Retirement Planning in Rancho Santa Fe, CA

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Top Retirement Planners in Rancho Santa Fe, CA

SEC File# 801-60976
CRD# 115357
5 out of 5
Location 14249 Rancho Santa Fe Farms Rd, Rancho Santa Fe, CA 92091, USA
Phone (858) 755-0909
Time Monday: 7:00 AM – 4:00 PM Tuesday: 7:00 AM – 4:00 PM Wednesday: 7:00 AM – 4:00 PM Thursday: 7:00 AM – 4:00 PM Friday: 7:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
SEC File# 801-113020
CRD# 130478
Location 16909 Via De Santa Fe #202, Rancho Santa Fe, CA 92067, USA
Phone (858) 481-4088
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
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Confidence Financial Partners
5 out of 5
Location 6075 Mimulus, Rancho Santa Fe, CA 92067, USA
Phone (858) 756-6115
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Michael Lawrence - Morgan Stanley
Location 6041 La Flecha, Rancho Santa Fe, CA 92067, USA
Phone (858) 613-7108
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Engaging Women in Wealth
Location 16906 Via De Santa Fe, Rancho Santa Fe, CA 92067, USA
Phone (858) 756-0004
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SEC File# 801-72176
CRD# 156500
Location 18029 Calle Ambiente, Rancho Santa Fe, CA 92067, USA
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Merrill Lynch Wealth Management Advisor Jennifer R Perkinson
Location 5951 La Sendita Bldg A, Rancho Santa Fe, CA 92067, USA
Phone (858) 381-8321
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Edward Jones - Financial Advisor: Cody Jess
Location 162 S Rancho Santa Fe Rd #20, Encinitas, CA 92024, USA
Phone (760) 944-1985
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A. Kelley Shooter Financial Services
Location 6106 La Flecha Ste 206, Rancho Santa Fe, CA 92067, USA
Phone (858) 759-9440
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Morgan Stanley Financial Advisors
Location 6041 La Flecha, Rancho Santa Fe, CA 92067, USA
Phone (858) 756-3765
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Rancho Private Wealth
SEC File# 801-107896
CRD# 155576
Location 5531 Cancha de Golf Suite 201, Rancho Santa Fe, CA 92091, USA
Phone (858) 200-0616
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The Crestwell Group, LLC
Location 5531 Cancha de Golf Suite 201, Rancho Santa Fe, CA 92091, USA
Phone (949) 375-6461
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Wealth Preservation, LLC
5 out of 5
Location 12520 High Bluff Dr Suite 360, San Diego, CA 92130, USA
Phone (858) 369-0303
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SEC File# 801-121668
CRD# 147537
Location 2710 Loker Ave W #230, Carlsbad, CA 92010, USA
Phone (760) 438-3360
Time Monday: 7:00 AM – 3:30 PM Tuesday: 7:00 AM – 3:30 PM Wednesday: 7:00 AM – 3:30 PM Thursday: 7:00 AM – 3:30 PM Friday: 7:00 AM – 3:30 PM Saturday: Closed Sunday: Closed
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Root Financial Partners
5 out of 5
Location 125 South Highway 101, Suite #101 PMB #7, Solana Beach, CA 92075, USA
Phone (760) 452-0720
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Merrill Lynch Wealth Management Advisor Russel J Upton
Location 5951 La Sendita Bldg A, Rancho Santa Fe, CA 92067, USA
Phone (858) 381-8976
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Tate Asset Management
SEC File# 801-110370
CRD# 160657
5 out of 5
Location 5531 Cancha de Golf #206, Rancho Santa Fe, CA 92091, USA
Phone (888) 500-9267
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
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Ray H Taraz - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 16950 Via De Santa Fe 5060 103, Rancho Santa Fe, CA 92067, USA
Phone (760) 632-6361
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
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Robert I Richmond Financial
Location 6056 El Tordo, Rancho Santa Fe, CA 92091, USA
Phone (858) 756-9675
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Linda C Leong Financial Services
Location 6106 La Flecha, Rancho Santa Fe, CA 92091, USA
Phone (858) 756-0911
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White River Capital Inc
Location 6051 El Tordo, Rancho Santa Fe, CA 92091, USA
Phone (866) 802-9128
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Robert O'Connor - Morgan Stanley
Location 6041 La Flecha, Rancho Santa Fe, CA 92067, USA
Phone (858) 613-8143
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Merrill Lynch Wealth Management Advisor Eric Aguirre
Location 6002 El Tordo, Rancho Santa Fe, CA 92067, USA
Phone (858) 381-8312
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EBS Business Tax Services
4 out of 5
Location 18029 Calle Ambiente Suite 519, Rancho Santa Fe, CA 92091, USA
Phone (760) 692-0242
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David J Ross - Morgan Stanley
Location 6041 La Flecha, Rancho Santa Fe, CA 92067, USA
Phone (858) 613-8170
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Retirement Planning in Rancho Santa Fe, CA

