retirement advisor in Santa Monica

Top 30 Best Retirement advisor in Santa Monica, California

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  • 5 31
    #1

    WINDFALL FINANCIAL ADVISORS, CNN, CNBC, FORBES Financial Contributor. CEPA® Fee-Only, Fiduciary Financial Advisor

    ● Open
    100 Wilshire Blvd #700, Santa Monica, CA 90401, United States
    (310) 405-5114
    windfalladvisors.com

    Windfall Financial Advisors is a highly respected institution located at 100 Wilshire Boulevard in Santa Monica, California. As a CNN, CNBC, and Forbes Financial Contributor, we are known for our expertise in financial planning and wealth management.

    Photo of WINDFALL FINANCIAL ADVISORS, CNN, CNBC, FORBES Financial Contributor. CEPA® Fee-Only, Fiduciary Financial Advisor - 100 Wilshire Boulevard, Santa Monica, CA 90401, USA Photo of WINDFALL FINANCIAL ADVISORS, CNN, CNBC, FORBES Financial Contributor. CEPA® Fee-Only, Fiduciary Financial Advisor - 100 Wilshire Boulevard, Santa Monica, CA 90401, USA Photo of WINDFALL FINANCIAL ADVISORS, CNN, CNBC, FORBES Financial Contributor. CEPA® Fee-Only, Fiduciary Financial Advisor - 100 Wilshire Boulevard, Santa Monica, CA 90401, USA
    Financial Service
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  • 5 12
    #2

    WellAcre Global Wealth Advisors

    ● Closed
    520 Broadway #200, Santa Monica, CA 90401, United States
    (310) 220-4946
    wellacrewealth.com

    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.

    Photo of WellAcre Global Wealth Advisors - 520 Broadway, Santa Monica, CA 90401, USA Photo of WellAcre Global Wealth Advisors - 520 Broadway, Santa Monica, CA 90401, USA Photo of WellAcre Global Wealth Advisors - 520 Broadway, Santa Monica, CA 90401, USA
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  • 5 16
    #3

    Edward Jones - Financial Advisor: Joshua Lightcap, CFP®|CEPA®|AAMS™|CRPS™

    ● Closed
    5083 Santa Monica Ave Suite 1 A, San Diego, CA 92107, United States
    (619) 223-8357
    edwardjones.com

    Edward Jones - Financial Advisor Joshua Lightcap, CFP®, CEPA®, AAMS™, CRPS™ is a trusted financial institution located at 5083 Santa Monica Avenue in San Diego, California.

    Photo of Edward Jones - Financial Advisor: Joshua Lightcap, CFP®|CEPA®|AAMS™|CRPS™ - 5083 Santa Monica Avenue, San Diego, CA 92107, USA
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  • 3.3 3
    #4

    Morgan Stanley Financial Advisors

    ● Open
    100 Wilshire Blvd Ste 1900, Santa Monica, CA 90401, United States
    (310) 319-5200
    advisor.morganstanley.com

    Morgan Stanley Financial Advisors is a renowned finance institution located at 100 Wilshire Boulevard in Santa Monica, California, United States.

    Photo of Morgan Stanley Financial Advisors - 100 Wilshire Boulevard, Santa Monica, CA 90401, USA Photo of Morgan Stanley Financial Advisors - 100 Wilshire Boulevard, Santa Monica, CA 90401, USA
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  • 1 2
    #5

    Saba Jahanian - BancWest Investment Services Wealth Financial Advisor

    ● Closed
    407 Colorado Ave, Santa Monica, CA 90401, United States
    (310) 490-2717
    bankofthewest.com

    Saba Jahanian - BancWest Investment Services Wealth Financial Advisor is a reputable finance institution located at 407 Colorado Avenue in Santa Monica, California, United States.

    Photo of Saba Jahanian - BancWest Investment Services Wealth Financial Advisor - 407 Colorado Avenue, Santa Monica, CA 90401, USA Photo of Saba Jahanian - BancWest Investment Services Wealth Financial Advisor - 407 Colorado Avenue, Santa Monica, CA 90401, USA Photo of Saba Jahanian - BancWest Investment Services Wealth Financial Advisor - 407 Colorado Avenue, Santa Monica, CA 90401, USA
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  • #6

    Telos Advisors

    ● Open
    1460 4th St, Santa Monica, CA 90401, United States
    (310) 458-2100
    telosadvisors.com

    Telos Advisors is a reputable financial institution located at 1460 4th Street in Santa Monica, California, United States. We specialize in providing expert financial advice and solutions to help our clients achieve their financial goals.

    Financial Service
    Details
  • #7

    Merrill Lynch Financial Advisor Mathew Saltzman

    ● Closed
    100 Wilshire Blvd Suite 300, Santa Monica, CA 90401, United States
    (310) 996-2046
    fa.ml.com

    Merrill Lynch Financial Advisor Mathew Saltzman is a finance institution located at 100 Wilshire Boulevard, Santa Monica, California, United States.

