Retirement Planning in Manhattan Beach, CA

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List of Firms

Top Retirement Planners in Manhattan Beach, CA

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National Planning Corporation
Location 2309 CA-1, Hermosa Beach, CA 90254, USA
Phone (310) 798-8384
Directions
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VICKIE ADAMS, CFP, CDFA
Location 1230 Rosecrans Ave #300, Manhattan Beach, CA 90266, USA
Phone (310) 514-0240
Language http://www.planvickie.com/
Directions
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Manhatten Wealth Advisors
Location 1230 Rosecrans Ave Ste 620, Manhattan Beach, CA 90266, USA
Phone (310) 536-8208
Directions
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The Beach Cities Group - Morgan Stanley
Location 2141 Rosecrans Ave Ste 3100, El Segundo, CA 90245, USA
Phone (310) 297-3765
Language https://advisor.morganstanley.com/the-beach-cities-group?y_source=1_MTA4MjM4ODAtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
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Integrated Financial Consulting
Location 1500 Rosecrans Ave # 416, Manhattan Beach, CA 90266, USA
Phone (310) 643-1060
Directions
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Monograph Wealth Advisors
SEC File# 801-80679
CRD# 173949
Location 830 South, CA-1 #202, El Segundo, CA 90245, USA
Phone (310) 496-7377
Language http://www.monographwealth.com/
Directions
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Wendell Charles Financial
5 out of 5
Location 1230 Rosecrans Ave #300, Manhattan Beach, CA 90266, USA
Phone (888) 701-7305
Language http://wendellcharles.com/
Directions
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Platinum Wealth Advisors
SEC File# 801-67628
CRD# 137658
Location 1500 Rosecrans Ave 5th floor, Manhattan Beach, CA 90266, USA
Phone (310) 220-1196
Language http://platinumwealthadvisors.com/
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
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Clarity Wealth Management Group Inc.
Location 2121 Rosecrans Ave # 3385, El Segundo, CA 90245, USA
Phone (310) 662-0000
Language http://claritywm.com/
Directions
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49 Financial - Los Angeles
Location 3500 N Sepulveda Blvd E, Manhattan Beach, CA 90266, USA
Phone (310) 494-6919
Language https://www.49financial.com/
Directions
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Timothy Joseph Wallender, CFP
Location 1129 Highland Ave STE 203, Manhattan Beach, CA 90266, USA
Phone (310) 318-3255
Language http://www.strategicindex.com/
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Gruver Wealth Management of Wells Fargo Advisors
Location 2321 Rosecrans Ave #2275, El Segundo, CA 90245, USA
Phone (310) 725-2267
Language http://www.gruverwealthmanagement.com/
Directions
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Merrill Lynch Wealth Management
3 out of 5
Location 2301 Rosecrans Ave Suite 3150, El Segundo, CA 90245, USA
Phone (800) 777-0843
Language https://www.local.ml.com/Manhattan_Beach
Directions
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Sarah Auernhammer - Thrivent
Location 2309 Pacific Coast Hwy Ste 107, Hermosa Beach, CA 90254, USA
Phone (310) 372-3520
Language https://connect.thrivent.com/sarah-auernhammer?utm_source=GMB&utm_medium=Yext&y_source=1_MTU4NzYzMDQtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 1230 Rosecrans Ave # 155, Manhattan Beach, CA 90266, USA
Phone (310) 725-7034
Language https://www.edwardjones.com/en_US/index.html
Directions
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RBC Wealth Management Branch - Manhattan Beach
Location 2361 Rosecrans Ave Suite 460, El Segundo, CA 90245, USA
Phone (310) 647-8040
Language https://us.rbcwealthmanagement.com/manhattanbeach?utm_source=GMB&utm_medium=Yext
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Sandeep Gupta
Location 1230 Rosecrans Ave Suite 100, Manhattan Beach, CA 90266, USA
Phone (818) 473-9235
Language http://sandeepgupta.nm.com/
Directions
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Financial Advisors | U.S. Bancorp Investments
Location 3300 N Sepulveda Blvd, Manhattan Beach, CA 90266, USA
Phone (310) 546-3371
Language https://www.usbank.com/wealth-management/find-an-advisor/ca/manhattan-beach/john-seedall.html?utm_source=google%20my%20business&utm_medium=listing&utm_campaign=visit%20website
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Madrid Retirement Advisors
5 out of 5
Location 111 N Sepulveda Blvd #300, Manhattan Beach, CA 90266, USA
Phone (714) 465-2537
Language http://www.madridretirementadvisors.com/
Directions
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Opes Advisors
Location 1300 Highland Ave, Manhattan Beach, CA 90266, USA
Phone (310) 939-9292
Directions
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Hermosa Wealth Management
5 out of 5
Location 2447 CA-1 2nd Floor, Hermosa Beach, CA 90254, USA
Phone (310) 870-8400
Language http://www.hermosawealth.com/
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ESF Financial Planning Group
Location 1500 Rosecrans Ave #500, Manhattan Beach, CA 90266, USA
Phone (310) 706-4123
Language https://abacuswealth.com/esf/
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Wedbush Securities
SEC File# 801-6358
CRD# 877
Location 2404 Pacific Ave, Manhattan Beach, CA 90266, USA
Phone (310) 939-1370
Directions
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Farmers Financial Services
Location 3201 N Sepulveda Blvd, Manhattan Beach, CA 90266, USA
Phone (424) 400-3087
Language https://www.farmers.com/financial/
Directions
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Bridge Senior Financial Services
Location 350 N Sepulveda Blvd #9, Manhattan Beach, CA 90266, USA
Phone (310) 376-4960
Language http://southbayseniorfinancialservices.com/
Directions
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Edward Jones - Financial Advisor: Audrey A Stansbury, CFP®|AAMS™
SEC File# 801-3297
CRD# 250
Location 1230 Rosecrans Ave Suite 290, Manhattan Beach, CA 90266, USA
Phone (310) 725-7034
Language https://www.edwardjones.com/us-en/financial-advisor/audrey-stansbury
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Manhattan Beach, CA Private Wealth Management - UBS Financial Services Inc.
Location 2121 Rosecrans Ave Suite 1300, El Segundo, CA 90245, USA
Phone (424) 301-3804
Language https://local.ubs.com/manhattan-beach-pwm/?utm_source=Yext&utm_medium=GMB&utm_campaign=163944&y_source=1_MjYwOTM0MTgtNzE1LWxvY2F0aW9uLmdvb2dsZV93ZWJzaXRlX292ZXJyaWRl
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Capstan Advisors LLC
Location 1600 Rosecrans Ave, Manhattan Beach, CA 90266, USA
Phone (310) 321-7838
Language http://www.capstanadvisors.com/
Directions
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Boundless Advice LLC
Location 513 23rd St, Manhattan Beach, CA 90266, USA
Phone (347) 744-9252
Language https://www.boundlessadvice.com/
Directions
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Raymond James
SEC File# 801-72137
CRD# 25853
5 out of 5
Location 1220 Highland Ave, Manhattan Beach, CA 90266, USA
Phone (310) 546-1525
Language https://www.raymondjames.com/
Directions
Retirement Planning in Manhattan Beach, CA

