Retirement Planning in San Luis Obispo County, CA

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List of Firms

Top Retirement Planners in San Luis Obispo County, CA

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Rogoway Planning Group
Location 412 Marsh St, San Luis Obispo, CA 93401, USA
Phone (805) 546-9300
Directions
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San Luis Obispo County Pension
Location 1000 Mill St, San Luis Obispo, CA 93408, USA
Phone (805) 781-5465
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WealthSource
SEC File# 801-107199
CRD# 282202
Location 735 Tank Farm Rd Suite 240, San Luis Obispo, CA 93401, USA
Phone (800) 546-0123
Directions
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Salvini Financial Planning
5 out of 5
Location 30 San Miguel St, Avila Beach, CA 93424, USA
Phone (805) 543-6622
Directions
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Phillip B. White & Company
SEC File# 801-114890
CRD# 300623
Location 11573 Los Osos Valley Rd Suite D, San Luis Obispo, CA 93405, USA
Phone (925) 736-2108
Directions
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Financial Resources
SEC File# 801-123260
CRD# 116186
5 out of 5
Location 1428 Phillips Ln # 100, San Luis Obispo, CA 93401, USA
Phone (805) 544-5311
Directions
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Charles Schwab
SEC File# 801-35905
CRD# 106753
5 out of 5
Location 733 Marsh St Ste 100, San Luis Obispo, CA 93401, USA
Phone (805) 788-0502
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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Edward Jones
SEC File# 801-3297
CRD# 250
Location 300 James Way #180, Pismo Beach, CA 93449, USA
Phone (805) 473-9200
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Chandra Platt - Morgan Stanley
Location 1321 Osos St Ste 210, San Luis Obispo, CA 93401, USA
Phone (805) 549-2451
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Trellis Wealth Advisors LLC
Location 1135 Santa Rosa St #310, San Luis Obispo, CA 93401, USA
Phone (805) 548-8920
Directions
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Mustang Private Wealth
Location 429 Marsh St, San Luis Obispo, CA 93401, USA
Phone (805) 439-3800
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Hilde Minkel & Associates
Location 3591 Sacramento Dr #122, San Luis Obispo, CA 93401, USA
Phone (805) 544-1314
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Lifepoint Financial Design
Location 872 Higuera St. STE. # DD30, San Luis Obispo, CA 93401, USA
Phone (805) 234-7288
Directions
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Andrew Cooper - Financial Advisor, Ameriprise Financial Services, LLC
Location 500 Cypress St Ste 12, Pismo Beach, CA 93449, USA
Phone (805) 773-9468
Directions
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Kurt Kennedy - Morgan Stanley
Location 1321 Osos St Ste 210, San Luis Obispo, CA 93401, USA
Phone (805) 549-2408
Directions
Retirement Planning in San Luis Obispo County, CA

About San Luis Obispo County, CA for Those Planning to Retire

San Luis Obispo County, located on the central coast of California, is renowned for its breathtaking natural beauty, vibrant culture, and thriving economy. From the stunning Morro Bay to the charming city of Paso Robles, this county is a true gem of the Golden State. The county is home to several iconic landmarks, including the Hearst Castle, a magnificent estate built by newspaper magnate William Randolph Hearst, and the Pismo Beach Pier, a popular destination for fishing and surfing enthusiasts alike. Other notable landmarks include the Mission San Luis Obispo de Tolosa, the Bubblegum Alley, and the Morro Rock. The top employers in San Luis Obispo County span a wide range of industries, from healthcare and education to agriculture and tourism. Some of the largest employers in the area include California Polytechnic State University, Pacific Gas and Electric Company, and Tenet Healthcare.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of San Luis Obispo County, CA can benefit from a bank in many ways. Firstly, with its booming tourism industry, many locals may need assistance with managing their finances during peak seasons. A bank can offer personalized financial planning and investment options to help them prepare for these fluctuations. Secondly, San Luis Obispo County is known for its agriculture, and farmers may require loans for equipment or land purchases. A bank can provide these loans and offer specialized agricultural banking services to support the local farming community. Lastly, the county is prone to natural disasters such as wildfires and earthquakes. In these situations, a bank can provide emergency loans and financial support to those affected. Overall, a bank can offer crucial financial assistance to the diverse and unique community of San Luis Obispo County.

