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Find Retirement Advisors for Retirement Planning in Los Gatos, 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 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 Los Gatos, California

Last Updated - February 4, 2025

Los Gatos has 5 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 Los Gatos, California have an average of 23 years of experience.

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List of Qualified Retirement Planning Advisors in Los Gatos, California

advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor
vector.svg VERIFIED

Hetal Saki
CFP®
AMC Wealth

Qualifications
CRD# 5403110
Firm CRD# 308157
Series 7 SIE

Minimum Assets Required
$0

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

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advisor

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

Minimum Assets Required
Not Specified

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

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advisor
vector.svg VERIFIED

David 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

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
720 University Avenue, Suite 200
Los Gatos, CA, 95032-7606
$16,571,837,0642934
Hourly charges, Performance Based
2
16450 Los Gatos Boulevard, Suite 207,
Los Gatos, CA, 95032
$3,844,685,816152225
A Percentage of AUM, Fixed Fees, Performance Based
3
459 Monterey Avenue, Suite 100
Los Gatos, CA, 95030
$424,110,455186714
A Percentage of AUM, Fixed Fees, Commission Based, Other (REFERRAL FEES)
4
16185 Los Gatos Blvd, Suite 205
Los Gatos, CA, 95032
$339,409,1255053
Hourly charges, Fixed Fees
5
300 E. Main Street,
Los Gatos, CA, 95030
$175,352,0253242
A Percentage of AUM
6
475 Alberto Way, Suite 210
Los Gatos, CA, 95032
$127,649,0783554
A Percentage of AUM, Hourly charges, Fixed Fees
7
15466 Los Gatos Blvd., Suite 213
Los Gatos, CA, 95032
$118,226,3721677
A Percentage of AUM, Performance Based
8
987 University Avenue, Suite 8
Los Gatos, CA, 95032
$111,952,1272511
A Percentage of AUM, Hourly charges, Fixed Fees
9
2 North Santa Cruz Ave, Suite 201
Los Gatos, CA, 95030
$107,927,290142
A Percentage of AUM, Performance Based, Other (PORTFOLIO MONITORING FEES)
10
459 Monterey Avenue, Suite 100
Los Gatos, CA, 95030
$0014
A Percentage of AUM, Fixed Fees, Other (REFERRAL FEES)

Information on Top Retirement Planning firms in Los Gatos, California

QualificationsFirm CRD# 159641

Assets Under Management $16,571,837,064

No. Of Clients29

Clients Per Financial Advisor1

COMPREHENSIVE FINANCIAL MANAGEMENT LLC is a financial advisory firm situated in Los Gatos, California. With a nearly $17B assets under management, the firm specializes in crafting personalized retirement planning solutions for 29 clients. The team consists of 34 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • Hourly charges
  • Performance Based

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Selection of Other Advisors
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QualificationsFirm CRD# 105508

Assets Under Management $3,844,685,816

No. Of Clients1522

Clients Per Financial Advisor61

SCHARF INVESTMENTS, LLC is a financial advisory firm situated in Los Gatos, California. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1522 clients. The team consists of 25 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for Business
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QualificationsFirm CRD# 111436

Assets Under Management $424,110,455

No. Of Clients1867

Clients Per Financial Advisor133

LEGACY CAPITAL GROUP CALIFORNIA, INC. is a financial advisory firm situated in Los Gatos, California. With a nearly $424M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1867 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
  • Fixed Fees
  • Commission Based
  • Other (REFERRAL FEES)

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Pension Consulting Services
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
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QualificationsFirm CRD# 288098

Assets Under Management $339,409,125

No. Of Clients505

Clients Per Financial Advisor168

LIBRA WEALTH LLC is a financial advisory firm situated in Los Gatos, California. With a nearly $339M assets under management, the firm specializes in crafting personalized retirement planning solutions for 505 clients. The team consists of 3 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
  • Portfolio Management for Individuals
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QualificationsFirm CRD# 170346

Assets Under Management $175,352,025

No. Of Clients324

Clients Per Financial Advisor162

RICE FINANCIAL CONSULTING, INC. is a financial advisory firm situated in Los Gatos, California. With a nearly $175M assets under management, the firm specializes in crafting personalized retirement planning solutions for 324 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

  • Selection of Other Advisors
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QualificationsFirm CRD# 133908

Assets Under Management $127,649,078

No. Of Clients355

Clients Per Financial Advisor89

PARKWORTH WEALTH MANAGEMENT, INC. is a financial advisory firm situated in Los Gatos, California. With a nearly $128M assets under management, the firm specializes in crafting personalized retirement planning solutions for 355 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
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Selection of Other Advisors
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QualificationsFirm CRD# 127337

Assets Under Management $118,226,372

No. Of Clients167

Clients Per Financial Advisor24

KANE INVESTMENT MANAGEMENT, INC. is a financial advisory firm situated in Los Gatos, California. With a nearly $118M assets under management, the firm specializes in crafting personalized retirement planning solutions for 167 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

  • Financial Planning
  • Portfolio Management for Individuals
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QualificationsFirm CRD# 115479

Assets Under Management $111,952,127

No. Of Clients251

Clients Per Financial Advisor251

ASL FINANCIAL, LLC is a financial advisory firm situated in Los Gatos, California. With a nearly $112M assets under management, the firm specializes in crafting personalized retirement planning solutions for 251 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
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
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QualificationsFirm CRD# 173288

Assets Under Management $107,927,290

No. Of Clients14

Clients Per Financial Advisor7

PARTNERSHIP CAPITAL GROWTH INVESTORS MANAGEMENT, LLC is a financial advisory firm situated in Los Gatos, California. With a nearly $108M assets under management, the firm specializes in crafting personalized retirement planning solutions for 14 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
  • Performance Based
  • Other (PORTFOLIO MONITORING FEES)

Financial Planning Services

  • Portfolio Management for pooled Investment
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QualificationsFirm CRD# 150801

Assets Under Management $0

No. Of Clients0

Clients Per Financial Advisor0

REACT INVESTMENT SOLUTIONS, LLC is a financial advisory firm situated in Los Gatos, California. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 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
  • Fixed Fees
  • Other (REFERRAL FEES)

Financial Planning Services

  • Selection of Other Advisors
View Full Profile

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