About Manhattan Beach, CA for Those Planning to Retire

Manhattan Beach, CA is a vibrant coastal city in Los Angeles County, known for its stunning beaches, lively nightlife, and thriving business community. The city boasts several iconic landmarks, including the Manhattan Beach Pier, a popular destination for fishing and strolling, and the Roundhouse Aquarium, a must-visit for marine life enthusiasts. Top employers in the area include Skechers, Northrop Grumman, and Raytheon, all of which contribute to the city's robust economy. Major highways and streets in the area include the Pacific Coast Highway, Sepulveda Boulevard, and Rosecrans Avenue, providing easy access to neighboring cities and attractions. Manhattan Beach is also home to several distinct neighborhoods, each with its own unique charm and character, such as the Hill Section, the Sand Section, and the Tree Section. Whether you're looking for a day of sun and surf, a night out on the town, or a thriving business community, Manhattan Beach has something for everyone.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Manhattan Beach, CA would benefit from having a bank in their community in a multitude of ways. For instance, with the city being a popular tourist destination, having access to a bank that can provide foreign currency exchange services would be extremely helpful for both residents and visitors. Additionally, since Manhattan Beach is home to many affluent individuals, a bank that offers wealth management services and investment opportunities would be of great value. Furthermore, with the city being located near the coast, a bank that provides specialized loans for purchasing beachfront properties or renovating homes to withstand natural disasters would be highly sought after. Lastly, with the ongoing COVID-19 pandemic, a bank that offers small business loans and financial assistance to struggling local businesses would be a crucial resource for the community.

Insurance Broker

Residents of Manhattan Beach, CA can benefit from the expertise of an insurance broker in a variety of ways. For instance, given the high cost of living in this affluent coastal city, an insurance broker can help residents find affordable insurance policies that suit their needs. Additionally, with the increasing frequency of natural disasters such as wildfires and earthquakes in California, an insurance broker can help residents find comprehensive coverage that protects their homes and belongings. Furthermore, Manhattan Beach is known for its active lifestyle and outdoor recreational activities, which can put residents at risk for accidents and injuries. An insurance broker can help them find health and disability insurance policies that provide adequate coverage and protection. With so many potential risks and uncertainties, having an insurance broker on your side can provide invaluable peace of mind for residents of Manhattan Beach, CA.

