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Find Retirement Advisors for Retirement Planning in Orinda, 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 Orinda, California
Last Updated - April 18, 2024Orinda has 10 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 Orinda, California have an average of 22 years of experience.
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List of Qualified Retirement Planning Advisors in Orinda, California
VERIFIEDDavid 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
VERIFIEDPaul Stanley
CPM, CFP®
Granite Bay Wealth Management LLC
Qualifications
CRD# 2753911
Firm CRD# 174765
Series 66
Minimum Assets Required
$100,000
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based, Hourly, Flat Fee, Based on Assets
VERIFIEDKristie 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
VERIFIED Qualifications
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$25,000
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
VERIFIEDDavid 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
VERIFIEDShad 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
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
Since 1998
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Top 7 Retirement Planning firms in Orinda, California (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | GREENOAKS CAPITAL 4 Orinda Way, Suite 200-C Orinda, CA, 94133 | $10,387,272,824 | 53 | 64 | A Percentage of AUM, Performance Based |
| 2 | PENSERRA CAPITAL MANAGEMENT LLC 4 Orinda Way, Suite 100-A Orinda, CA, 94563 | $5,816,000,000 | 42 | 12 | A Percentage of AUM, Fixed Fees |
| 3 | MCDONALD CAPITAL INVESTORS INC 4 Orinda Way, Suite 120-D Orinda, CA, 94563 | $1,401,878,428 | 91 | 5 | A Percentage of AUM, Performance Based |
| 4 | SCP INVESTMENT, LP 4 Orinda Way, Suite 180-D Orinda, CA, 94563 | $1,326,942,729 | 17 | 9 | A Percentage of AUM, Performance Based |
| 5 | WESPAC ADVISORS, LLC 4 Orinda Way, Suite 100-B Orinda, CA, 94563 | $800,064,104 | 629 | 10 | A Percentage of AUM, Hourly charges |
| 6 | URSA FUND MANAGEMENT LLC 51 Moraga Way, Suite 8 Orinda, CA, 94563 | $202,658,607 | 2 | 2 | Performance Based |
| 7 | MCM ADVISERS, LP 89 Davis Road, Suite 100 Orinda, CA, 94563 | $124,511,803 | 16 | 2 | A Percentage of AUM, Fixed Fees, Performance Based |
Information on Top Retirement Planning firms in Orinda, California
QualificationsFirm CRD# 165941
Assets Under Management $10,387,272,824
No. Of Clients53
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 53 clients. The team consists of 64 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
QualificationsFirm CRD# 159042
Assets Under Management $5,816,000,000
No. Of Clients42
Clients Per Financial Advisor4
PENSERRA CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Orinda, California. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 42 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
- Fixed Fees
Financial Planning Services
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 105562
Assets Under Management $1,401,878,428
No. Of Clients91
Clients Per Financial Advisor18
MCDONALD CAPITAL INVESTORS INC 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 91 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
- Performance Based
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 283397
Assets Under Management $1,326,942,729
No. Of Clients17
Clients Per Financial Advisor2
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 17 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
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 148242
Assets Under Management $800,064,104
No. Of Clients629
Clients Per Financial Advisor63
WESPAC ADVISORS, LLC is a financial advisory firm situated in Orinda, California. With a nearly $800M assets under management, the firm specializes in crafting personalized retirement planning solutions for 629 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
- Portfolio Management for Individuals
- Pension Consulting Services
QualificationsFirm CRD# 283363
Assets Under Management $202,658,607
No. Of Clients2
Clients Per Financial Advisor1
URSA FUND MANAGEMENT LLC is a financial advisory firm situated in Orinda, California. With a nearly $203M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 110656
Assets Under Management $124,511,803
No. Of Clients16
Clients Per Financial Advisor8
MCM ADVISERS, LP is a financial advisory firm situated in Orinda, California. With a nearly $125M assets under management, the firm specializes in crafting personalized retirement planning solutions for 16 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
- Portfolio Management for Business
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