A complete list of active advisors currently associated with Retirement Planners
Warmer can help you find a great advisor at Retirement Planners or one who fits your needs even better.
Retirement Planners works with individual and small business clients to provide financial planning and retirement planning services, including analysis and written recommendations on life and disability insurance, annuities, stock portfolios, and estate protection. The firm offers one-hour initial consultations and prepares reports that outline suggested strategies tailored to each client's objectives. The firm’s process is advisory and non-discretionary: it reviews client data, produces written reports with generic recommendations, and leaves implementation decisions to the client or the client’s chosen broker or carrier. Retirement Planners does not provide portfolio management on a discretionary basis for individual accounts and does not use percentage-of-assets-under-management fee arrangements. Distinctive features include the owner’s active licenses and compensation sources outside typical advisory-only models — the firm’s advisor is a licensed real estate agent and life insurance/annuity producer who earns commissions on real estate and insurance transactions, and also provides limited notary services. The firm operates at a very small scale (one advisor, a very small number of clients and modest assets under management) and maintains an institutional relationship with a digital custodian platform as an optional execution venue.
To learn more about the advisors currently working at Retirement Planners, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
El Segundo, CA
| 8
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)