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Find Retirement Advisors for Retirement Planning in Cupertino, California
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 you 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 registrations check. 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 Cupertino, California
Last Updated - April 18, 2024Cupertino has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 3 non-vetted advisors in your local area. These retirement advisors in Cupertino, California have an average of 26 years of experience.
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List of Qualified Retirement Planning Advisors in Cupertino, California
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
VERIFIEDKristie Cahill
CFP®, CEP®
Haven Wealth Management
Qualifications
CRD# 4439727
Firm CRD# 281213
Series 66
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDDavid Roggenkamp
ChFC®
Commonwealth Financial Network
Qualifications
CRD# 1934091
Firm CRD# 8032
Series 7, 63
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 3 Retirement Planning firms in Cupertino, California (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | SP ASSET MANAGEMENT LLC 20380 Town Center Lane, Ste 205 Cupertino, CA, 95014 | $1,069,388,736 | 663 | 3 | A Percentage of AUM |
| 2 | EVEREST MANAGEMENT CORP. 19925 Stevens Creek Boulevard, Suite 100 Cupertino, CA, 95014 | $160,150,453 | 305 | 2 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 3 | VIENNA ASSET MANAGEMENT LLC 20370 Town Center Lane, Suite 122 Cupertino, CA, 95014 | $137,575,430 | 98 | 2 | A Percentage of AUM, Hourly charges |
Information on Top Retirement Planning firms in Cupertino, California
QualificationsFirm CRD# 323369
Assets Under Management $1,069,388,736
No. Of Clients663
Clients Per Financial Advisor221
SP ASSET MANAGEMENT LLC is a financial advisory firm situated in Cupertino, California. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 663 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
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 142945
Assets Under Management $160,150,453
No. Of Clients305
Clients Per Financial Advisor153
EVEREST MANAGEMENT CORP. is a financial advisory firm situated in Cupertino, California. With a nearly $160M assets under management, the firm specializes in crafting personalized retirement planning solutions for 305 clients. The team consists of 2 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
- Portfolio Management for Individuals
- Selection of Other Advisors
QualificationsFirm CRD# 299725
Assets Under Management $137,575,430
No. Of Clients98
Clients Per Financial Advisor49
VIENNA ASSET MANAGEMENT LLC is a financial advisory firm situated in Cupertino, California. With a nearly $138M assets under management, the firm specializes in crafting personalized retirement planning solutions for 98 clients. The team consists of 2 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
- Portfolio Management for Individuals
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