Global Retirement Partners LLC

Global Retirement Partners LLC (CRD# 172011) is a financial advisory firm headquartered in San Rafael, CA. They manage $107,120,212,323 in 19,922 accounts and serve the financial needs of clients across 49 states (or territories).

By the Numbers
  • Total Assets Under Management
    107,120
    MILLION
  • Total Number of Accounts
    19,922
    ACCOUNTS
  • Average Account Value
    $5,376,981
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, 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

Financial Advisors at Global Retirement Partners LLC
Showing 1 - 10 of 353 top financial advisors.
1
David J. Medina
CRD#: 6424586
4340 Redwood Highway, Suite B-60, San Rafael, CA 94903

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.

2
James E. Adams
CRD#: 2318370
303 Fifth Ave., Suite 703, New York, NY 10016

James Adams (CRD# 2318370) is an Investment Advisor Representative working at Global Retirement Partners LLC in New York, NY and has over 5 years of experience in the finance industry.

3
Noel Adams
CRD#: 4951603
3221 Collinsworth Street, Fort Worth, TX 76107

Noel Adams (CRD# 4951603) is an Investment Advisor Representative working at Global Retirement Partners LLC in Fort Worth, TX and has over 17 years of experience in the finance industry.

4
Daniel Alcala
CRD#: 4690096
4340 Redwood Highway, Suite B-60, San Rafael, CA 94903

Daniel Alcala (CRD# 4690096) 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.

5
Daren D. Alcantar
CRD#: 5527219
4340 Redwood Highway, Suite B-60, San Rafael, CA 94903

Daren Alcantar (CRD# 5527219) 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.

6
Gregg H. Andonian
CRD#: 2306470
101 Federal St, Suite 1900, Boston, MA 02110

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.

7
Richard M. Annunziata
CRD#: 5875754
4340 Redwood Highway, Suite B-60, San Rafael, CA 94903

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.

8
Sarah L. Anthofer
CRD#: 4420604
4200 University Ave., Suite 200, West Des Moines, IA 50036

Sarah Anthofer (CRD# 4420604) is an Investment Advisor Representative working at Global Retirement Partners LLC in West Des Moines, IA and has over 8 years of experience in the finance industry.

9
Grant R. Argall
CRD#: 4633754
480 Pilgrim Way, Suite 1230, Green Bay, WI 54304

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.

10
Kelly L. Ausburn
CRD#: 5857571
4340 Redwood Highway, Suite B-60, San Rafael, CA 94903

Kelly Ausburn (CRD# 5857571) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 12 years of experience in the finance industry. Kelly Ausburn 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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