Global Retirement Partners LLC
Global Retirement Partners LLC (CRD# 172011) is a financial advisory firm headquartered in San Rafael, CA. They manage $119,814,842,543 in 25,479 accounts and serve the financial needs of clients across 49 states (or territories).
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Total Assets Under Management119,815MILLION
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Total Number of Accounts25,479ACCOUNTS
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Average Account Value$4,702,494
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
Background: David believes in the liberating power of investing for the future, and its significance when striving for financial freedom. As a Financial Advisor, he pursues his two greatest passions: Personal financial planning, and helping others achieve their goals.
Principles: He applies the same diligence to his clients’ finances as he does for his own family. His financial advisory practice is guided by the following five principles: Stewardship, Wealth Management, Evidence-Based Investing, Continuous Learning & Financial Harmony.
Education: University of Southern California, MBA, Consortium for Graduate Study in Management Fellow. University of Southern California, BUAD, Beta Gamma Sigma, Magna Cum Laude.
Financial Planning: David collaborates to create a personalized financial plan, which provides a disciplined approach to his clients’ finances. This reduces the impact of predictions or emotions, which are often destructive to wealth.
James Adams (CRD# 2318370) is an Investment Advisor Representative working at Global Retirement Partners LLC in New York, NY and has over 6 years of experience in the finance industry.
Noel Adams (CRD# 4951603) is an Investment Advisor Representative working at Global Retirement Partners LLC in Fort Worth, TX and has over 18 years of experience in the finance industry.
Joseph Aiello (CRD# 1624046) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 36 years of experience in the finance industry.
Daniel Alcala (CRD# 4690096) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 18 years of experience in the finance industry.
Daren Alcantar (CRD# 5527219) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 9 years of experience in the finance industry.
Gregg Andonian (CRD# 2306470) is an Investment Advisor Representative working at Global Retirement Partners LLC in Boston, MA and has over 30 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.
Richard Annunziata (CRD# 5875754) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 8 years of experience in the finance industry.
Sarah Anthofer (CRD# 4420604) is an Investment Advisor Representative working at Global Retirement Partners LLC in West Des Moines, IA and has over 9 years of experience in the finance industry.
Grant Argall (CRD# 4633754) is an Investment Advisor Representative working at Global Retirement Partners LLC in Green Bay, WI and has over 15 years of experience in the finance industry.