Choosing a retirement planner is one of the more personal financial decisions you'll make. Not just because the stakes are real, but because a good planning relationship runs on trust, and trust takes more than credentials and a clean website. This page is where you find retirement planning professionals in California who signed our statement of faith, confessing Jesus as Lord. That's the gate. Every one of them made that affirmation to be listed here, which tells you something genuine about how they see their work and the people sitting across the table from them.
We reach out to welcome most new planners when they join, and we pray for them right there on that call. A genuine hello. Not a screen, not a license review, not us leafing through their ADV filings. Past that, the relationship is between you and them.
California has solid coverage here. Real options, spread across the state, from the Bay Area down through the Central Valley and on to San Diego. Honestly, that's rarer than it sounds for a faith-based directory, and we're glad to say it. The reviews below are written by actual clients, people who handed over their full financial picture and then lived with what came next. That's where you learn whether a planner listens before they talk, explains fees without burying the number, and builds something that fits your life rather than their production goals. We point you to the believers running these practices. The work of choosing is still yours, and the reviews are how you do it.
Metro areas with listings
Listings (11)
His Kingdom Insurance and Services Inc.
He owns it all! Psalm 24:1 The earth is the Lord's, and the fulness thereof; the world, and they that dwell therein.
SaiDarA Group
John Olson Insurance Agency, LLC
The Money Chica
Kristen Eaton Insurance & Investment Planning
HarvestWise Wealth Planning
One Pacific Financial Strategies - Bar De Leon
New York Life
Scalco Financial
Rene Farias - Financial Professional
Frequently asked questions
How do planners get listed on this page?
Every planner listed signed our statement of faith, affirming Jesus as Lord. That's the requirement to be here. We also reach out to welcome most new listings with a call and pray for the owner on that call, but that's a greeting, not a review of their credentials or work history.
Does LocateFaith verify the quality of a planner's advice?
No. We don't evaluate investment strategies, fee structures, or client outcomes. The reviews on each listing are written by real clients and are where you learn whether a planner is worth your time and trust.
Are all types of retirement planning services represented?
The mix varies. You'll find independent advisors, fee-only planners, and full-service firms. Reading each profile and its reviews will tell you whether a particular planner's approach fits what you're looking for.
What should I ask a planner before hiring them?
Ask how they're compensated, whether they operate as a fiduciary, and how they build a plan for someone at your stage. A planner who answers those questions clearly before you've signed anything is a good sign.
Can I trust the reviews on this site?
Reviews are submitted by people who actually worked with the listed businesses. We don't write them or curate them for sentiment. Read a few, look for patterns, and weight recent ones more heavily.