At Best Startup California we track over 300,000 Californian startups and over 1,500,000 people who hold key positions in these companies. We use this directory of startups to highlight top employees, founders and organisations we think deserve more appreciation than they are currently getting.
We’ve ranked the top 8 Retirement companies in Santa Monica, California. The companies, startups and institutions listed in this article are all exceptional companies, well worth a follow. We have included links to their websites, socials and CrunchBase (if you’re interested in their financials).
We selected the organisations listed in this article based on:
- Track record
- Executive leadership
- Market share
- Innovation
- ESG rating
Our Data – We source our data from OSINT (open source intelligence) and public directories such as Crunchbase, SemRush and many more. The data from these sources should be treated with a degree of caution and verified yourself.
Top Retirement Companies & Startups (Santa Monica, California)
Mike Ghaffari & Associates
Mike Ghaffari & Associates is a complete financial services firm.
Founder(s): Ghaffari Mike
Location: Santa Monica, California, United States
Industries: Accounting, Consulting, Finance, Financial Services, Retirement
Follow:
Rose Greene Financial
Rose Greene Financial renders financial planning, retirement planning, charitable giving, insurance, risk, and wealth management services.
Founder(s):
Location: Santa Monica, California, United States
Industries: Financial Services, Insurance, Retirement, Risk Management, Wealth Management
Follow:
Capital Intelligence Associates
Capital Intelligence Associates specializes in business planning strategies, wealth, retirement, investment, insurance and estate planning.
Founder(s):
Location: Santa Monica, California, United States
Industries: Financial Services, Insurance, Retirement, Wealth Management
Follow:
Money Nerve
Money Nerve is a financial advisory firm that offers financing assistance and strategies for retirees, college adults, and families.
Founder(s): Bob Wheeler
Location: Santa Monica, California, United States
Industries: Advice, Financial Services, Professional Services, Retirement
Follow:
Fried Asset Management
Fried Asset Management offers managed account services for separately managed accounts.
Founder(s):
Location: Santa Monica, California, United States
Industries: Consulting, Financial Services, Retirement
Follow:
Jung Novikoff & Stevens
Jung Novikoff & Stevens offers tax advice, financial planning, business valuation, retirement planning and business management services.
Founder(s):
Location: Santa Monica, California, United States
Industries: Accounting, Advice, Financial Services, Retirement
Follow:
Ocean Avenue Wealth Management
Ocean Avenue Wealth Management specializes in asset allocation, business advisory, real estate investment, and retirement planning services.
Founder(s): Skip D. Zwahlen
Location: Santa Monica, California, United States
Industries: Advice, Asset Management, Real Estate Investment, Retirement, Wealth Management
Follow:
JD Avaness
JD Avaness is a financial service company.
Founder(s):
Location: Santa Monica, California, United States
Industries: Accounting, Customer Service, Finance, Legal, Retirement
Follow: