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Find Retirement Advisors for Retirement Planning in Redwood City, 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 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 Redwood City, California
Last Updated - April 25, 2025Redwood City has 9 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 10 non-vetted advisors in your local area. These retirement advisors in Redwood City, California have an average of 25 years of experience.
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List of Qualified Retirement Planning Advisors in Redwood City, California
VERIFIEDHans Reese
CFP®, CRPC®, AAMS®
New Stage Investment Group®
Qualifications
CRD# 4334724
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
Not Specified
Advisory Services:
Portfolio Management, Retirement Planning, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services
Compensation/Fee
Fee-Based, Hourly, Flat Fee, Based on Assets
VERIFIEDHetal Saki
CFP®
AMC Wealth
Qualifications
CRD# 5403110
Firm CRD# 308157
Series 7 SIE
Minimum Assets Required
$0
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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDThe 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
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
VERIFIEDParker O'Sullivan
CRPS®
Farther Finance, LLC
Qualifications
CRD# 5923601
Firm CRD# 302050
Series 7, 63, 65
Minimum Assets Required
$0
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
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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDJohn Cordeiro
Vintage Wealth Advisors
Qualifications
CRD# 2319931
Firm CRD# 151298
Series 7, 63, 65
Minimum Assets Required
Not Specified
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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 10 Retirement Planning firms in Redwood City, California (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 203 Redwood Shores Parkway, Redwood City, CA, 94065 | $6,016,059,011 | 7 | 16 | A percentage of AUM, Performance Based |
| 2 | 203 Redwood Shores Parkway, Suite 550 Redwood City, CA, 94065 | $3,433,219,636 | 2030 | 26 | A percentage of AUM, Hourly charges, Fixed fees |
| 3 | 201 Redwood Shores Pkwy, Suite 315 Redwood City, CA, 94065 | $471,449,198 | 10 | 8 | A percentage of AUM, Performance Based |
| 4 | 303 Twin Dolphin Dr., Suite 600 Redwood City, CA, 94065 | $378,525,462 | 149 | 5 | A percentage of AUM, Hourly charges, Fixed fees |
| 5 | 255 Shoreline Drive, Suite 515 Redwood City, CA, 94065 | $244,228,617 | 3 | 6 | A percentage of AUM, Performance Based |
| 6 | 555 Twin Dolphin Drive, Suite 320, Redwood City, CA, 94065 | $239,081,132 | 457 | 3 | A percentage of AUM, Hourly charges, Fixed fees |
| 7 | 702 Marshall Street, Suite 411 Redwood City, CA, 94063 | $219,778,266 | 613 | 8 | A percentage of AUM, Hourly charges, Fixed fees |
| 8 | 3 Lagoon Drive, Suite 155 Redwood City, CA, 94065 | $216,482,085 | 656 | 2 | A percentage of AUM, Fixed fees |
| 9 | 275 Shoreline Drive, Unit 120 Redwood City, CA, 94065 | $181,307,569 | 259 | 4 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
| 10 | 3 Twin Dolphin Drive, Suite 210 Redwood City, CA, 94065 | $121,277,662 | 270 | 2 | A percentage of AUM, Hourly charges, Fixed fees |
Information on Top Retirement Planning firms in Redwood City, California
QualificationsFirm CRD# 160224
Assets Under Management $6,016,059,011
No. Of Clients7
Clients Per Financial Advisor0
DORSAL CAPITAL MANAGEMENT, LP is a financial advisory firm situated in Redwood City, California. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 7 clients. The team consists of 16 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
QualificationsFirm CRD# 291194
Assets Under Management $3,433,219,636
No. Of Clients2030
Clients Per Financial Advisor78
TEAM HEWINS, LLC is a financial advisory firm situated in Redwood City, California. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2030 clients. The team consists of 26 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
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 307713
Assets Under Management $471,449,198
No. Of Clients10
Clients Per Financial Advisor1
SER CAPITAL PARTNERS MANAGEMENT, LP is a financial advisory firm situated in Redwood City, California. With a nearly $471M assets under management, the firm specializes in crafting personalized retirement planning solutions for 10 clients. The team consists of 8 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
QualificationsFirm CRD# 140004
Assets Under Management $378,525,462
No. Of Clients149
Clients Per Financial Advisor30
WEALTHVALUES, LLC is a financial advisory firm situated in Redwood City, California. With a nearly $379M assets under management, the firm specializes in crafting personalized retirement planning solutions for 149 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
- Selection for other advisors
QualificationsFirm CRD# 158869
Assets Under Management $244,228,617
No. Of Clients3
Clients Per Financial Advisor1
ACUTA CAPITAL PARTNERS, LLC is a financial advisory firm situated in Redwood City, California. With a nearly $244M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 6 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 and/or small businesses
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 120267
Assets Under Management $239,081,132
No. Of Clients457
Clients Per Financial Advisor152
CURRAN & LEWIS INVESTMENT MANAGEMENT, INC. is a financial advisory firm situated in Redwood City, California. With a nearly $239M assets under management, the firm specializes in crafting personalized retirement planning solutions for 457 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
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 134684
Assets Under Management $219,778,266
No. Of Clients613
Clients Per Financial Advisor77
GRIFFIN BLACK, LLC is a financial advisory firm situated in Redwood City, California. With a nearly $220M assets under management, the firm specializes in crafting personalized retirement planning solutions for 613 clients. The team consists of 8 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
QualificationsFirm CRD# 110263
Assets Under Management $216,482,085
No. Of Clients656
Clients Per Financial Advisor328
EVART, YOUNG & HOBBS INVESTMENT MANAGEMENT is a financial advisory firm situated in Redwood City, California. With a nearly $216M assets under management, the firm specializes in crafting personalized retirement planning solutions for 656 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
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
QualificationsFirm CRD# 168062
Assets Under Management $181,307,569
No. Of Clients259
Clients Per Financial Advisor65
OCEANIQ CAPITAL, LLC is a financial advisory firm situated in Redwood City, California. With a nearly $181M assets under management, the firm specializes in crafting personalized retirement planning solutions for 259 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
- Performance Based
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 307958
Assets Under Management $121,277,662
No. Of Clients270
Clients Per Financial Advisor135
REDWOOD PARK ADVISORS is a financial advisory firm situated in Redwood City, California. With a nearly $121M assets under management, the firm specializes in crafting personalized retirement planning solutions for 270 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
- 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
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