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Kaiser Workshop

Request a Free Financial Consultation for Kaiser Permanente Employees

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Schedule a  free consultation with one of our Kaiser Permanente-specialized advisors. Consider this an opportunity to ask your most pressing financial and retirement planning questions - with the convenience of doing so whenever your schedule allows. 

What can you expect? 

  • Direct answers to your questions on investing, saving, retirement, taxes, Social Security, and more 
  • Refreshingly clear advice from a financial advisor who understands the complexities of your pension and 401(k) plan
  • Guidance on maximizing your Kaiser Permanente benefits and transitioning into retirement

Why Work With Allworth

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We have more than a decade of experience personally guiding Kaiser Permanente employees to and through retirement.

When you’re preparing to retire from Kaiser Permanente, it’s not like retirement from other business sectors or healthcare companies. We understand that when it comes to your pension and 401(k) savings plans, your situation is unique, and your plan is complex. This requires specialized knowledge and expertise to help you navigate your retirement.

Since 1993, Allworth Financial has helped thousands of clients set their retirement goals and thousands more make the transition into and through retirement.

Why Work With Allworth

How the Financial Consultation Process Works

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Schedule a Meeting

Use the form above to request a financial consultation with a Kaiser Permanente-specialized advisor. We’ll schedule a free phone, virtual, or in-person consultation with your advisor when your schedule allows.

Schedule a Meeting

Have a Conversation

You will have the opportunity to ask your most pressing financial or retirement questions and discuss your unique situation – with the comfort of doing so without any obligation. After your initial conversation, you will receive “next step” recommendations designed to help you achieve your financial goals.

Have a Conversation

Decide if You Want to Work With Us

After reviewing the guidance provided, you’ll determine if you’d like to work with us.

Decide if You Want to Work With Us
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Schedule a Conversation

Best in Class Advisors

NBRI3

Top 100 RIA Firm

Barron's1

30 Years in Business

19,000+ Clients

4th Fastest Growing RIA

FA Magazine2

$14 Billion

Assets Under Management4

9th in AUM Growth

RIA Channel7

Best Places to Work

InvestmentNews5

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As Seen In

The New York Times
Wall Street Journal
Forbes
CNBC

Our Mission

At Allworth, we deliver uncompromised financial and investment guidance so people can live rich and meaningful lives.

© 1993-2024, Allworth Financial. All rights reserved.

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Securities offered through AW Securities, a Registered Broker/Dealer, member FINRA/SIPC. Check the background of this firm on FINRA's BrokerCheck.

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1 Barron’s 2020 Top 100 RIA Firms. Scott Hanson (2011, 2012, 2013, 2014, 2015 & 2016) and Pat McClain (2012, 2013, 2014, 2015 & 2016). Barron's© magazine is a trademark of Dow Jones L.P. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices. 

2 Retention Rate Source: Allworth Internal Data, FY 2022

3 The NBRI Circle of Excellence Award is bestowed upon NBRI clients meeting one or both of the following criteria: Total Company score at or above the 75th percentile of the NBRI ClearPath Benchmarking Database and/or improvement of five (5) or more benchmarking percentiles in Total Company score over the previous survey. 

4 As of 1/2024, Allworth Financial, an SEC registered investment adviser and AW Securities, a registered broker/dealer have approximately $19 billion in total assets under management and administration. 

5 InvestmentNews 2020 and 2021 Best Places to Work for Financial Advisers. The ranking reflects survey responses and scores completed by both employers and employees. Employers report their organization’s workplace policies, practices, and demographics. Employees complete a survey designed to measure the employee experience. 

6  2021 Value of an Advisor Study / Russel Investments

7 Ranked 9th Top Wealth Managers By Growth in Assets in the U.S. from RIA Channel, 2022. RIA Database and RIA Channel are registered trademarks owned by Labworks, LLC.

✢ Scott Hanson, Investment Advisor 2005, 25 most influential people in the financial services industry. The ranking reflects 25 people who Investment Advisor magazine believes have had or will have the greatest influence on the financial services industry.

✼Pat McClain, InvestmentNews 2014, Invest in Others Community Service Award, presented to an advisor who has made an outstanding impact on a community through managerial contributions to a non-profit organization.

†Financial Times, FT 300 Top Registered Investment Advisers, June 2019. The ranking reflects six areas of consideration including the company's years in existence, industry certifications of key employees, AUM, asset growth, SEC compliance record and online accessibility and calculates a numeric score for each company. 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.