    Financial Service
    Details
  • #8

    Merrill Lynch Financial Advisor John C Mulcahy

    ● Closed
    100 Wilshire Blvd Suite 300, Santa Monica, CA 90401, United States
    (310) 996-2034
    fa.ml.com

    Merrill Lynch Financial Advisor John C Mulcahy is a reputable financial institution located at 100 Wilshire Boulevard in Santa Monica, California, United States.

    Financial Service
    Details
  • #9

    U.S. Bancorp Investments - Financial Advisors: Santa Monica

    ● Closed
    1401 Wilshire Blvd, Santa Monica, CA 90403, United States
    (310) 319-3714
    usbank.com

    U.S. Bancorp Investments - Financial Advisors in Santa Monica is a trusted finance institution located at 1401 Wilshire Boulevard in California, United States.

    Photo of U.S. Bancorp Investments - Financial Advisors: Santa Monica - 1401 Wilshire Boulevard, Santa Monica, CA 90403, USA
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  • #10

    Merrill Lynch Financial Advisor Baldwin T Chin

    ● Closed
    100 Wilshire Blvd Suite 300, Santa Monica, CA 90401, United States
    (310) 996-2022
    fa.ml.com

    Merrill Lynch Financial Advisor Baldwin T Chin is a renowned finance institution located at 100 Wilshire Boulevard in Santa Monica, California, United States.

    Financial Service
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  • #11

    Lineage Asset Advisors

    ● Open
    1804 14th St, Santa Monica, CA 90404, United States
    (818) 737-1088
    lineageasset.com

    Lineage Asset Advisors is a leading finance institution located at 1804 14th Street in Santa Monica, California, United States.

    Financial Service
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  • #12

    Quantum Financial Advisors, LLC

    ● Closed
    520 Broadway Suite 200, Santa Monica, CA 90401, United States
    (424) 447-8268
    quantumadvisors.com

    Quantum Financial Advisors, LLC, located at 520 Broadway in Santa Monica, California, is a finance institution that specializes in providing simple and elegant solutions to life's complex financial problems.

    Photo of Quantum Financial Advisors, LLC - 520 Broadway, Santa Monica, CA 90401, USA
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  • #13

    Merrill Lynch Financial Advisor Layne R Tally

    ● Closed
    100 Wilshire Blvd Suite 300, Santa Monica, CA 90401, United States
    (310) 656-3522
    fa.ml.com

    Merrill Lynch Financial Advisor Layne R Tally is a finance institution located at 100 Wilshire Boulevard, Santa Monica, California, United States.

    Financial Service
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  • #14

    Merrill Lynch Financial Advisor Kenneth M Mirch

    ● Closed
    100 Wilshire Blvd Suite 300, Santa Monica, CA 90401, United States
    (310) 996-2038
    fa.ml.com

    Merrill Lynch Financial Advisor Kenneth M Mirch is a reputable finance institution located at 100 Wilshire Boulevard in Santa Monica, California, United States.

    Financial Service
    Details
  • #15

    Merrill Lynch Financial Advisor David E Guyette

    ● Closed
    100 Wilshire Blvd Suite 300, Santa Monica, CA 90401, United States
    (310) 996-2051
    fa.ml.com

    Merrill Lynch Financial Advisor David E Guyette, located at 100 Wilshire Boulevard in Santa Monica, California, offers personalized financial strategies tailored to help clients pursue their long-term goals.

    Financial Service
    Details
  • #16

    Monica Bellizzi - Thrivent

    ● Closed
    6066 McAbee Rd, San Jose, CA 95120, United States
    (408) 268-1286
    connect.thrivent.com

    Monica Bellizzi - Thrivent is a finance institution located at 6066 McAbee Road in San Jose, California, United States.

    Photo of Monica Bellizzi - Thrivent - 6066 McAbee Road, San Jose, CA 95120, USA Photo of Monica Bellizzi - Thrivent - 6066 McAbee Road, San Jose, CA 95120, USA Photo of Monica Bellizzi - Thrivent - 6066 McAbee Road, San Jose, CA 95120, USA
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  • #17

    Merrill Lynch Financial Advisor Richard A Jones

    ● Closed
    100 Wilshire Blvd Suite 300, Santa Monica, CA 90401, United States
    (310) 996-2000
    fa.ml.com

    Merrill Lynch Financial Advisor Richard A Jones, located at 100 Wilshire Boulevard in Santa Monica, California, offers comprehensive wealth management services to clients and their families.

    Financial Service
    Details
  • #18

    Merrill Lynch Financial Advisor J Geoffrey Grant

    ● Closed
    100 Wilshire Blvd Suite 300, Santa Monica, CA 90401, United States
    (310) 996-2040
    fa.ml.com

    Merrill Lynch Financial Advisor J Geoffrey Grant is a finance institution located at 100 Wilshire Boulevard, Santa Monica, California, United States.

