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Find Retirement Advisors for Retirement Planning in Pleasanton, 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 Pleasanton, California
Last Updated - April 24, 2024Pleasanton has 8 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 Pleasanton, California have an average of 19 years of experience.
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List of Qualified Retirement Planning Advisors in Pleasanton, 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
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
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
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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 9 Retirement Planning firms in Pleasanton, California (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | ADERO PARTNERS, LLC 5000 Hopyard Road, Suite 460 Pleasanton, CA, 94588 | $3,376,501,663 | 3570 | 53 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 2 | MIRADOR CAPITAL PARTNERS 6700 Koll Center Parkway, Suite 230 Pleasanton, CA, 94566 | $620,626,658 | 2105 | 12 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 3 | RPG INVESTMENT ADVISORY, LLC 6600 Koll Center Pkwy., #100 Pleasanton, CA, 94566 | $587,210,394 | 846 | 9 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 4 | MAXWELL WEALTH 7041 Koll Center Parkway, Suite 275 Pleasanton, CA, 94566 | $202,763,451 | 608 | 5 | A Percentage of AUM, Fixed Fees |
| 5 | BAYBRIDGE CAPITAL GROUP, LLC 5976 W. Las Positas Blvd, Ste 124 Pleasanton, CA, 94588 | $134,448,121 | 467 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 6 | SIERRA PACIFIC FINANCIAL ADVISORS 7077 Koll Center Parkway, Suite 120 Pleasanton, CA, 94566 | $126,781,000 | 307 | 4 | A Percentage of AUM, Fixed Fees |
| 7 | MEDIA WEALTH 5000 Hopyard Road, Suite 460 Pleasanton, CA, 94588 | $59,251,111 | 14 | 4 | A Percentage of AUM |
| 8 | TVV ADVISERS, LLC 6700 Koll Center Pkwy, #230 Pleasanton, CA, 94566 | $34,500,000 | 2 | 2 | A Percentage of AUM |
| 9 | 99RISES INC. 6701 Koll Center Parkway, Suite 250 Pleasanton, CA, 94566 | $539,417 | 54 | 3 | A Percentage of AUM |
Information on Top Retirement Planning firms in Pleasanton, California
QualificationsFirm CRD# 297808
Assets Under Management $3,376,501,663
No. Of Clients3570
Clients Per Financial Advisor67
ADERO PARTNERS, LLC is a financial advisory firm situated in Pleasanton, California. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3570 clients. The team consists of 53 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
- Selection of Other Advisors
QualificationsFirm CRD# 173764
Assets Under Management $620,626,658
No. Of Clients2105
Clients Per Financial Advisor175
MIRADOR CAPITAL PARTNERS is a financial advisory firm situated in Pleasanton, California. With a nearly $621M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2105 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
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
QualificationsFirm CRD# 172173
Assets Under Management $587,210,394
No. Of Clients846
Clients Per Financial Advisor94
RPG INVESTMENT ADVISORY, LLC is a financial advisory firm situated in Pleasanton, California. With a nearly $587M assets under management, the firm specializes in crafting personalized retirement planning solutions for 846 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
- Portfolio Management for Individuals
QualificationsFirm CRD# 317081
Assets Under Management $202,763,451
No. Of Clients608
Clients Per Financial Advisor122
MAXWELL WEALTH is a financial advisory firm situated in Pleasanton, California. With a nearly $203M assets under management, the firm specializes in crafting personalized retirement planning solutions for 608 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
- Portfolio Management for Individuals
QualificationsFirm CRD# 284867
Assets Under Management $134,448,121
No. Of Clients467
Clients Per Financial Advisor67
BAYBRIDGE CAPITAL GROUP, LLC 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 467 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
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
QualificationsFirm CRD# 131738
Assets Under Management $126,781,000
No. Of Clients307
Clients Per Financial Advisor77
SIERRA PACIFIC FINANCIAL ADVISORS is a financial advisory firm situated in Pleasanton, California. With a nearly $127M assets under management, the firm specializes in crafting personalized retirement planning solutions for 307 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
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 308446
Assets Under Management $59,251,111
No. Of Clients14
Clients Per Financial Advisor4
MEDIA WEALTH is a financial advisory firm situated in Pleasanton, California. With a nearly $59M assets under management, the firm specializes in crafting personalized retirement planning solutions for 14 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
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 322542
Assets Under Management $34,500,000
No. Of Clients2
Clients Per Financial Advisor1
TVV ADVISERS, LLC is a financial advisory firm situated in Pleasanton, California. With a nearly $35M 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
QualificationsFirm CRD# 309803
Assets Under Management $539,417
No. Of Clients54
Clients Per Financial Advisor18
99RISES INC. is a financial advisory firm situated in Pleasanton, California. With a nearly $539K assets under management, the firm specializes in crafting personalized retirement planning solutions for 54 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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