Recognized Retirement Planning Leaders 2025

I’m a FINMA-licensed financial advisor based in Switzerland, specializing in retirement and pension planning for individuals and companies. Through Invexa, I help clients build clear, sustainable long-term financial strategies that integrate both investment and insurance components. My approach combines personalized wealth planning with regulated insurance brokerage services to deliver practical, compliant, and goal-oriented solutions for every stage of life.

I’m Jeremy Keil, CFP®, CFA®, a retirement financial advisor, and author of Retire Today: Create Your Retirement Master Plan in 5 Simple Steps. Known as Mr. Retirement on YouTube (https://www.youtube.com/@mrretirement), I show retirees how to make great retirement decisions with math-based financial planning, not myth-based financial planning. Got questions on Retirement, Social Security, Tax Planning, Longevity, Retiree Healthcare, Investments or Interest Rates? I explain complex financial matters in a way your reader can understand. Check out my podcast, Retire Today, and by book, Retire Today. Talk soon! - Jeremy

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.

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.

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.

"My Aim is to Offer Educational Insights into Complex Financial Topics."As an entrepreneur and founder, I'm committed to enhancing financial literacy and independence among the UK's older population. My mission is to simplify and clarify personal finance information, particularly in the context of later-life planning.

Bert Hofhuis Is a Founder and Entrepreneur Who Helps People Take Control of Their Financial Future. By Simplifying the Complexities of Later-Life Planning, He Gives Individuals the Confidence and Clarity to Make Smarter Decisions About Retirement, Wealth, and Security.

I have a passion for helping individuals and families achieve financial freedom and success. This is achieved through a complete financial analysis that I call a “Your Financial EKG .”

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.

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

I'm a Certified Financial Planner® with over a decade of experience helping individuals and families build wealth and create financial freedom. In 2022, I made a major life change myself—leaving the U.S. to follow my dream of living in Portugal. That decision wasn't just about money, but about designing a life filled with freedom, purpose, and joy. Now, I specialize in helping high-achieving women do the same. I guide my clients in investing, managing their wealth, and aligning their money with their values—so they can step into the life they've always envisioned. Whether that means early retirement, financial independence, or a lifestyle abroad, my mission is to help you turn your financial success into a dream life you truly love.

Christine Parker, CFP®, APMA®, CRPC™, CSRIC® Wealth Advisor for Family Financial Caregivers | Founder, Parker Financial, LLC Christine Parker is a nationally recognized financial planner and thought leader at the intersection of family financial caregiving, women’s leadership, and financial planning. As founder of Parker Financial, LLC, a fee-only registered investment adviser, she empowers family financial caregivers and women leaders to make confident financial decisions that protect their careers, families, and long-term wealth. With expertise in behavioral finance, decision-making psychology, and financial coaching, Christine provides research-based insights into how caregiving responsibilities and workplace challenges shape financial security and well-being. She frequently speaks and writes on issues such as: -The hidden financial toll of caregiving on women leaders -Work-life balance, economic mobility, and career resilience -Financial decision-making under stress and uncertainty -Generational wealth transfer and fiduciary caregiving Christine’s perspective resonates with journalists covering personal finance, leadership, family caregiving, workplace equity, retirement, and behavioral economics. She combines data-driven analysis with practical strategies, making her a trusted source for media seeking clarity on the financial realities facing modern families.

I’m a fee-only financial advisor in Washington, D.C, and the founder of District Capital Management. I am deeply committed to helping professionals in their 30s and 40s retire by 55, through holistic financial planning and research-driven investing. Since 2013, I’ve empowered over 400 clients to take control of their financial futures, making personal finance approachable and less intimidating.

Jake Geiger has expertise in financial modeling, investment evaluation, and strategy. With a background working in family offices, private equity, and his own company, he has a proven track record of leading teams to assess international business opportunities and drive growth. Jake specializes in business valuation, financial analysis, and strategic development. He is available to provide expert insights on family offices, strategy/management, and alternative investments.

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.

Peter Reagan is a respected financial strategist at Birch Gold Group with more than 15 years of experience in the precious metals market. His market commentary has been featured in outlets including Newsmax, ZeroHedge, and GoBankingRates. At Birch Gold Group, he helps investors understand how gold and other precious metals can strengthen long-term financial security. His clear guidance and commitment to education have made him a trusted voice in an evolving economic landscape. Known for his practical approach and genuine commitment to investors’ success, Peter makes financial concepts feel accessible and empowering. He brings clarity to uncertainty, helping people make confident decisions about their future. Whether sharing insights in the media or supporting clients one-on-one, he remains focused on education, integrity, and building lasting trust with those he serves.