Skip to content
      Utility worker looking intently across a work site, wearing a helmet and high-visibility vest

      Request a Free Financial Consultation for PG&E Employees

      blue line

      Schedule a  free consultation with one of our PG&E 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 company benefits and transitioning into retirement

      Why Work With Allworth

      blue line

      We have decades of experience personally guiding PG&E employees to and through retirement.

      When you’re preparing to retire from PG&E, it’s not like retirement from other business sectors or utility 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 PG&E employees set their retirement goals and thousands more make the transition into and through retirement.

      Why Work With Allworth

      How the Financial Consultation Process Works

      blue line

      Schedule a Meeting

      Use the form above to request a financial consultation with a PG&E 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
      {button_link={url={type=EXTERNAL, content_id=null, href=#schedule-a-conversation, href_with_scheme=#schedule-a-conversation}, open_in_new_tab=false, no_follow=false, sponsored=false, user_generated_content=false, rel=}, button_text=Schedule a Conversation, remove_hover_effect=false, select_button_theme=hs-sec-btn, select_button_type=std}
      btnId =
      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

      Allworth Financial is neither endorsed, affiliated with, nor retained by PG&E. IBEW does not recommend or sponsor any individuals or outside organization. The resource does not constitute an endorsement by PG&E of any entities, advertisers, products, or services therein, or of the political activities of any entities therein. PG&E is not responsible for and does not control or monitor the content of non-PG&E resources or the accuracy of the information given.

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

        Privacy Policy   |    Disclosures   |    Cookie Preferences   |    Do Not Sell or Share My Personal Information

         

        Advisory services offered through Allworth Financial, a Registered Investment Advisor | Disclosures | Privacy Policy

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

        HMRN Insurance Agency, LLC license #0D34087

        1Barron’s 2024 Top 100 RIA Firms. Barron's© magazine is a trademark of Dow Jones L.P. The ranking of independent advisory companies is based on assets managed by the firms, growth, technology spending, succession planning, and other metrics.

         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 7/1/2024, Allworth Financial, an SEC registered investment adviser and AW Securities, a registered broker/dealer have approximately $22.5 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.

        8 USA Today Best Financial Advisory Firms 2024. The ranking is based on the growth of the companies’ assets under management (AUM) over the short and long term and the number of recommendations they received from clients and peers.

        9 NBRI Best in Class Ethics 2023. The Best in Class level is bestowed upon clients performing at or above 90 percentile of the NBRI ClearPath Benchmarking Database.

        ✢ 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.