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Find Retirement Advisors for Retirement Planning in Oakland, 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 you 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 registrations check. 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 Oakland, California

Last Updated - March 22, 2024

Oakland has 8 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 15 non-vetted advisors in your local area. These retirement advisors in Oakland, California have an average of 21 years of experience.

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List of Qualified Retirement Planning Advisors in Oakland, California

advisor-photo
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Kristie Cahill
CFP®, CEP®
Haven Wealth Management

Qualifications
CRD# 4439727
Firm CRD# 281213
Series 66

Minimum Assets Required
$250,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Based on Assets

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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

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

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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

advisor-photo

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Advisory Services:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Based

advisor-photo
vector.svg VERIFIED

Shad Roundy
Merrill Lynch

Qualifications
CRD# 6180525
Firm CRD# 7691
Series 7, 66

Minimum Assets Required
$500,000

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

Top 15 Retirement Planning firms in Oakland, California (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
CI GLOBAL INVESTMENTS INC.
1111 Broadway, Suite 300
Oakland, CA, 94607
$3,742,919,862192
A Percentage of AUM
2
VANGUARD PERSONALIZED INDEXING MANAGEMENT
1611 Telegraph Ave., Suite 1100,
Oakland, CA, 94612
$2,733,810,259117425
A Percentage of AUM, Hourly charges
3
BERKELEY PARTNERS MANAGEMENT, LLC
1111 Broadway, Suite 1670
Oakland, CA, 94607
$2,171,032,209460
A Percentage of AUM, Performance Based
4
DRAGONFLY DIGITAL MANAGEMENT, LLC
66 Franklin St, Suite 300
Oakland, CA, 94607
$1,934,858,1931641
A Percentage of AUM, Performance Based
5
LIBERTY WEALTH MANAGEMENT, LLC
411 30th Street, 2nd Floor
Oakland, CA, 94609
$986,640,795319922
A Percentage of AUM, Hourly charges, Fixed Fees, Other (SOLICITOR - THIRD-PARTY MANAGEMENT PROGRAM)
6
BELL INVESTMENT ADVISORS INC
1111 Broadway, Suite 1630
Oakland, CA, 94607-4007
$577,553,614116711
A Percentage of AUM, Hourly charges, Fixed Fees
7
BROOKER WEALTH MANAGEMENT
7677 Oakport Street, Suite 300
Oakland, CA, 94621
$507,587,8095704
A Percentage of AUM, Hourly charges
8
FINANCIAL AVENGERS, INC.
505 Fourteenth Street, #310,
Oakland, CA, 94612
$312,066,5867082
A Percentage of AUM
9
ILLUMEN CAPITAL MANAGEMENT, LLC
2323 Broadway,
Oakland, CA, 94612
$243,264,12458
A Percentage of AUM, Other (CARRIED INTEREST PAID TO THE GENERAL PARTNER)
10
CANDIDE GROUP
1721 Broadway, Suite 201
Oakland, CA, 94612
$174,600,5521813
A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based
11
SASSER INVESTMENT MANAGEMENT, INC.
436 14th Street, Suite 805
Oakland, CA, 94612-2726
$137,879,0002853
A Percentage of AUM, Other (3RD PARTY COMPENSATION IS RECEIVED FOR TRUST DEED INVESTMENTS.)
12
FALCON BRIDGE CAPITAL
1999 Harrison Street, Suite 1575,
Oakland, CA, 94612
$129,788,30017
A Percentage of AUM, Performance Based
13
INFINITY FINANCIAL SERVICES ADVISORY
212 9th Street, Suite 202
Oakland, CA, 94607
$118,129,86172236
A Percentage of AUM, Hourly charges
14
CARBON COLLECTIVE INVESTING, LLC
2648 International Blvd, Ste 115
Oakland, CA, 94601
$83,516,28410406
A Percentage of AUM, Fixed Fees
15
HERON FINANCE
1111 Broadway,
Oakland, CA, 94607
$002
A Percentage of AUM

Information on Top Retirement Planning firms in Oakland, California

QualificationsFirm CRD# 156752

Assets Under Management $3,742,919,862

No. Of Clients19

Clients Per Financial Advisor10

CI GLOBAL INVESTMENTS INC. is a financial advisory firm situated in Oakland, California. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 19 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