About Rancho Santa Fe, CA for Those Planning to Retire

Rancho Santa Fe, nestled in the heart of San Diego County, is a luxurious and exclusive community that boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the iconic Inn at Rancho Santa Fe to the stunning Rancho Santa Fe Golf Club, this town is brimming with opulence and charm. Its top employers include the Rancho Valencia Resort & Spa, the Rancho Santa Fe School District, and the Rancho Santa Fe Association, which provide ample job opportunities for residents. The town is easily accessible via the nearby Interstate 5 and California State Route 56, which connect it to major cities like San Diego and Los Angeles. Its neighborhoods, such as The Covenant and Fairbanks Ranch, are known for their sprawling estates and picturesque landscapes, making it a coveted destination for those seeking a luxurious and peaceful lifestyle.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Rancho Santa Fe, CA could benefit from a bank in a myriad of ways. One specific example is through mortgage lending. With the median home value in Rancho Santa Fe being over $3 million, many residents may require a substantial loan to purchase a property. A bank could offer various mortgage options, such as fixed or adjustable rates, to assist with financing. Additionally, banks could offer investment opportunities to residents looking to grow their wealth. With Rancho Santa Fe being known for its affluent community, residents may be interested in investing in stocks, mutual funds, or other securities. A bank could provide guidance and expertise in these areas to help residents make informed decisions. Finally, a bank could provide basic financial services such as checking and savings accounts, as well as online banking and mobile apps for added convenience.

Insurance Broker

Residents of Rancho Santa Fe, CA can benefit greatly from the services of an insurance broker. Rancho Santa Fe is known for its affluent community and high-end homes, which require specialized insurance coverage. An insurance broker can provide residents with tailored insurance policies that meet their unique needs and protect their assets. Additionally, Rancho Santa Fe is located in an area prone to wildfires, which can cause extensive damage to homes and property. An insurance broker can help residents navigate the complexities of wildfire insurance and ensure that they have adequate coverage in the event of a disaster. With their expertise and knowledge of the insurance industry, an insurance broker can provide peace of mind to residents of Rancho Santa Fe and protect their assets from unforeseen events.

Wealth Management

Residents of Rancho Santa Fe, CA, one of the wealthiest zip codes in the United States, could benefit from the services of a wealth manager in a variety of ways. A skilled wealth manager can help these residents manage their assets, plan for retirement, and create a strategy to pass on their wealth to future generations. Additionally, a wealth manager can help navigate the complex tax laws and investment options unique to California. With its high concentration of tech entrepreneurs and venture capitalists, Rancho Santa Fe residents may also require specialized advice on managing stock options, equity compensation, and other non-traditional investments. In short, a wealth manager can provide invaluable guidance and support to the residents of Rancho Santa Fe, helping them maximize their wealth and achieve their financial goals.

Financial Advisor

Residents of Rancho Santa Fe, CA could benefit from the guidance of a financial advisor in numerous ways. For instance, given the high net worth of many residents, a financial advisor could help them manage their wealth through investment strategies that align with their goals and tolerance for risk. Moreover, a financial advisor could assist residents in creating tax-efficient financial plans, given the high taxes in California. Additionally, Rancho Santa Fe, CA is known for its luxury real estate market, and a financial advisor could provide valuable insights into the potential returns and risks associated with investing in property in the area. Furthermore, with many residents being retirees, a financial advisor could help them plan for retirement by ensuring that they have sufficient savings and investments to maintain their lifestyle. Overall, a financial advisor could provide invaluable assistance to residents of Rancho Santa Fe, CA in navigating the complexities of managing their wealth in a high-cost, high-value area.

Mortgage Loan Officer

Residents of Rancho Santa Fe, CA can benefit from the services of a mortgage loan officer in a variety of ways. These professionals can help individuals and families secure financing for their dream homes, whether they are purchasing a property in the area or refinancing an existing mortgage. With its high-end real estate market and affluent population, Rancho Santa Fe presents unique challenges and opportunities for mortgage loan officers. They must be familiar with the local market and understand the needs and preferences of the community. Additionally, they must be able to navigate the complex financial landscape of the area, which includes high property values, luxury homes, and unique lending requirements. By working with a skilled and experienced mortgage loan officer, residents of Rancho Santa Fe can ensure that they are getting the best possible financing options for their specific needs and goals.

Tax Services

Residents of Rancho Santa Fe, CA may benefit from the services of a tax advisor in several ways. Given that Rancho Santa Fe is one of the wealthiest communities in the United States, with an average household income of over $245,000, tax planning and preparation can be an intricate and challenging task. A tax advisor can assist residents in navigating the complex tax laws and regulations that apply to high-income earners in California. They can help identify deductions and credits that may reduce tax liabilities, develop strategies for minimizing tax exposure, and ensure compliance with state and federal tax laws. Additionally, a tax advisor can offer guidance on estate planning, charitable giving, and other financial matters that are particularly relevant to affluent individuals and families in Rancho Santa Fe. With their expertise and knowledge, a tax advisor can help residents of Rancho Santa Fe optimize their tax situation and achieve their financial goals.

Estate Planning Lawyer

Residents of Rancho Santa Fe, CA can benefit from the expertise of an estate planning lawyer in several ways. Firstly, the lawyer can help them create a comprehensive estate plan that takes into account their unique financial and familial circumstances. Rancho Santa Fe is known for its affluent residents, and an estate planning lawyer can provide guidance on how to protect and transfer wealth effectively. Secondly, the lawyer can assist with the creation of trusts, which can help avoid probate and reduce estate taxes. Trusts can also provide a level of privacy and control over how assets are distributed. Additionally, the lawyer can help with the establishment of charitable foundations or endowments, which may be of particular interest to residents of Rancho Santa Fe who are passionate about philanthropy. Overall, an estate planning lawyer can help residents of Rancho Santa Fe ensure that their assets are protected and their wishes are carried out in the event of incapacity or death.

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