Social Security & IRMAA Medicare Advisors in California

California residents planning for retirement can connect with 49 professionals who hold the National Social Security Advisor (NSSA®) or IRMAA Certified Planner (IRMAACP™) certification. These advisors specialize in Social Security claiming strategies, Medicare enrollment, and IRMAA surcharge planning for clients in Roseville, Oxnard, San Diego, San Marcos, Carlsbad, and Sonoma, and communities across California.

Whether you need help deciding when to claim Social Security benefits, coordinating spousal and survivor strategies, or managing Medicare premiums and income-related adjustments, the certified California advisors below can guide your retirement income planning. Browse the directory and connect directly with a professional near you.

49 Advisors in California

Alex Kholodenko

Retirement Risk & Income Strategist, Golden Oak Legacy

Redwood City, CA

Alina Sohng

Wealth Advisor, Adero Partners

Palo Alto, CA

Brett Gottlieb

CEO, Comprehensive Advisor LLC

Carlsbad, CA

Camille Butterfield

Wealth Advisor, CFO, Monolith Financial Group, INC

Roseville, CA

NSSA®IRMAACP™

Chris Abrams

Fiduciary Financial Advisor, Abrams Insurance Solutions

San Diego, CA

Chris Sipes

Financial Advisor, Sonoma Wealth Advisors

Sonoma, CA

Daniela DeLuca

NSSA Certified, Medicare

Napa, CA

David Shilling

Investment Advisor Representative, Altitude Capital, Shilling Financial

Seal Beach, CA

David Yankaskas

Founder/President, Yankaskas Financial Insurance Services

Poway, CA

Deric Millis

Associate Wealth Advisor, Yuma & Imperial Valley Wealth Management

El Centro, CA

Emanuel Avina

President, Avina Financial Group, Inc.

Bellflower, CA

Emmanuel Obel

Financial Advisor, CEO, Obel Financial Advisors Emmanuel obel

San Mateo, CA

Enrique Francia

Medicare Broker, Jack Schroeder and Associates LLC

San Marcos, CA

Frank Vivas

Sales Training Director, SCAN Health Plan

Long Beach, CA

Gregory Smith

Compliance Specialist, Mission Wealth

Santa Barbara, CA

NSSA®IRMAACP™

Hongbing Yu

BROKER, AGA

Anaheim, CA

NSSA®IRMAACP™

Ilkay Sepulveda

Retirement Specialist, Your Financial Genie

Aliso Viejo, CA

Jack Nssa(r),

Wealth Preservation Strategist, Premier Wealth Advisors, Inc.

Woodland Hills, CA

Jay Mehta

Chief Executive, Veraz Advisors

San Ramon, CA

Jeffrey Guiltinan

Financial Advisor, All American Advisors

Grover Beach, CA

Joel Boyce

CEO, President of EPIC Wealth Partners, EPIC Wealth Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC

Westlake Village, CA

John Rosales

Owner Advisor, Harvest Wealth Financial

Dublin, CA

John Weyhgandt

CEO, Western States Financial

CA

Justin Warren

CFP, VP of Financial Planning, Pillar Financial Group

Fresno, CA

Kalani Vale

Chapter President, Signal Advisors

Los Alamitos, CA

Kay Russell

Founder / CEO, Kay Russell and Associates Insurance and Financial Services, LLC

Riverside, CA

Leah Bergman

Insurance Broker, Easy Day Insurance Services

Brea, CA

Lee Superville

Regional Vice President, TruStage Investment | Financial Services

San Diego, CA

Lonnie Hood

Retirement Architec, Robin Hood Financial

Citrus Heights, CA

NSSA®IRMAACP™

Marcos Lemus

Financial Advisor, Bulman Wealth Group

Roseville, CA

Mark Miletello

CEO, Farm & Ranch Agency, Inc.

San Marcos, CA

Michael Kettering

Regional Vice President, Protective

El Dorado Hills, CA

Michele Holton

Managing Partner, WealthFolio Advisors LLC

Sonoma, CA

Michelle Novielli

Planning Analyst, Mason Street Wealth Management

Fresno, CA

Nancy Gahn

Owner, Silver Summit Financial

Huntington Beach, CA

Nick Seifert

Financial Planner, Gateway Financial Planning Group

CA

Patricia Gudino

Retirement Income Advisor, RyBeck Financial & Insurance Solutions

Manteca, CA

Quinton Mcdermott

Wealth Advisor, Destination Wealth Management

Walnut Creek, CA

Sam Payne

Investment Advisor and Business Consultant, Payson Financial

Temecula, CA

Stacy Sponseller

Regional Vice President, Nationwide Financial

Carlsbad, CA

Steven McCormick

Retirement Advisor, McCormick Capital

Simi Valley, CA

NSSA®IRMAACP™

Taranvir Pannu

Financial Advisor, Bulman Wealth Group

Roseville, CA

Taylor Standke

Sr. Training Specialist, SCAN Health Plan

Long Beach, CA

Tom Tyo

Managing Director Tax Strategy Consultant, Strategic Path Financial Group, LLC

Oxnard, CA

Tonya White

Principal & Financial Advisor, Harmony Financial Solutions

Concord, CA

Wes Obana

Advance Planning Specialist, YRS Advisors

Oxnard, CA

Wes Obana

Advanced Planning Specialist, YRS Advisors

Oxnard, CA

NSSA®IRMAACP™

Youngdon Lee

Senior Vice President, Allmerits Healthcare, ALLMERITS HEALTHCARE

LOS ANGELES, CA

Yvonne Mathews

VP, Gardner Brown Associates

Newport Beach, CA

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