  • Portfolio Management for pooled Investment
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QualificationsFirm CRD# 285366

Assets Under Management $2,733,810,259

No. Of Clients1174

Clients Per Financial Advisor47

VANGUARD PERSONALIZED INDEXING MANAGEMENT is a financial advisory firm situated in Oakland, California. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1174 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
  • Hourly charges

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 284163

Assets Under Management $2,171,032,209

No. Of Clients4

Clients Per Financial Advisor0

BERKELEY PARTNERS MANAGEMENT, LLC is a financial advisory firm situated in Oakland, California. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 60 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
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 300750

Assets Under Management $1,934,858,193

No. Of Clients16

Clients Per Financial Advisor0

DRAGONFLY DIGITAL MANAGEMENT, LLC is a financial advisory firm situated in Oakland, California. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 16 clients. The team consists of 41 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
View Full Profile

QualificationsFirm CRD# 286001

Assets Under Management $986,640,795

No. Of Clients3199

Clients Per Financial Advisor145

LIBERTY WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Oakland, California. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3199 clients. The team consists of 22 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees
  • Other (SOLICITOR - THIRD-PARTY MANAGEMENT PROGRAM)

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 108383

Assets Under Management $577,553,614

No. Of Clients1167

Clients Per Financial Advisor106

BELL INVESTMENT ADVISORS INC is a financial advisory firm situated in Oakland, California. With a nearly $578M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1167 clients. The team consists of 11 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
View Full Profile

QualificationsFirm CRD# 105437

Assets Under Management $507,587,809

No. Of Clients570

Clients Per Financial Advisor143

BROOKER WEALTH MANAGEMENT is a financial advisory firm situated in Oakland, California. With a nearly $508M assets under management, the firm specializes in crafting personalized retirement planning solutions for 570 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

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 119636

Assets Under Management $312,066,586

No. Of Clients708

Clients Per Financial Advisor354

FINANCIAL AVENGERS, INC. is a financial advisory firm situated in Oakland, California. With a nearly $312M assets under management, the firm specializes in crafting personalized retirement planning solutions for 708 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
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 305411

Assets Under Management $243,264,124

No. Of Clients5

Clients Per Financial Advisor1

ILLUMEN CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Oakland, California. With a nearly $243M assets under management, the firm specializes in crafting personalized retirement planning solutions for 5 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Other (CARRIED INTEREST PAID TO THE GENERAL PARTNER)

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 286086

Assets Under Management $174,600,552

No. Of Clients18

Clients Per Financial Advisor1

CANDIDE GROUP is a financial advisory firm situated in Oakland, California. With a nearly $175M assets under management, the firm specializes in crafting personalized retirement planning solutions for 18 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 110886

Assets Under Management $137,879,000

No. Of Clients285

Clients Per Financial Advisor95

SASSER INVESTMENT MANAGEMENT, INC. is a financial advisory firm situated in Oakland, California. With a nearly $138M assets under management, the firm specializes in crafting personalized retirement planning solutions for 285 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
  • Other (3RD PARTY COMPENSATION IS RECEIVED FOR TRUST DEED INVESTMENTS.)

Financial Planning Services

  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 156661

Assets Under Management $129,788,300

No. Of Clients1

Clients Per Financial Advisor0

FALCON BRIDGE CAPITAL is a financial advisory firm situated in Oakland, California. With a nearly $130M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 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

  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 304981

Assets Under Management $118,129,861

No. Of Clients722

Clients Per Financial Advisor20

INFINITY FINANCIAL SERVICES ADVISORY is a financial advisory firm situated in Oakland, California. With a nearly $118M assets under management, the firm specializes in crafting personalized retirement planning solutions for 722 clients. The team consists of 36 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 310129

Assets Under Management $83,516,284

No. Of Clients1040

Clients Per Financial Advisor173

CARBON COLLECTIVE INVESTING, LLC is a financial advisory firm situated in Oakland, California. With a nearly $84M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1040 clients. The team consists of 6 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 Individuals
  • Portfolio Management for Investment
View Full Profile

QualificationsFirm CRD# 327608

Assets Under Management $0

No. Of Clients0

Clients Per Financial Advisor0

HERON FINANCE is a financial advisory firm situated in Oakland, 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

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

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