    Financial Service
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  • #19

    Merrill Lynch Financial Advisor David M. Lipinski

    ● Closed
    100 Wilshire Blvd Suite 300, Santa Monica, CA 90401, United States
    (415) 676-2772
    fa.ml.com

    Merrill Lynch Financial Advisor David M. Lipinski located at 100 Wilshire Boulevard in Santa Monica, California, is a reputable finance institution offering a wide range of financial services and expertise.

    Financial Service
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  • #20

    Merrill Lynch Financial Advisor Nelly Aguilar Garcia

    ● Closed
    100 Wilshire Blvd Suite 300, Santa Monica, CA 90401, United States
    (310) 656-3547
    fa.ml.com

    Merrill Lynch Financial Advisor Nelly Aguilar Garcia is located at 100 Wilshire Boulevard in Santa Monica, California. Nelly has been recognized for her exceptional client service and was named in Forbes' "Best-in-State Wealth Management Teams" in 2024.

    Financial Service
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  • #21

    Merrill Lynch Financial Advisor Jacob Guyette

    ● Closed
    100 Wilshire Blvd Suite 300, Santa Monica, CA 90401, United States
    (310) 996-2098
    fa.ml.com

    Merrill Lynch Financial Advisor Jacob Guyette, located at 100 Wilshire Boulevard in Santa Monica, California, offers personalized financial strategies tailored to your individual needs.

    Financial Service
    Details
  • #22

    Merrill Lynch Financial Advisor Brandon Jones

    ● Closed
    100 Wilshire Blvd Suite 300, Santa Monica, CA 90401, United States
    (310) 996-2110
    fa.ml.com

    Merrill Lynch Financial Advisor Brandon Jones is a finance institution located at 100 Wilshire Boulevard, Santa Monica, California, United States. The institution offers insights, observations, and ideas to help clients pursue their financial goals.

    Financial Service
    Details
  • #23

    Merrill Lynch Financial Advisor Blake Anthony

    ● Closed
    100 Wilshire Blvd Suite 300, Santa Monica, CA 90401, United States
    (310) 656-3524
    fa.ml.com

    Merrill Lynch Financial Advisor Blake Anthony is a finance institution located at 100 Wilshire Boulevard, Suite 300, Santa Monica, California, United States.

    Financial Service
    Details
  • #24

    Merrill Lynch Financial Advisor Michael Cooper

    ● Closed
    100 Wilshire Blvd Suite 300, Santa Monica, CA 90401, United States
    (310) 656-3514
    fa.ml.com

    Merrill Lynch Financial Advisor Michael Cooper, located at 100 Wilshire Boulevard in Santa Monica, California, offers personalized financial advice and strategies to help clients achieve their financial goals.

    Financial Service
    Details
  • #25

    Main Street Advisors

    ● Closed
    3110 Main St Suite 200, Santa Monica, CA 90405, United States
    (310) 778-2200

    Main Street Advisors is a finance institution located at 3110 Main Street in the beautiful city of Santa Monica, California.

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  • #26

    Sandfox Advisors

    ● Closed
    730 Arizona Ave 2nd Floor, Santa Monica, CA 90401, United States
    (310) 451-7836
    sandfoxadvisors.com

    Sandfox Advisors is a leading finance institution located at 730 Arizona Avenue in Santa Monica, California. Our team of experienced advisors specializes in providing personalized financial solutions to individuals and businesses.

    Financial Service
    Details
  • #27

    Saybrook Fund Advisors

    ● Open
    501 Santa Monica Blvd, Santa Monica, CA 90401, United States
    (310) 601-3710
    saybrookfundadvisors.com

    Saybrook Fund Advisors is a premier finance institution located at 501 Santa Monica Boulevard in Santa Monica, California.

    Financial Service
    Details
  • #28

    HoyleCohen Wealth Management, Santa Monica

    ● Closed
    2120 Colorado Ave Suite 100, Santa Monica, CA 90404, United States
    (310) 586-1828
    hoylecohen.com

    HoyleCohen Wealth Management in Santa Monica is a premier finance institution located at 2120 Colorado Avenue in California, United States.

    Photo of HoyleCohen Wealth Management, Santa Monica - 2120 Colorado Avenue, Santa Monica, CA 90404, USA Photo of HoyleCohen Wealth Management, Santa Monica - 2120 Colorado Avenue, Santa Monica, CA 90404, USA
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  • #29

    Daniel Kay - Morgan Stanley Financial Advisor

    ● Open
    100 Wilshire Blvd Ste 1900, Santa Monica, CA 90401, United States
    (310) 319-5228
    advisor.morganstanley.com

    Daniel Kay - Morgan Stanley Financial Advisor is a reputable finance institution located at 100 Wilshire Boulevard in Santa Monica, California, United States.

    Financial Service
    Details
  • #30

    Merrill Lynch Financial Advisor Nicholas Anthony

    ● Closed
    100 Wilshire Blvd Suite 300, Santa Monica, CA 90401, United States
    (310) 656-3551
    fa.ml.com

    Merrill Lynch Financial Advisor Nicholas Anthony is a finance institution located at 100 Wilshire Boulevard, Santa Monica, California, United States.

    Financial Service
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