Global Retirement Partners LLC

Global Retirement Partners LLC (CRD# 172011) is a financial advisory firm headquartered in San Rafael, CA. They manage $26,371,304,419 in 4,693 accounts and serve the financial needs of clients across 47 states (or territories).

By the Numbers
  • Total Assets Under Management
    26,371
    MILLION
  • Total Number of Accounts
    4,693
    ACCOUNTS
  • Average Account Value
    $5,619,285
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, IA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, NC, 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 177 top financial advisors.
1
Gregg H. Andonian
CRD#: 2306470
101 Federal St, Suite 1900, Boston, MA 02110
96
Wealthminder
score

Gregg Andonian (CRD# 2306470) is an Investment Advisor Representative working at Global Retirement Partners LLC in Boston, MA and has over 25 years of experience in the finance industry. Gregg Andonian 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
Kristi K. Baker
CRD#: 2407456
900 E. 96th Street, Suite 325, Indianapolis, IN 46240
96
Wealthminder
score

Kristi Baker (CRD# 2407456) is an Investment Advisor Representative working at Global Retirement Partners LLC in Indianapolis, IN and has over 24 years of experience in the finance industry.

3
Tiffany M. Benigni
CRD#: 5966269
920 Fort Duquesne Blvd., Pittsburgh, PA 15222
96
Wealthminder
score

Tiffany Benigni (CRD# 5966269) is an Investment Advisor Representative working at Global Retirement Partners LLC in Pittsburgh, PA and has over 6 years of experience in the finance industry. Tiffany Benigni 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
David R. Bushnell
CRD#: 5576085
8660 Sheridan Drive, Williamsville, NY 14221
96
Wealthminder
score

David Bushnell (CRD# 5576085) is an Investment Advisor Representative working at Global Retirement Partners LLC in Williamsville, NY and has over 9 years of experience in the finance industry. David Bushnell 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.

5
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 19 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.

6
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 15 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.

7
David A. Dawson
CRD#: 1591956
4340 Redwood Highway, Suite B-60, San Rafael, CA 94903
96
Wealthminder
score

David Dawson (CRD# 1591956) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 17 years of experience in the finance industry.

8
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 35 years of experience in the finance industry.

9
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 16 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.

10
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 29 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.

1 2 3 4 5 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.