Insurance Broker

Residents of San Luis Obispo County, CA can benefit greatly from the services of an insurance broker. With the county being a hub for agriculture and tourism, an insurance broker can help farmers and business owners in the county to secure coverage that is tailored to their unique needs. Additionally, with the county being located in a region that is prone to natural disasters such as wildfires and earthquakes, an insurance broker can help residents to obtain comprehensive coverage that protects against these risks. Furthermore, an insurance broker can assist residents in navigating the complex and ever-changing healthcare landscape, helping them to find the right health insurance plan that meets their needs and budget. With the help of an insurance broker, residents of San Luis Obispo County can have peace of mind knowing that they are protected against the unexpected.

Wealth Management

Residents of San Luis Obispo County, CA could greatly benefit from the services of a wealth manager. With its diverse economy ranging from agriculture to tourism, the county presents a unique set of financial challenges and opportunities. A skilled wealth manager could assist in navigating the complexities of investing in the local wine industry, which has been rapidly expanding in recent years. Additionally, with the county's high cost of living and housing market, a wealth manager could provide guidance on budgeting and saving strategies to help residents achieve their financial goals. Furthermore, with the county's proximity to major tech hubs such as Silicon Valley, a wealth manager could help residents capitalize on potential investment opportunities in the technology sector. Overall, a wealth manager can provide invaluable assistance to residents of San Luis Obispo County in achieving financial security and success in a rapidly evolving economy.

Financial Advisor

Residents of San Luis Obispo County, CA could greatly benefit from the guidance of a financial advisor. Specifically, with the county's strong agricultural industry, a financial advisor could assist farmers and ranchers in developing a long-term financial plan that accounts for the unpredictable nature of the industry. Additionally, with the county's high cost of living, a financial advisor could help individuals and families create a budget and savings plan that allows them to live comfortably while still planning for the future. Furthermore, with the county's proximity to the coast and outdoor recreational opportunities, a financial advisor could help clients plan for retirement and ensure they have enough savings to enjoy their hobbies and interests. Overall, a financial advisor can provide valuable insight and expertise to help San Luis Obispo County residents achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of San Luis Obispo County, CA can benefit from the expertise of a mortgage loan officer in various ways. Firstly, the county's housing market is highly competitive, and a loan officer can assist residents in navigating the complexities of the home-buying process. Additionally, San Luis Obispo County has a diverse population, including retirees, young families, and students attending California Polytechnic State University. A loan officer can help residents identify the best mortgage options based on their unique financial situations and goals. Furthermore, the county is known for its high cost of living, and a loan officer can provide guidance on how to secure a mortgage that fits within a resident's budget. Overall, a mortgage loan officer can be an invaluable resource for residents of San Luis Obispo County, CA, helping them achieve their dream of homeownership in a competitive and expensive market.

Tax Services

Residents of San Luis Obispo County, CA can benefit from the expertise of a tax advisor in several ways. For instance, tax advisors can help them navigate the complex tax laws that are unique to California and San Luis Obispo County, such as property taxes and sales taxes. They can also help residents optimize their tax returns by identifying all eligible deductions and credits, including those related to homeownership, education, and charitable contributions. Additionally, tax advisors can assist with tax planning, helping residents make informed decisions about investments, retirement, and other financial matters that can impact their tax liability. With the help of a tax advisor, residents of San Luis Obispo County can ensure that they are compliant with all tax laws and regulations while minimizing their tax burden.

Estate Planning Lawyer

Residents of San Luis Obispo County, CA can benefit greatly from the services of an estate planning lawyer. Specifically, given the county's high median home value of $615,000, estate planning can be essential to ensure that one's assets are properly distributed after their passing. An estate planning lawyer can assist in creating wills, trusts, and other legal documents that can protect assets and minimize taxes. Additionally, San Luis Obispo County has a significant population of retirees, and an estate planning lawyer can help ensure that their retirement accounts and other assets are properly managed and distributed. Furthermore, with the county's proximity to major fault lines, it is important to consider disaster planning in estate planning, which can be complex and require the assistance of a knowledgeable lawyer. Overall, an estate planning lawyer can offer invaluable support to residents of San Luis Obispo County in protecting their assets and planning for the future.

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