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Find Retirement Advisors for Retirement Planning in Burlingame, California

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

Finding the Best Retirement Planners in Burlingame, California

Last Updated - May 8, 2025

Burlingame has 8 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 10 non-vetted advisors in your local area. These retirement advisors in Burlingame, California have an average of 23 years of experience.

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List of Qualified Retirement Planning Advisors in Burlingame, California

VERIFIED

Hans Reese
CFP^®, CRPC^®, AAMS^®
New Stage Investment Group^®

Qualifications
CRD# 4334724
Firm CRD# 6413
Series 7, 66

Minimum Assets Required
Not Specified

Address

1900 S Norfolk St, Ste 350,
San Mateo, CA 94403 See Details

Advisory Services:

Portfolio Management, Retirement Planning, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services

Compensation/Fee

Fee-Based, Hourly, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Hetal Saki
CFP^®
AMC Wealth

Qualifications
CRD# 5403110
Firm CRD# 308157
Series 7 SIE

Minimum Assets Required
$0

Address

Serving San Francisco-Oakland-San Jose,
Fremont, CA 94555 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management

Compensation/Fee

Fee-Only, Hourly, Based on Assets

Find An Advisor

VERIFIED

The Peregrine Private Client Group of Oppenheimer & Co. Inc.
CFP^®, CIMA^®, AIF^®

Qualifications
Firm CRD# 249
Series 7, 8, 63, 65, 66

Minimum Assets Required
Not Specified

Address

580 California St #2300,
San Francisco, CA 94104 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor

VERIFIED

Parker O'Sullivan
CRPS^®
Farther Finance, LLC

Qualifications
CRD# 5923601
Firm CRD# 302050
Series 7, 63, 65

Minimum Assets Required
$0

Address

600 Moraga Rd,
Moraga, CA 94556 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

David Roggenkamp
ChFC^®
Commonwealth Financial Network

Qualifications
CRD# 1934091
Firm CRD# 8032
Series 7, 63

Minimum Assets Required
Not Specified

Address

700 Larkspur Landing Circle, Suite 199,
Larkspur, CA 94939 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

3950 Civic Center Drive Suite 315,
San Rafael, CA 94903 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

Top 10 Retirement Planning firms in Burlingame, California (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	1412 Chapin Avenue, Burlingame, CA, 94010	$11,710,165,540	644684	7	A percentage of AUM
2	250 California Drive, Floor 4 Burlingame, CA, 94010	$7,662,773,930	57	24	A percentage of AUM, Performance Based
3	1201 Howard Avenue, Suite 101 Burlingame, CA, 94010	$3,243,921,904	15	16	A percentage of AUM, Performance Based
4	250 California Drive, Burlingame, CA, 94010	$1,341,323,809	7	18	A percentage of AUM, Performance Based
5	1201 Howard Avenue, 3rd Floor Burlingame, CA, 94010	$1,295,487,801	18	14	A percentage of AUM, Performance Based, Other (INVESTMENT-RELATED FEES)
6	1350 Bayshore Hwy, Ste 905 Burlingame, CA, 94010	$1,121,536,975	25	14	A percentage of AUM, Performance Based
7	301 California Drive #9, Burlingame, CA, 94010	$796,083,948	1713	12	A percentage of AUM
8	1229 Burlingame Avenue, Suite 201 Burlingame, CA, 94010	$662,066,251	1	5	A percentage of AUM, Performance Based
9	330 Primrose Rd., Suite 208 Burlingame, CA, 94010	$443,684,441	2	1	A percentage of AUM, Performance Based
10	1350 Bayshore Highway, Suite 920 Burlingame, CA, 94010	$172,139,553	10	7	A percentage of AUM, Performance Based

Information on Top Retirement Planning firms in Burlingame, California

GUIDELINE INVESTMENTS, LLC

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QualificationsFirm CRD# 281515

Assets Under Management $11,710,165,540

No. Of Clients644684

Clients Per Financial Advisor92098

GUIDELINE INVESTMENTS, LLC is a financial advisory firm situated in Burlingame, California. With a nearly $12B assets under management, the firm specializes in crafting personalized retirement planning solutions for 644684 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM

Financial Planning Services

Portfolio management for individuals and/or small businesses
Pesnsion consulting services

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ALTOS VENTURES MANAGEMENT, INC.

