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Find Retirement Advisors for Retirement Planning in Danville, 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 Danville, California
Last Updated - April 18, 2024Danville has 12 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 6 non-vetted advisors in your local area. These retirement advisors in Danville, California have an average of 23 years of experience.
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List of Qualified Retirement Planning Advisors in Danville, California
VERIFIEDDavid Bobrowsky
CFP®, CLU®, Chartered SRI Counselor, ChFC®
Gateway Financial Advisors, Inc.
Qualifications
CRD# 4261724
Firm CRD# 39543
Series 7, 66
Minimum Assets Required
$500,000
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, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Hourly, Commissions, Based on Assets
VERIFIEDPaul Stanley
CPM, CFP®
Granite Bay Wealth Management LLC
Qualifications
CRD# 2753911
Firm CRD# 174765
Series 66
Minimum Assets Required
$100,000
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based, Hourly, Flat Fee, Based on Assets
VERIFIED Qualifications
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$25,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
VERIFIEDShad Roundy
Merrill Lynch
Qualifications
CRD# 6180525
Firm CRD# 7691
Series 7, 66
Minimum Assets Required
$500,000
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, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Based on Assets
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
Address
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
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
VERIFIEDJohn Cordeiro
Vintage Wealth Advisors
Qualifications
CRD# 2319931
Firm CRD# 151298
Series 6, 7, 63, 65
Minimum Assets Required
Not Specified
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities.
Compensation/Fee
Fee-Based
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 6 Retirement Planning firms in Danville, California (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | NORTHGATE CAPITAL, L.P. 649 San Ramon Valley Blvd, Danville, CA, 94526 | $4,818,928,720 | 65 | 40 | A Percentage of AUM, Performance Based |
| 2 | SUMMIT WEALTH AND RETIREMENT PARTNERS 55 Oak Ct, Suite 210, Danville, CA, 94526 | $642,042,879 | 887 | 11 | A Percentage of AUM, Fixed Fees |
| 3 | ANDREWS, LUCIA WEALTH MANAGEMENT LLC 939 Hartz Way, Suite 200 Danville, CA, 94526-3440 | $387,616,631 | 194 | 2 | A Percentage of AUM |
| 4 | FISHER & WIENS WEALTH MANAGEMENT, LLC 100 Railroad Avenue, Danville, CA, 94526 | $185,612,520 | 692 | 2 | A Percentage of AUM |
| 5 | BLUE INVESTMENT PARTNERS LLC 312 Railroad Avenue, Suite 201 Danville, CA, 94526 | $164,737,118 | 110 | 2 | A Percentage of AUM |
| 6 | ENCOMPASS MORE ASSET MANAGEMENT LLC 312 Railroad Ave., Suite 205, Danville, CA, 94526 | $113,344,175 | 1698 | 34 | A Percentage of AUM |
Information on Top Retirement Planning firms in Danville, California
QualificationsFirm CRD# 140214
Assets Under Management $4,818,928,720
No. Of Clients65
Clients Per Financial Advisor2
NORTHGATE CAPITAL, L.P. is a financial advisory firm situated in Danville, California. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 65 clients. The team consists of 40 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
QualificationsFirm CRD# 285972
Assets Under Management $642,042,879
No. Of Clients887
Clients Per Financial Advisor81
SUMMIT WEALTH AND RETIREMENT PARTNERS is a financial advisory firm situated in Danville, California. With a nearly $642M assets under management, the firm specializes in crafting personalized retirement planning solutions for 887 clients. The team consists of 11 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 130931
Assets Under Management $387,616,631
No. Of Clients194
Clients Per Financial Advisor97
ANDREWS, LUCIA WEALTH MANAGEMENT LLC is a financial advisory firm situated in Danville, California. With a nearly $388M assets under management, the firm specializes in crafting personalized retirement planning solutions for 194 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
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 286079
Assets Under Management $185,612,520
No. Of Clients692
Clients Per Financial Advisor346
FISHER & WIENS WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Danville, California. With a nearly $186M assets under management, the firm specializes in crafting personalized retirement planning solutions for 692 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
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 298444
Assets Under Management $164,737,118
No. Of Clients110
Clients Per Financial Advisor55
BLUE INVESTMENT PARTNERS LLC is a financial advisory firm situated in Danville, California. With a nearly $165M assets under management, the firm specializes in crafting personalized retirement planning solutions for 110 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
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
QualificationsFirm CRD# 322382
Assets Under Management $113,344,175
No. Of Clients1698
Clients Per Financial Advisor50
ENCOMPASS MORE ASSET MANAGEMENT LLC is a financial advisory firm situated in Danville, California. With a nearly $113M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1698 clients. The team consists of 34 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
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