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

Last Updated - May 24, 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

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

Hetal Saki
CFP^®
AMC Wealth

Qualifications
CRD# 5403110
Firm CRD# 308157
Series 7 SIE

Minimum Assets Required
$0

Address

Serving San Francisco-Oakland-San Jose,
Fremont, CA 94555 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

Compensation/Fee

Fee-Only, Hourly, Based on Assets

Find An Advisor

VERIFIED

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

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

Minimum Assets Required
Not Specified

Address

1900 S Norfolk St, Ste 350,
San Mateo, CA 94403 See Details

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

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

The Peregrine Private Client Group of Oppenheimer & Co. Inc.
CFP^®, CIMA^®, AIF^®

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

Minimum Assets Required
Not Specified

Address

580 California St #2300,
San Francisco, CA 94104 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor

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

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

3950 Civic Center Drive Suite 315,
San Rafael, CA 94903 See Details

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

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	800 West El Camino Real, Suite 201 Mountain View, CA, 94040	$1,778,292,712	2688	23	A percentage of AUM, Hourly charges, Fixed fees
2	2665 Marine Way, Suite 1120, Mountain View, CA, 94043	$601,013,912	29	1	A percentage of AUM, Fixed fees
3	715 North Shoreline Blvd, Mountain View, CA, 94043	$506,939,640	25	12	A percentage of AUM, Performance Based
4	2570 W. El Camino Real, Suite 680 Mountain View, CA, 94040	$147,063,828	359	2	A percentage of AUM
5	153 Castro Street, Suite 200 Mountain View, CA, 94041	$59,112,925	2015	98	A percentage of AUM, Performance Based
6	855 Maude Ave, Mountain View, CA, 94043	$0	0	1	Other (FEES FOR TESTIMONIALS/ENDORSEMENTS OF OTHER ADVISERS)
7	800 W El Camino Real, #180 Mountain View, CA, 94040	$0	0	2	A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Mountain View, California

WEALTH ARCHITECTS, LLC

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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)

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INFANGER INVESTMENT TECHNOLOGY, LLC

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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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ZANBATO ADVISORS LLC

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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

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WAVERLEY WEALTH MANAGEMENT LLC

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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

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ARTA FINANCE

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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

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INRI

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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

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AP INVESTMENT MANAGEMENT

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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

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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?

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