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QualificationsFirm CRD# 162777

Assets Under Management $7,662,773,930

No. Of Clients57

Clients Per Financial Advisor2

ALTOS VENTURES MANAGEMENT, INC. is a financial advisory firm situated in Burlingame, California. With a nearly $8B assets under management, the firm specializes in crafting personalized retirement planning solutions for 57 clients. The team consists of 24 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Performance Based

Financial Planning Services

Portfolio management for pooled investment vehicles

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NEWVIEW CAPITAL MANAGEMENT, LLC

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QualificationsFirm CRD# 298161

Assets Under Management $3,243,921,904

No. Of Clients15

Clients Per Financial Advisor1

NEWVIEW CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Burlingame, California. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 15 clients. The team consists of 16 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Performance Based

Financial Planning Services

Portfolio management for pooled investment vehicles

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ARC70 ADVISERS LP

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QualificationsFirm CRD# 288087

Assets Under Management $1,341,323,809

No. Of Clients7

Clients Per Financial Advisor0

ARC70 ADVISERS LP is a financial advisory firm situated in Burlingame, California. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 7 clients. The team consists of 18 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Performance Based

Financial Planning Services

Portfolio management for pooled investment vehicles

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VIRGO INVESTMENT GROUP LLC

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QualificationsFirm CRD# 157297

Assets Under Management $1,295,487,801

No. Of Clients18

Clients Per Financial Advisor1

VIRGO INVESTMENT GROUP LLC is a financial advisory firm situated in Burlingame, California. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 18 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Performance Based
Other (INVESTMENT-RELATED FEES)

Financial Planning Services

Portfolio management for pooled investment vehicles

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SENTINEL DOME PARTNERS, LLC

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QualificationsFirm CRD# 172019

Assets Under Management $1,121,536,975

No. Of Clients25

Clients Per Financial Advisor2

SENTINEL DOME PARTNERS, LLC is a financial advisory firm situated in Burlingame, California. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 25 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Performance Based

Financial Planning Services

Portfolio management for pooled investment vehicles

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OCCIDENTAL ASSET MANAGEMENT, LLC

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QualificationsFirm CRD# 168650

Assets Under Management $796,083,948

No. Of Clients1713

Clients Per Financial Advisor143

OCCIDENTAL ASSET MANAGEMENT, LLC is a financial advisory firm situated in Burlingame, California. With a nearly $796M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1713 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

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KEENAN CAPITAL, LLC

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QualificationsFirm CRD# 167390

Assets Under Management $662,066,251

No. Of Clients1

Clients Per Financial Advisor0

KEENAN CAPITAL, LLC is a financial advisory firm situated in Burlingame, California. With a nearly $662M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Performance Based

Financial Planning Services

Portfolio management for pooled investment vehicles

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GAVILAN INVESTMENT PARTNERS LLC

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QualificationsFirm CRD# 311134

Assets Under Management $443,684,441

No. Of Clients2

Clients Per Financial Advisor2

GAVILAN INVESTMENT PARTNERS LLC is a financial advisory firm situated in Burlingame, California. With a nearly $444M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Performance Based

Financial Planning Services

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

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GREE CAPITAL PARTNERS, LLC

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QualificationsFirm CRD# 301593

Assets Under Management $172,139,553

No. Of Clients10

Clients Per Financial Advisor1

GREE CAPITAL PARTNERS, LLC is a financial advisory firm situated in Burlingame, California. With a nearly $172M assets under management, the firm specializes in crafting personalized retirement planning solutions for 10 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Performance Based

Financial Planning Services

Portfolio management for pooled investment vehicles

View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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