A complete list of active advisors currently associated with RetireSharp Wealth Management, LLC

Warmer can help you find a great advisor at RetireSharp Wealth Management, LLC or one who fits your needs even better.

RetireSharp Wealth Management, LLC is an independent, single‑advisor registered investment adviser that serves individual and high‑net‑worth clients with comprehensive financial planning and discretionary portfolio management. The firm delivers written financial plans and ongoing monitoring, and implements investment programs through in‑house model portfolios, Altruist’s Model Marketplace, and selected sub‑advisers. The firm’s investment approach emphasizes tactical asset allocation across mutual funds, ETFs, stocks and bonds, with discretionary authority to rebalance portfolios and execute trades on a regular basis. Accounts are reviewed monthly for rebalancing and the firm uses custodial relationships with providers such as Charles Schwab and Altruist to hold client assets and facilitate trade execution. Distinctive features include the owner’s activity as a licensed insurance agent and owner of Ifasi Financial Group, which enables the firm to recommend and sell insurance products for commissions—a disclosed conflict of interest with stated mitigation measures. RetireSharp also maintains an institutional relationship with Altruist that provides support services to the firm tied to asset thresholds on that platform, and the combination of Altruist model access plus sub‑adviser use is notable for a solo practitioner of this size.

To learn more about the advisors currently working at RetireSharp Wealth Management, LLC, 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.