Top Pension Planning Experts 2025

My goal is to assist clients/investors in their quest for financial freedom and creating generational wealth through one on one consultation and an abundance of online tools to educate. For the past 6 years I have been a private pension plan consultant with Self Directed Retirement Plans working directly with my partner Rick Pendykoski (owner). Through the years I have travelled across the United States speaking to tens of thousands of people at a vast amount of REI and general investment groups. I have personally supported thousands of clients with self-directing their retirement accounts. As a result, they have achieved true investing freedom to invest in what they want, when they want with 100% checkbook control.

I'm passionate about helping families build generational wealth through strategic retirement planning. As a retirement income strategist, I specialize in self-directed retirement solutions that give people more control over their financial future. My approach is pretty straightforward - I believe everyone deserves access to the financial strategies that the wealthy have been using for generations. I focus on showing clients how to leverage their existing assets, whether that's an old 401(k), home equity, or other resources, to create multiple streams of retirement income. What really drives me is seeing families break free from traditional financial limitations. I love educating people about options they didn't even know existed, like self-directed 401(k)s and velocity banking strategies. It's amazing to watch someone's eyes light up when they realize they have more control over their financial destiny than they thought. I take pride in sitting on the same side of the table as my clients - their success is my success. Whether we're mapping out a debt elimination strategy or creating a retirement income plan, my goal is to empower people with the knowledge and tools they need to build lasting wealth.

My goal is to assist clients/investors in their quest for financial freedom and creating generational wealth through one on one consultation and an abundance of online tools to educate. For the past 6 years I have been a private pension plan consultant with Self Directed Retirement Plans working directly with my partner Rick Pendykoski (owner). Through the years I have travelled across the United States speaking to tens of thousands of people at a vast amount of REI and general investment groups. I have personally supported thousands of clients with self-directing their retirement accounts. As a result, they have achieved true investing freedom to invest in what they want, when they want with 100% checkbook control.

Kacper Rafalski proactive team leader with a knack for managing large projects, coordinating teams, and collaborating with multiple stakeholders to drive business objectives and key results. Dynamic and results-oriented digital marketing professional with over 10 years of experience in both B2B and B2C sectors. He has proven expertise in demand generation and digital data analytics, with a strong focus on creating, executing, and optimizing strategies for web and mobile projects.

Experienced digital marketer specializing in the strategic and technical aspects of web analytics, social media analytics, and SEM.

Filip is a CERTIFIED FINANCIAL PLANNER™ with almost two decades of financial services experience. He started his career in the retail banking environment - first as a bank teller in high school before moving on to a banker role at JP Morgan Chase after graduating college. In this capacity, Filip educated and assisted a diverse mix of personal and business clients with core financial needs including banking, investments and lending. After, he transitioned to UBS and developed a strong foundation around investment research early on and comprehensive planning later, acquiring his CFP® in 2017. With this base, Filip then moved to TIAA to work with mostly late career accumulators, pre-retirees and retirees. This is where his passion for holistic planning really took off and led him to Facet, where he was able to apply his experience and knowledge to everyone at different stages of life. Additionally, he became an expert in strategizing around niche components of planning like equity compensation, employee benefits and more. Fast forward to the current day, Filip owns and operates Benzina (an independent RIA) where he can focus his diverse skill set, perfectionist nature and all resources on creating a high quality, detailed financial plan for mid-career professionals. Growing up in New York, Filip now considers the Gulf Coast of Florida his home base alongside his wife, Stephanie and their cat, Olivia (who really runs the household). Their values include spending time with family (even if it means a quick turnaround flight to NY), traveling to gain exposure to different cultures around the world, and staying active (with hiking and skiing at the top of the list). Daily free time is occupied with reading, listening to a podcast, hitting the gym or going on a long drive together.

Alan Andrews is a Web Marketing Consultant at KIS Finance with a strong background in finance and a sharp focus on SEO. After 30 years in the finance sector – specialising in large bridging loans and development finance – he turned his attention to digital strategy, using his technical skills to drive online visibility and lead generation. Alan manages KIS Finance’s SEO and content performance, continuously refining the site’s structure and organic rankings. When he’s not testing site architecture or decoding Google updates, he’s sharpening his Krav Maga skills or enjoying coastal walks.

