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

Last Updated - April 25, 2025

Pleasanton has 9 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 6 non-vetted advisors in your local area. These retirement advisors in Pleasanton, California have an average of 22 years of experience.

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List of Qualified Retirement Planning Advisors in Pleasanton, California

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

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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

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:

Compensation/Fee

Fee-Based, Hourly, Commissions, 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

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

Top 6 Retirement Planning firms in Pleasanton, California (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	6600 Koll Center Pkwy., #100 Pleasanton, CA, 94566	$858,493,392	899	9	A percentage of AUM, Hourly charges, Fixed fees
2	6700 Koll Center Parkway, Suite 230 Pleasanton, CA, 94566	$754,155,566	2487	14	A percentage of AUM, Hourly charges, Fixed fees
3	7041 Koll Center Parkway, Suite 275 Pleasanton, CA, 94566	$290,000,000	660	5	A percentage of AUM, Fixed fees
4	7077 Koll Center Parkway, Suite 120 Pleasanton, CA, 94566	$162,130,000	358	5	A percentage of AUM, Hourly charges, Fixed fees
5	4683 Chabot Drive, Suite 101 Pleasanton, CA, 94588	$133,883,000	416	4	A percentage of AUM, Hourly charges, Fixed fees
6	6700 Koll Center Pkwy, #230 Pleasanton, CA, 94566	$43,401,298	2	2	A percentage of AUM

Information on Top Retirement Planning firms in Pleasanton, California

RPG INVESTMENT ADVISORY, LLC

Find an Advisor

QualificationsFirm CRD# 172173

Assets Under Management $858,493,392

No. Of Clients899

Clients Per Financial Advisor100

RPG INVESTMENT ADVISORY, LLC is a financial advisory firm situated in Pleasanton, California. With a nearly $858M assets under management, the firm specializes in crafting personalized retirement planning solutions for 899 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
Hourly charges
Fixed fees

Financial Planning Services

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

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MIRADOR CAPITAL PARTNERS

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QualificationsFirm CRD# 173764

Assets Under Management $754,155,566

No. Of Clients2487

Clients Per Financial Advisor178

MIRADOR CAPITAL PARTNERS is a financial advisory firm situated in Pleasanton, California. With a nearly $754M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2487 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
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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MAXWELL WEALTH

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QualificationsFirm CRD# 317081

Assets Under Management $290,000,000

No. Of Clients660

Clients Per Financial Advisor132

MAXWELL WEALTH is a financial advisory firm situated in Pleasanton, California. With a nearly $290M assets under management, the firm specializes in crafting personalized retirement planning solutions for 660 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
Fixed fees

Financial Planning Services

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

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SIERRA PACIFIC FINANCIAL ADVISORS

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QualificationsFirm CRD# 131738

Assets Under Management $162,130,000

No. Of Clients358

Clients Per Financial Advisor72

SIERRA PACIFIC FINANCIAL ADVISORS is a financial advisory firm situated in Pleasanton, California. With a nearly $162M assets under management, the firm specializes in crafting personalized retirement planning solutions for 358 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
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

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GRANT PRIVATE WEALTH MANAGEMENT

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QualificationsFirm CRD# 292917

Assets Under Management $133,883,000

No. Of Clients416

Clients Per Financial Advisor104

GRANT PRIVATE WEALTH MANAGEMENT is a financial advisory firm situated in Pleasanton, California. With a nearly $134M assets under management, the firm specializes in crafting personalized retirement planning solutions for 416 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

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Education seminars/workshops

View Full Profile

TVV ADVISERS, LLC

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QualificationsFirm CRD# 322542

Assets Under Management $43,401,298

No. Of Clients2

Clients Per Financial Advisor1

TVV ADVISERS, LLC is a financial advisory firm situated in Pleasanton, California. With a nearly $43M 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

A percentage of AUM

Financial Planning Services

Portfolio management for pooled investment vehicles

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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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