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Find Retirement Advisors for Retirement Planning in Orinda, 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 Orinda, California

Last Updated - April 25, 2025

Orinda has 9 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 9 non-vetted advisors in your local area. These retirement advisors in Orinda, California have an average of 22 years of experience.

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List of Qualified Retirement Planning Advisors in Orinda, California

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

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

Address

1990 N California Blvd, 8th floor,
Suite #867,
Walnut Creek, CA 94596 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, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Hourly, Commissions, Based on Assets

Find An Advisor

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

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

MC Financial Partners

Qualifications
Firm CRD# 6413
Series 7, 66

Minimum Assets Required
$25,000

Address

1855 Gateway Blvd,
Ste 570,
Concord, CA 94520 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Hourly, Commissions, Flat Fee, 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

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:

Compensation/Fee

Fee-Only, Hourly, Based on Assets

Find An Advisor

Top 9 Retirement Planning firms in Orinda, California (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	4 Orinda Way, Suite 100-A Orinda, CA, 94563	$11,400,000,000	44	14	A percentage of AUM, Fixed fees
2	4 Orinda Way, Suite 200-C Orinda, CA, 94563	$9,506,156,499	47	63	A percentage of AUM, Performance Based
3	4 Orinda Way, Suite 120-D Orinda, CA, 94563	$1,617,535,770	90	5	A percentage of AUM
4	4 Orinda Way, Suite 180-D Orinda, CA, 94563	$1,188,300,846	15	4	A percentage of AUM, Performance Based
5	4 Orinda Way, Suite 100-B Orinda, CA, 94563	$926,337,523	632	10	A percentage of AUM, Hourly charges
6	89 Davis Road, Suite 100 Orinda, CA, 94563	$122,892,101	10	2	A percentage of AUM, Fixed fees, Performance Based
7	15 Altarinda Road, Suite 205, Orinda, CA, 94563	$110,730,355	72	2	A percentage of AUM
8	4 Orinda Way, Suite 100-A Orinda, CA, 94563	$1,036,000	2	12	A percentage of AUM
9	4 Orinda Way,, 100-A Orinda, CA, 94563	$0	0	2	A percentage of AUM

Information on Top Retirement Planning firms in Orinda, California

PENSERRA CAPITAL MANAGEMENT LLC

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QualificationsFirm CRD# 159042

Assets Under Management $11,400,000,000

No. Of Clients44

Clients Per Financial Advisor3

PENSERRA CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Orinda, California. With a nearly $11B assets under management, the firm specializes in crafting personalized retirement planning solutions for 44 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

Financial Planning Services

Portfolio management for investment companies
Portfolio management for pooled investment vehicles

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GREENOAKS CAPITAL

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QualificationsFirm CRD# 165941

Assets Under Management $9,506,156,499

No. Of Clients47

Clients Per Financial Advisor1

GREENOAKS CAPITAL is a financial advisory firm situated in Orinda, California. With a nearly $10B assets under management, the firm specializes in crafting personalized retirement planning solutions for 47 clients. The team consists of 63 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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MCDONALD CAPITAL INVESTORS INC

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QualificationsFirm CRD# 105562

Assets Under Management $1,617,535,770

No. Of Clients90

Clients Per Financial Advisor18

MCDONALD CAPITAL INVESTORS INC is a financial advisory firm situated in Orinda, California. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 90 clients. The team consists of 5 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 and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

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SCP INVESTMENT, LP

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QualificationsFirm CRD# 283397

Assets Under Management $1,188,300,846

No. Of Clients15

Clients Per Financial Advisor4

SCP INVESTMENT, LP is a financial advisory firm situated in Orinda, California. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 15 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
Performance Based

Financial Planning Services

Portfolio management for pooled investment vehicles

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WESPAC ADVISORS, LLC

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QualificationsFirm CRD# 148242

Assets Under Management $926,337,523

No. Of Clients632

Clients Per Financial Advisor63

WESPAC ADVISORS, LLC is a financial advisory firm situated in Orinda, California. With a nearly $926M assets under management, the firm specializes in crafting personalized retirement planning solutions for 632 clients. The team consists of 10 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 services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

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MCM ADVISERS, LP

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QualificationsFirm CRD# 110656

Assets Under Management $122,892,101

No. Of Clients10

Clients Per Financial Advisor5

MCM ADVISERS, LP is a financial advisory firm situated in Orinda, California. With a nearly $123M assets under management, the firm specializes in crafting personalized retirement planning solutions for 10 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
Fixed fees
Performance Based

Financial Planning Services

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

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PARAGON ASSET MANAGEMENT INC.

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QualificationsFirm CRD# 107863

Assets Under Management $110,730,355

No. Of Clients72

Clients Per Financial Advisor36

PARAGON ASSET MANAGEMENT INC. is a financial advisory firm situated in Orinda, California. With a nearly $111M assets under management, the firm specializes in crafting personalized retirement planning solutions for 72 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 and/or small businesses
Portfolio management for businesses or institutional clients

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PENSERRA GLOBAL INVESTORS LLC

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QualificationsFirm CRD# 174309

Assets Under Management $1,036,000

No. Of Clients2

Clients Per Financial Advisor0

PENSERRA GLOBAL INVESTORS LLC is a financial advisory firm situated in Orinda, California. With a nearly $1M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 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

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

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PENSERRA WEALTH MANAGEMENT

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QualificationsFirm CRD# 333218

Assets Under Management $0

No. Of Clients0

Clients Per Financial Advisor0

PENSERRA WEALTH MANAGEMENT is a financial advisory firm situated in Orinda, 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

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

View Full Profile

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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