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Find Retirement Advisors for Retirement Planning in Pleasant Hill, 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 Pleasant Hill, California
Last Updated - April 19, 2024Pleasant Hill has 11 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 5 non-vetted advisors in your local area. These retirement advisors in Pleasant Hill, California have an average of 22 years of experience.
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List of Qualified Retirement Planning Advisors in Pleasant Hill, California
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 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
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
Address
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
Since 1998
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Top 5 Retirement Planning firms in Pleasant Hill, California (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | BELLATORE FINANCIAL, INC. 25 Crescent Dr. #A342, Pleasant Hill, CA, 94523 | $496,264,615 | 1700 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 2 | WAGNER LOFTIN INVESTMENT SERVICES LLC 3478 Buskirk Avenue, Suite 333 Pleasant Hill, CA, 94523 | $347,103,727 | 984 | 7 | A Percentage of AUM |
| 3 | PATHWISE 2255 Contra Costa Blvd., Suite 207 Pleasant Hill, CA, 94523 | $125,309,000 | 520 | 3 | A Percentage of AUM, Fixed Fees |
| 4 | ASCENSION WEALTH PARTNERS, LLC 391 Taylor Boulevard, Suite 125 Pleasant Hill, CA, 94523 | $105,873,865 | 121 | 2 | A Percentage of AUM |
| 5 | BURR FINANCIAL SERVICES, LLC 367 Civic Drive, Suite 2 Pleasant Hill, CA, 94523 | $81,418,747 | 318 | 3 | A Percentage of AUM |
Information on Top Retirement Planning firms in Pleasant Hill, California
QualificationsFirm CRD# 143543
Assets Under Management $496,264,615
No. Of Clients1700
Clients Per Financial Advisor425
BELLATORE FINANCIAL, INC. is a financial advisory firm situated in Pleasant Hill, California. With a nearly $496M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1700 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
- Fixed Fees
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
- Publication of periodicals or Newsleters
QualificationsFirm CRD# 109770
Assets Under Management $347,103,727
No. Of Clients984
Clients Per Financial Advisor141
WAGNER LOFTIN INVESTMENT SERVICES LLC is a financial advisory firm situated in Pleasant Hill, California. With a nearly $347M assets under management, the firm specializes in crafting personalized retirement planning solutions for 984 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
Financial Planning Services
- Portfolio Management for Individuals
QualificationsFirm CRD# 174215
Assets Under Management $125,309,000
No. Of Clients520
Clients Per Financial Advisor173
PATHWISE is a financial advisory firm situated in Pleasant Hill, California. With a nearly $125M assets under management, the firm specializes in crafting personalized retirement planning solutions for 520 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
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
QualificationsFirm CRD# 146451
Assets Under Management $105,873,865
No. Of Clients121
Clients Per Financial Advisor61
ASCENSION WEALTH PARTNERS, LLC is a financial advisory firm situated in Pleasant Hill, California. With a nearly $106M assets under management, the firm specializes in crafting personalized retirement planning solutions for 121 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
QualificationsFirm CRD# 323114
Assets Under Management $81,418,747
No. Of Clients318
Clients Per Financial Advisor106
BURR FINANCIAL SERVICES, LLC is a financial advisory firm situated in Pleasant Hill, California. With a nearly $81M assets under management, the firm specializes in crafting personalized retirement planning solutions for 318 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
Financial Planning Services
- Portfolio Management for Individuals
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