Global Retirement Partners LLC

Global Retirement Partners LLC (CRD# 172011) is a financial advisory firm headquartered in San Rafael, CA. They manage $18,102,353,489 in 3,121 accounts and serve the financial needs of clients across 45 states (or territories).

By the Numbers
  • Total Assets Under Management
    18,102
    MILLION
  • Total Number of Accounts
    3,121
    ACCOUNTS
  • Average Account Value
    $5,800,177
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Global Retirement Partners LLC
Showing 1 - 10 of 98 top financial advisors.
1
Stephen M. Beyer
CRD#: 723481
6979 Se Lake Road, Portland, OR 97267
96
Wealthminder
score

Stephen Beyer (CRD# 723481) is an Investment Advisor Representative working at Global Retirement Partners LLC in Portland, OR and has over 31 years of experience in the finance industry. Stephen Beyer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Gina M. Cizek
CRD#: 2939767
4350 E Camelback Rd, Phoenix, AZ 85018
96
Wealthminder
score

Gina Cizek (CRD# 2939767) is an Investment Advisor Representative working at Global Retirement Partners LLC in Phoenix, AZ and has over 17 years of experience in the finance industry. Gina Cizek has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Thomas A. Curtin
CRD#: 4567464
17 Mahaiwe Street, Suite 4, Great Barrington, MA 01230
96
Wealthminder
score

Thomas Curtin (CRD# 4567464) is an Investment Advisor Representative working at Global Retirement Partners LLC in Great Barrington, MA and has over 14 years of experience in the finance industry. Thomas Curtin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Steven W. Dorman
CRD#: 70549
1410 Spring Hill Road, Suite 425, Mclean, VA 22102
96
Wealthminder
score

Steven Dorman (CRD# 70549) is an Investment Advisor Representative working at Global Retirement Partners LLC in Mclean, VA and has over 33 years of experience in the finance industry.

5
Philip J. Fogli
CRD#: 4400588
10116 Valley Forge Circle, King Of Prussia, PA 19406
96
Wealthminder
score

Philip Fogli (CRD# 4400588) is an Investment Advisor Representative working at Global Retirement Partners LLC in King Of Prussia, PA and has over 15 years of experience in the finance industry. Philip Fogli has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
John D. Gentry
CRD#: 1907169
5 Possum Hollow Lane, Natick, MA 01760
96
Wealthminder
score

John Gentry (CRD# 1907169) is an Investment Advisor Representative working at Global Retirement Partners LLC in Natick, MA and has over 27 years of experience in the finance industry. John Gentry has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Jeffrey D. Hamblen
CRD#: 1101452
1410 Spring Hill Rd, Suite 425, Mclean, VA 22102
96
Wealthminder
score

Jeffrey Hamblen (CRD# 1101452) is an Investment Advisor Representative working at Global Retirement Partners LLC in Mclean, VA and has over 32 years of experience in the finance industry. Jeffrey Hamblen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Timothy A. Herb
CRD#: 2755315
1350 Carlback Ave, Walnut Creek, CA 94596
96
Wealthminder
score

Timothy Herb (CRD# 2755315) is an Investment Advisor Representative working at Global Retirement Partners LLC in Walnut Creek, CA and has over 20 years of experience in the finance industry. Timothy Herb has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Richard L. Hope
CRD#: 2053092
7120 Minsrel Way, Suite 206, Columbia, MD 21045
96
Wealthminder
score

Richard Hope (CRD# 2053092) is an Investment Advisor Representative working at Global Retirement Partners LLC in Columbia, MD and has over 22 years of experience in the finance industry.

10
Craig S. Korol
CRD#: 2554120
915 E. Waterview Drive, Andover, KS 67002
96
Wealthminder
score

Craig Korol (CRD# 2554120) is an Investment Advisor Representative working at Global Retirement Partners LLC in Andover, KS and has over 22 years of experience in the finance industry. Craig Korol has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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