Directory of Professional Retirement Planners

National Coverage
Local Professionals

Home > Retirement Planners > california > greenbrae

Compare 2-3 financial advisors near you
matched to your specific needs

Free match service |
No obligation to hire

Personalized advice for Portfolio
Size of 100K and above

FINRA/SEC Registered Advisors

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

Last Updated - April 2, 2026

Greenbrae has 7 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 4 non-vetted advisors in your local area. These retirement advisors in Greenbrae, California have an average of 29 years of experience.

I want to start planning.
HELP ME FIND MY PLANNER

List of Qualified Retirement Planning Advisors in Greenbrae, California

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

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

David 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

Address

1990 N California Blvd, 8th floor,
Suite #867,
Walnut Creek, CA 94596 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, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Hourly, Commissions, 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

John Cordeiro
Vintage Wealth Advisors

Qualifications
CRD# 2319931
Firm CRD# 151298
Series 7, 63, 65

Minimum Assets Required
Not Specified

Address

513 Lincoln Avenue,
Napa, CA 94558 See Details

Advisory Services:

Compensation/Fee

Fee-Based

Find An Advisor

Top 4 Retirement Planning firms in Greenbrae, California (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	300 Drakes Landing Road, Suite 210 Greenbrae, CA, 94904	$5,304,768,845	3568	20	A percentage of AUM
2	300 Drakes Landing Road, Suite 290 Greenbrae, CA, 94904	$2,156,663,460	4	9	A percentage of AUM, Other (PERFORMANCE-BASED ALLOCATION)
3	300 Drake'S Landing Road, Suite 250 Greenbrae, CA, 94904-2498	$1,754,940,256	662	16	A percentage of AUM, Fixed fees
4	300b Drakes Landing Road, Suite 190 Greenbrae, CA, 94904	$809,895,992	424	4	A percentage of AUM

Information on Top Retirement Planning firms in Greenbrae, California

KCM INVESTMENT ADVISORS

Find an Advisor

QualificationsFirm CRD# 109629

Assets Under Management $5,304,768,845

No. Of Clients3568

Clients Per Financial Advisor178

KCM INVESTMENT ADVISORS is a financial advisory firm situated in Greenbrae, California. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3568 clients. The team consists of 20 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

View Full Profile

DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP

Find an Advisor

QualificationsFirm CRD# 311926

Assets Under Management $2,156,663,460

No. Of Clients4

Clients Per Financial Advisor0

DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP is a financial advisory firm situated in Greenbrae, California. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 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
Other (PERFORMANCE-BASED ALLOCATION)

Financial Planning Services

Portfolio management for pooled investment vehicles

View Full Profile

FAIRVIEW CAPITAL

Find an Advisor

QualificationsFirm CRD# 108102

Assets Under Management $1,754,940,256

No. Of Clients662

Clients Per Financial Advisor41

FAIRVIEW CAPITAL is a financial advisory firm situated in Greenbrae, California. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 662 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
Fixed fees

Financial Planning Services

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

View Full Profile

SLOW CAPITAL, INC.

Find an Advisor

QualificationsFirm CRD# 286688

Assets Under Management $809,895,992

No. Of Clients424

Clients Per Financial Advisor106

SLOW CAPITAL, INC. is a financial advisory firm situated in Greenbrae, California. With a nearly $810M assets under management, the firm specializes in crafting personalized retirement planning solutions for 424 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

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Other (SUB-ADVISORY SERVICES TO REGISTERED INVESTMENT ADVISERS)

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?

Get Matched With Planners

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.