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Find Retirement Advisors for Retirement Planning in Campbell, 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 Campbell, California

Last Updated - April 25, 2025

Campbell has 6 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 7 non-vetted advisors in your local area. These retirement advisors in Campbell, California have an average of 23 years of experience.

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List of Qualified Retirement Planning Advisors in Campbell, California

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

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

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 7 Retirement Planning firms in Campbell, California (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	1999 S. Bascom Avenue, Suite 700 Campbell, CA, 95008	$1,034,210,069	22	15	A percentage of AUM, Performance Based
2	2105 S. Bascom Avenue, Suite 110 Campbell, CA, 95008	$672,931,878	255	9	A percentage of AUM, Hourly charges, Fixed fees
3	901 Campisi Way, Suite 140 Campbell, CA, 95008	$237,662,116	480	4	A percentage of AUM, Hourly charges
4	2105 South Bascom Ave, Suite 295 Campbell, CA, 95008	$182,673,115	651	6	A percentage of AUM, Hourly charges, Fixed fees
5	1999 South Bascom Ave, Suite 700 Campbell, CA, 95008	$135,000,000	150	6	Hourly charges, Fixed fees
6	51 East Campbell Avenue, Suite 140 Campbell, CA, 95008	$123,395,435	277	3	A percentage of AUM, Fixed fees
7	1901 S Bascom Avenue, Suite 1150 Campbell, CA, 95008	$91,572,146	121	3	A percentage of AUM, Hourly charges

Information on Top Retirement Planning firms in Campbell, California

FOUNDERS CIRCLE CAPITAL, LLC

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QualificationsFirm CRD# 166012

Assets Under Management $1,034,210,069

No. Of Clients22

Clients Per Financial Advisor1

FOUNDERS CIRCLE CAPITAL, LLC is a financial advisory firm situated in Campbell, California. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 22 clients. The team consists of 15 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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WADE FINANCIAL ADVISORY, INC.

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QualificationsFirm CRD# 108627

Assets Under Management $672,931,878

No. Of Clients255

Clients Per Financial Advisor28

WADE FINANCIAL ADVISORY, INC. is a financial advisory firm situated in Campbell, California. With a nearly $673M assets under management, the firm specializes in crafting personalized retirement planning solutions for 255 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

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MINE & ARAO WEALTH CREATION AND MANAGEMENT, LLC

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QualificationsFirm CRD# 118319

Assets Under Management $237,662,116

No. Of Clients480

Clients Per Financial Advisor120

MINE & ARAO WEALTH CREATION AND MANAGEMENT, LLC is a financial advisory firm situated in Campbell, California. With a nearly $238M assets under management, the firm specializes in crafting personalized retirement planning solutions for 480 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges

Financial Planning Services

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

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KAIZEN FINANCIAL STRATEGIES, LLC

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QualificationsFirm CRD# 298248

Assets Under Management $182,673,115

No. Of Clients651

Clients Per Financial Advisor109

KAIZEN FINANCIAL STRATEGIES, LLC is a financial advisory firm situated in Campbell, California. With a nearly $183M assets under management, the firm specializes in crafting personalized retirement planning solutions for 651 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

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SEEK FIRST INC.

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QualificationsFirm CRD# 312546

Assets Under Management $135,000,000

No. Of Clients150

Clients Per Financial Advisor25

SEEK FIRST INC. is a financial advisory firm situated in Campbell, California. With a nearly $135M assets under management, the firm specializes in crafting personalized retirement planning solutions for 150 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

Hourly charges
Fixed fees

Financial Planning Services

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

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PRUNEYARD FINANCIAL GROUP, INC.

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QualificationsFirm CRD# 117378

Assets Under Management $123,395,435

No. Of Clients277

Clients Per Financial Advisor92

PRUNEYARD FINANCIAL GROUP, INC. is a financial advisory firm situated in Campbell, California. With a nearly $123M assets under management, the firm specializes in crafting personalized retirement planning solutions for 277 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Fixed fees

Financial Planning Services

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

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ENTRUST INVESTMENT SERVICES, INC

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QualificationsFirm CRD# 324860

Assets Under Management $91,572,146

No. Of Clients121

Clients Per Financial Advisor40

ENTRUST INVESTMENT SERVICES, INC is a financial advisory firm situated in Campbell, California. With a nearly $92M assets under management, the firm specializes in crafting personalized retirement planning solutions for 121 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Education seminars/workshops
Other (QUALIFIED RETIREMENT PLANS INCLUDING 401K PLANS, 403B PLANS, AND PROFIT-SHARING PLANS)

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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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