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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 - April 25, 2025

Los Gatos has 6 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

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right

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 110
Los Gatos, CA, 95032-7606
$16,674,688,2573036
Hourly charges, Fixed fees, Performance Based
2

16450 Los Gatos Boulevard, Suite 207,
Los Gatos, CA, 95032
$4,540,586,379160323
A percentage of AUM, Fixed fees, Performance Based
3

16185 Los Gatos Blvd, Suite 205
Los Gatos, CA, 95032
$473,688,5686795
Hourly charges, Fixed fees
4

459 Monterey Avenue, Suite 100
Los Gatos, CA, 95030
$444,003,481167818
A percentage of AUM, Fixed fees, Commission Based, Other (REFERRAL FEES)
5

300 E. Main Street,
Los Gatos, CA, 95030
$206,109,3623373
A percentage of AUM
6

475 Alberto Way, Suite 210
Los Gatos, CA, 95032
$178,793,5374774
A percentage of AUM, Hourly charges, Fixed fees
7

987 University Avenue, Suite 8
Los Gatos, CA, 95032
$162,513,4433091
A percentage of AUM, Hourly charges, Fixed fees
8

15466 Los Gatos Blvd., Suite 213
Los Gatos, CA, 95032
$129,790,0223709
A percentage of AUM, Performance Based
9

10 Jackson Street, Suite 201
Los Gatos, CA, 95030
$113,062,083142
A percentage of AUM, Performance Based, Other (PORTFOLIO MONITORING FEES)
10

459 Monterey Avenue, Suite 100
Los Gatos, CA, 95030
$0018
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 $16,674,688,257

No. Of Clients30

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 30 clients. The team consists of 36 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • Hourly charges
  • Fixed fees
  • Performance Based

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
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QualificationsFirm CRD# 105508

Assets Under Management $4,540,586,379

No. Of Clients1603

Clients Per Financial Advisor70

SCHARF INVESTMENTS, LLC is a financial advisory firm situated in Los Gatos, California. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1603 clients. The team consists of 23 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 services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Other (MODEL RECOMMENDATIONS)
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QualificationsFirm CRD# 288098

Assets Under Management $473,688,568

No. Of Clients679

Clients Per Financial Advisor136

LIBRA WEALTH LLC is a financial advisory firm situated in Los Gatos, California. With a nearly $474M assets under management, the firm specializes in crafting personalized retirement planning solutions for 679 clients. The team consists of 5 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
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QualificationsFirm CRD# 111436

Assets Under Management $444,003,481

No. Of Clients1678

Clients Per Financial Advisor93

LEGACY CAPITAL GROUP CALIFORNIA, INC. is a financial advisory firm situated in Los Gatos, California. With a nearly $444M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1678 clients. The team consists of 18 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 services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Pesnsion consulting services
  • Selection for other advisors
  • Education seminars/workshops
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QualificationsFirm CRD# 170346

Assets Under Management $206,109,362

No. Of Clients337

Clients Per Financial Advisor112

RICE FINANCIAL CONSULTING, INC. is a financial advisory firm situated in Los Gatos, California. With a nearly $206M assets under management, the firm specializes in crafting personalized retirement planning solutions for 337 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

  • Selection for other advisors
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QualificationsFirm CRD# 133908

Assets Under Management $178,793,537

No. Of Clients477

Clients Per Financial Advisor119

PARKWORTH WEALTH MANAGEMENT, INC. is a financial advisory firm situated in Los Gatos, California. With a nearly $179M assets under management, the firm specializes in crafting personalized retirement planning solutions for 477 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 services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
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QualificationsFirm CRD# 115479

Assets Under Management $162,513,443

No. Of Clients309

Clients Per Financial Advisor309

ASL FINANCIAL, LLC is a financial advisory firm situated in Los Gatos, California. With a nearly $163M assets under management, the firm specializes in crafting personalized retirement planning solutions for 309 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 services
  • Portfolio management for individuals and/or small businesses
  • Other (CONSULTING)
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QualificationsFirm CRD# 127337

Assets Under Management $129,790,022

No. Of Clients370

Clients Per Financial Advisor41

KANE INVESTMENT MANAGEMENT, INC. is a financial advisory firm situated in Los Gatos, California. With a nearly $130M assets under management, the firm specializes in crafting personalized retirement planning solutions for 370 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
  • Performance Based

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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QualificationsFirm CRD# 173288

Assets Under Management $113,062,083

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 $113M 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 vehicles
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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 18 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 for other advisors
  • Other (BACK OFFICE ASSISTANCE AND REPORTING)
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