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Find Retirement Advisors for Retirement Planning in Mountain View, 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 Mountain View, California

Last Updated - April 25, 2025

Mountain View has 9 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 7 non-vetted advisors in your local area. These retirement advisors in Mountain View, California have an average of 25 years of experience.

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List of Qualified Retirement Planning Advisors in Mountain View, 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
vector.svg VERIFIED

Hans Reese
CFP®, CRPC®, AAMS®
New Stage Investment Group®

Qualifications
CRD# 4334724
Firm CRD# 6413
Series 7, 66

Minimum Assets Required
Not Specified

Advisory Services:

Portfolio Management, Retirement Planning, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services

Compensation/Fee

Fee-Based, Hourly, Flat Fee, Based on Assets

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advisor
vector.svg VERIFIED

Parker O'Sullivan
CRPS®
Farther Finance, LLC

Qualifications
CRD# 5923601
Firm CRD# 302050
Series 7, 63, 65

Minimum Assets Required
$0

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

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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
advisor
vector.svg VERIFIED

John Cordeiro
Vintage Wealth Advisors

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

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

Find An Advisor arrow-right

Top 7 Retirement Planning firms in Mountain View, California (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

800 West El Camino Real, Suite 201
Mountain View, CA, 94040
$1,778,292,712268823
A percentage of AUM, Hourly charges, Fixed fees
2

2665 Marine Way, Suite 1120,
Mountain View, CA, 94043
$601,013,912291
A percentage of AUM, Fixed fees
3

715 North Shoreline Blvd,
Mountain View, CA, 94043
$506,939,6402512
A percentage of AUM, Performance Based
4

2570 W. El Camino Real, Suite 680
Mountain View, CA, 94040
$147,063,8283592
A percentage of AUM
5

153 Castro Street, Suite 200
Mountain View, CA, 94041
$59,112,925201598
A percentage of AUM, Performance Based
6

855 Maude Ave,
Mountain View, CA, 94043
$001
Other (FEES FOR TESTIMONIALS/ENDORSEMENTS OF OTHER ADVISERS)
7

800 W El Camino Real, #180
Mountain View, CA, 94040
$002
A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Mountain View, California

QualificationsFirm CRD# 135373

Assets Under Management $1,778,292,712

No. Of Clients2688

Clients Per Financial Advisor117

WEALTH ARCHITECTS, LLC is a financial advisory firm situated in Mountain View, California. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2688 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
  • 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
  • Other (INVESTMENT CONSULTING)
View Full Profile

QualificationsFirm CRD# 112328

Assets Under Management $601,013,912

No. Of Clients29

Clients Per Financial Advisor29

INFANGER INVESTMENT TECHNOLOGY, LLC is a financial advisory firm situated in Mountain View, California. With a nearly $601M assets under management, the firm specializes in crafting personalized retirement planning solutions for 29 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
  • Fixed fees

Financial Planning Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Other (PORTFOLIO MANAGEMENT FOR OFF-SHORE INVESTMENT COMPANIES)
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QualificationsFirm CRD# 311620

Assets Under Management $506,939,640

No. Of Clients25

Clients Per Financial Advisor2

ZANBATO ADVISORS LLC is a financial advisory firm situated in Mountain View, California. With a nearly $507M assets under management, the firm specializes in crafting personalized retirement planning solutions for 25 clients. The team consists of 12 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 vehicles
View Full Profile

QualificationsFirm CRD# 156023

Assets Under Management $147,063,828

No. Of Clients359

Clients Per Financial Advisor180

WAVERLEY WEALTH MANAGEMENT LLC is a financial advisory firm situated in Mountain View, California. With a nearly $147M assets under management, the firm specializes in crafting personalized retirement planning solutions for 359 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 services
  • Portfolio management for individuals and/or small businesses
View Full Profile

QualificationsFirm CRD# 318714

Assets Under Management $59,112,925

No. Of Clients2015

Clients Per Financial Advisor21

ARTA FINANCE is a financial advisory firm situated in Mountain View, California. With a nearly $59M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2015 clients. The team consists of 98 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
View Full Profile

QualificationsFirm CRD# 333007

Assets Under Management $0

No. Of Clients0

Clients Per Financial Advisor0

INRI is a financial advisory firm situated in Mountain View, California. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • Other (FEES FOR TESTIMONIALS/ENDORSEMENTS OF OTHER ADVISERS)

Financial Planning Services

  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 334805

Assets Under Management $0

No. Of Clients0

Clients Per Financial Advisor0

AP INVESTMENT MANAGEMENT is a financial advisory firm situated in Mountain View, California. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 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 services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
View Full Profile

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