Wealth Management

Residents of Manhattan Beach, CA would greatly benefit from the expertise of a wealth manager. With the affluent community and high cost of living in Manhattan Beach, a wealth manager can assist individuals in creating a solid financial plan that aligns with their long-term goals. This includes managing investments, creating a retirement plan, and minimizing tax liabilities. In addition, a wealth manager can provide guidance on estate planning and philanthropic giving, which are important considerations for many residents in this community. Given the complexity of financial planning, having a knowledgeable and experienced wealth manager can alleviate the stress and uncertainty that often comes with managing one's finances. Overall, the residents of Manhattan Beach, CA would be well-served by partnering with a wealth manager to ensure their financial security and success.

Financial Advisor

Residents of Manhattan Beach, CA could benefit from the expertise of a financial advisor in several ways. Firstly, given the high cost of living in the area, a financial advisor could help individuals manage their expenses and create a budget that aligns with their long-term financial goals. Additionally, Manhattan Beach is known for its affluent population, and a financial advisor could assist with investment planning and wealth management. With the proximity of Manhattan Beach to the entertainment industry, a financial advisor could also provide specialized advice on navigating the unique financial circumstances of those in the entertainment industry. Furthermore, given the devastating impact of wildfires in California, a financial advisor could offer guidance on insurance coverage and disaster preparedness. Overall, a financial advisor could provide valuable support to residents of Manhattan Beach in navigating the complex financial landscape of the area.

Mortgage Loan Officer

Residents of Manhattan Beach, CA may seek the help of a mortgage loan officer for various reasons. One of the most common reasons is to secure a mortgage loan to purchase a home in this affluent beachside community. With its prime location, Manhattan Beach is known for its high home values, making it challenging for many residents to afford a home without financial assistance. A mortgage loan officer can help residents navigate the complex process of obtaining a mortgage loan, including providing guidance on the best loan options and helping them understand the requirements and qualifications needed to secure a loan. Furthermore, with the current low-interest rates, a mortgage loan officer can help residents take advantage of the current market conditions and secure a favorable interest rate, potentially saving them thousands of dollars over the life of their loan.

Tax Services

Manhattan Beach, CA residents can benefit from the expertise of a tax advisor in many ways. For instance, a tax advisor can provide guidance on how to reduce tax liabilities by taking advantage of the various tax credits and deductions available to residents. Additionally, a tax advisor can help small business owners in Manhattan Beach navigate the complex tax laws and regulations, ensuring that they comply with all the relevant tax laws and regulations. With the high cost of living in Manhattan Beach, a tax advisor can also help residents plan for retirement by offering advice on tax-efficient investment strategies. Furthermore, due to the significant number of residents who work in the entertainment industry, a tax advisor can provide specialized tax planning for actors, writers, and other entertainment professionals. Overall, a tax advisor can help Manhattan Beach residents save money, plan for the future, and navigate the complex tax landscape.

Estate Planning Lawyer

Residents of Manhattan Beach, CA can benefit from the expertise of an estate planning lawyer in a multitude of ways. One specific example is the unique property values and tax implications in the area. With Manhattan Beach being a highly sought-after location for real estate, it is important for residents to have a comprehensive estate plan in place to ensure their assets are properly protected and passed down to their loved ones. Additionally, an estate planning lawyer can assist with navigating the complex tax laws and regulations that come with owning property in such a desirable location. From establishing trusts to minimizing tax liabilities, an estate planning lawyer can provide invaluable guidance and support to Manhattan Beach residents looking to secure their financial future and protect their assets for generations to come.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a retirement planner in Manhattan Beach, CA are designed to help individuals prepare for their golden years. These services can include investment advice, tax planning, estate planning, and social security optimization. Manhattan Beach, CA is a city known for its affluent residents and high cost of living, making retirement planning even more crucial. With its picturesque beaches and luxury lifestyle, Manhattan Beach residents often have complex financial situations that require a retirement planner's expertise. A retirement planner in Manhattan Beach, CA can provide personalized solutions that take into account the unique needs and goals of each client. From creating a comprehensive retirement plan to managing investments and minimizing taxes, a retirement planner in Manhattan Beach, CA can help individuals achieve financial security and peace of mind.

Manhattan Beach, CA is undoubtedly the best place to get a retirement planner. The city, located in Los Angeles County, boasts a vibrant and diverse community that is home to some of the most experienced and knowledgeable retirement planners in the country. With its stunning beaches, world-class restaurants, and thriving business district, Manhattan Beach is a hub of activity and innovation, making it the perfect place for retirees to seek out expert guidance for their financial future. Whether you're looking to invest in stocks, bonds, or real estate, Manhattan Beach's retirement planners have the skills and expertise necessary to help you achieve your goals. From estate planning to tax strategies, they can provide you with the comprehensive financial advice you need to make informed decisions and secure your financial future.