Nfp Retirement Inc.

Nfp Retirement Inc. (CRD# 121254) is a financial advisory firm headquartered in Aliso Viejo, CA. They manage $78,717,910,074 in 3,797 accounts and serve the financial needs of clients across 34 states (or territories).

By the Numbers
  • Total Assets Under Management
    78,718
    MILLION
  • Total Number of Accounts
    3,797
    ACCOUNTS
  • Average Account Value
    $20,731,607
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
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.

AL, AZ, CA, CO, DC, FL, GA, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MT, NC, NE, NM, NY, OH, OR, PA, PR, SC, TN, TX, UT, VA, WI, WY

Financial Advisors at Nfp Retirement Inc.
Showing 21 - 30 of 109 top financial advisors.
21
Vincent J. Giovinazzo
CRD#: 1645246
120 Vantis Suite 400, Aliso Viejo, CA 92656

Vincent Giovinazzo (CRD# 1645246) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 35 years of experience in the finance industry.

22
Allan P. Glad
CRD#: 1236961
120 Vantis, Suite 400, Aliso Viejo, CA 92656

Allan Glad (CRD# 1236961) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 38 years of experience in the finance industry.

23
Justin Goldstein
CRD#: 5779980
10 Terrace Court, Suite # 103, Madison, WI 53718

Justin Goldstein (CRD# 5779980) is an Investment Advisor Representative working at Nfp Retirement Inc. in Madison, WI and has over 12 years of experience in the finance industry.

24
Julie A. Graham
CRD#: 2553948
Austin, TX

Julie Graham (CRD# 2553948) is an Investment Advisor Representative working at Nfp Retirement Inc. in Austin, TX and has over 27 years of experience in the finance industry.

25
Susann K. Haas
CRD#: 4303946
120 Vantis, Suite 400, Aliso Viejo, CA 92656

Susann Haas (CRD# 4303946) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 20 years of experience in the finance industry.

26
Amy S. Hanophy
CRD#: 2809916
120 Vantis, Suite 400, Aliso Viejo, CA 92656

Amy Hanophy (CRD# 2809916) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 25 years of experience in the finance industry.

27
Jamie A. Hayes
CRD#: 4475056
1060 Maitland Center Commons, Suite 360, Maitland, FL 32751

Jamie Hayes (CRD# 4475056) is an Investment Advisor Representative working at Nfp Retirement Inc. in Maitland, FL and has over 17 years of experience in the finance industry.

28
Barbara A. Healy
CRD#: 712443
Scottsdale, AZ

Barbara Healy (CRD# 712443) is an Investment Advisor Representative working at Nfp Retirement Inc. in Scottsdale, AZ and has over 41 years of experience in the finance industry. Barbara Healy 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.

29
David P. Heroux
CRD#: 4746171
120 Vantis, Suite 400, Aliso Viejo, CA 92656

David Heroux (CRD# 4746171) is an Investment Advisor Representative working at Nfp Retirement Inc. in Aliso Viejo, CA and has over 18 years of experience in the finance industry.

30
Richard L. Holland
CRD#: 1624264
Suwanee, GA

Richard Holland (CRD# 1624264) is an Investment Advisor Representative working at Nfp Retirement Inc. in Suwanee, GA and has over 35 years of experience in the finance industry.

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