I am a U.S.-focused finance professional with over 10 years of experience in investment analysis, personal finance strategy, and accounting. I founded FinanceIdeas.org, where I publish real-world guides that help individuals and families solve complex financial problems; from retirement anxiety to market panic. My background blends academia, corporate finance, and consulting. I have served as a lecturer in accounting and as a financial analyst supporting strategic decisions in the investment sector. Today, I share my research-backed financial strategies in global media outlets and academic platforms like SSRN and ResearchGate. I specialize in topics such as investment psychology, risk-adjusted portfolio strategies, crypto investing, and behavior-driven financial planning. My goal is to translate timeless financial wisdom into actionable steps anyone can use to build long-term wealth. Need expert insights on crypto, investing, Accounting or financial panic-proofing? Contact me via FinanceIdeas.org or just e-mail me directly at kumartaposbanarjee@gmail.com

With a blend of business acumen and certified financial coaching, my role as Founder at Personal Financial Strategy centers on guiding individuals to financial empowerment. Leveraging years of expertise in debt resolution and new business development, I consistently deliver tailored solutions that resonate with the needs of working families.My specialty is: effectively using resources to alleviate financial stress. My "School of Hard Knocks" lessons learned, combined with a strategic approach to personal finance management, have enabled me to significantly impact lives by streamlining processes and improving financial well-being.

I lead the team at LeverageRx. We're a technology-focused personal insurance company focused on helping medical professionals nationwide win with their finances. We currently insure thousands of doctors and their families with disability insurance, life insurance and home & auto insurance. LeverageRx Insurance Services is a nationwide brokerage offering disability, life, home, auto and umbrella insurance to medical professionals. We also support financial planners and advisors with insurance planning for their medical clients.

Jeffrey Barnett is a fiduciary financial advisor with over 30 years of experience, specializing in growing wealth, tax optimization, and retirement security. Jeffrey created and manages Fintegrity , an independent, fee-only, fiduciary Registered Investment Adviser (RIA) to serve clients who reside in the United States. At Fintegrity , we create unique solutions for each client investing more than $1 million. Our personalized approach ensures precision and care toward meeting your financial aspirations.Call Jeffrey at (201) 266-6829 or email Jeff@Fintegrity.com for a complimentary consultation. Let us help you secure your financial future.

My formal education includes an MBA at Arizona State University's W.P. Carey School of Business, a bachelor degree in Finance from the Ohio State University, and I'm a graduate of the Defense Language Institute in Monterey, California. I currently hold active CERTIFIED FINANCIAL PLANNER (TM) practitioner, Chartered Life Underwriter , and Chartered Financial Consultant designations. The alphabet soup of designations was garnered through accredited advanced education programs at the American College, College for Financial Planning, Cannon Financial Institute. I served for seven years as a non-commissioned officer in the Army Reserve. I served as a Psychological Operations team chief (Airborne), including one year deployment in Iraq from April 2003-March 2004. Awards include: Bronze Star Medal, Purple Heart, Army Commendation Medal, and Combat Action Badge.

With 30+ years of experience in tax and accounting, Artur leads Tax Window’s accounting team. Artur is an astute Certified Public Accountant with over 30 years’ experience working as a trusted advisor to 4000+ individual and small business clients.

Most people spend decades working hard, saving diligently, and trusting that their retirement funds will be enough .... only to find themselves uncertain about taxes, market volatility, and whether their money will last. My mission is to eliminate that uncertainty.As a Wealth Strategist & Retirement Income Specialist, I help individuals, families, and business owners create financial security by leveraging strategies that provide consistent, reliable growth, financial protection, and tax-free income—without the risks of traditional investing.I work closely with federal employees, pre-retirees, and business owners to ensure their savings are not only protected but positioned for long-term, predictable growth. By utilizing safe, tax-advantaged strategies, my clients achieve:* 5-7% average annual returns—without exposure to market downturns* Tax-free income in retirement, so they keep more of what they earn* Guaranteed financial protection for themselves and their familiesBeyond retirement, I also specialize in helping clients build and access their wealth efficiently using financial tools that allow them to grow money safely while maintaining liquidity and control.My approach is education-first—because when you understand how money truly works, you gain the power to make smarter financial decisions. That’s why I created The Wealth Akademy, a platform dedicated to teaching financial literacy, wealth-building strategies, and how to achieve true financial freedom.If you're looking for a way to protect, grow, and maximize your wealth (without market risks or excessive taxes) let’s connect.Message me to start the conversation