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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 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 Redwood City, California

Last Updated - March 21, 2024

Redwood City has 6 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 12 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

advisor-photo
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Hans 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

advisor-photo

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Advisory Services:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Based

advisor-photo
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Kristie 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

advisor-photo
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Paul 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

advisor-photo
vector.svg VERIFIED

David 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

Top 12 Retirement Planning firms in Redwood City, California (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
DORSAL CAPITAL MANAGEMENT, LP
203 Redwood Shores Parkway,
Redwood City, CA, 94065
$4,666,856,704716
A Percentage of AUM, Performance Based
2
TEAM HEWINS, LLC
203 Redwood Shores Parkway, Suite 550
Redwood City, CA, 94065
$2,173,718,910154723
A Percentage of AUM, Hourly charges, Fixed Fees
3
SQN INVESTORS LP
510 Shannon Way, No. 2111
Redwood City, CA, 94065
$494,599,241117
A Percentage of AUM, Other (PERFORMANCED BASED PROFIT ALLOCATION)
4
SER CAPITAL PARTNERS MANAGEMENT, LP
3 Twin Dolphin Drive, Suite 260
Redwood City, CA, 94065
$471,449,19887
A Percentage of AUM, Performance Based
5
WEALTHVALUES, LLC
303 Twin Dolphin Dr., Suite 600
Redwood City, CA, 94065
$337,451,4861506
A Percentage of AUM, Hourly charges, Fixed Fees
6
ACUTA CAPITAL PARTNERS, LLC
255 Shoreline Drive, Suite 515
Redwood City, CA, 94065
$279,460,42236
A Percentage of AUM, Performance Based
7
CURRAN & LEWIS INVESTMENT MANAGEMENT, INC.
555 Twin Dolphin Drive, Suite 320,
Redwood City, CA, 94065
$237,516,2544543
A Percentage of AUM, Hourly charges, Fixed Fees
8
GRIFFIN BLACK, INC.
702 Marshall Street, Suite 411
Redwood City, CA, 94063
$186,548,5905827
A Percentage of AUM, Hourly charges, Fixed Fees
9
EVART, YOUNG & HOBBS INVESTMENT MANAGEMENT
3 Lagoon Drive, Suite 155
Redwood City, CA, 94065
$185,936,4306152
A Percentage of AUM, Fixed Fees
10
OCEANIQ CAPITAL, LLC
275 Shoreline Drive, Unit 120
Redwood City, CA, 94065
$114,826,9352594
A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based
11
REDWOOD PARK ADVISORS
3 Twin Dolphin Drive, Suite 210
Redwood City, CA, 94065
$109,917,3472463
A Percentage of AUM, Hourly charges, Fixed Fees
12
CERTUS WEALTH MANAGEMENT LLC
303 Twin Dolphin Drive, Suite 600 # 59
Redwood City, CA, 94065
$108,357,1793571
A Percentage of AUM, Fixed Fees

Information on Top Retirement Planning firms in Redwood City, California

QualificationsFirm CRD# 160224

Assets Under Management $4,666,856,704

No. Of Clients7

Clients Per Financial Advisor0

DORSAL CAPITAL MANAGEMENT, LP is a financial advisory firm situated in Redwood City, California. With a nearly $5B 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
View Full Profile

QualificationsFirm CRD# 291194

Assets Under Management $2,173,718,910

No. Of Clients1547

Clients Per Financial Advisor67

TEAM HEWINS, LLC is a financial advisory firm situated in Redwood City, California. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1547 clients. The team consists of 23 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
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 171505

Assets Under Management $494,599,241

No. Of Clients11

Clients Per Financial Advisor2

SQN INVESTORS LP is a financial advisory firm situated in Redwood City, California. With a nearly $495M assets under management, the firm specializes in crafting personalized retirement planning solutions for 11 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
  • Other (PERFORMANCED BASED PROFIT ALLOCATION)

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 307713

Assets Under Management $471,449,198

No. Of Clients8

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 8 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
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 140004

Assets Under Management $337,451,486

No. Of Clients150

Clients Per Financial Advisor25

WEALTHVALUES, LLC is a financial advisory firm situated in Redwood City, California. With a nearly $337M assets under management, the firm specializes in crafting personalized retirement planning solutions for 150 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
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 158869

Assets Under Management $279,460,422

No. Of Clients3

Clients Per Financial Advisor1

ACUTA CAPITAL PARTNERS, LLC is a financial advisory firm situated in Redwood City, California. With a nearly $279M 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
  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 120267

Assets Under Management $237,516,254

No. Of Clients454

Clients Per Financial Advisor151

CURRAN & LEWIS INVESTMENT MANAGEMENT, INC. is a financial advisory firm situated in Redwood City, California. With a nearly $238M assets under management, the firm specializes in crafting personalized retirement planning solutions for 454 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
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 134684

Assets Under Management $186,548,590

No. Of Clients582

Clients Per Financial Advisor83

GRIFFIN BLACK, INC. is a financial advisory firm situated in Redwood City, California. With a nearly $187M assets under management, the firm specializes in crafting personalized retirement planning solutions for 582 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
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 110263

Assets Under Management $185,936,430

No. Of Clients615

Clients Per Financial Advisor308

EVART, YOUNG & HOBBS INVESTMENT MANAGEMENT is a financial advisory firm situated in Redwood City, California. With a nearly $186M assets under management, the firm specializes in crafting personalized retirement planning solutions for 615 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
  • Portfolio Management for Individuals
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 168062

Assets Under Management $114,826,935

No. Of Clients259

Clients Per Financial Advisor65

OCEANIQ CAPITAL, LLC is a financial advisory firm situated in Redwood City, California. With a nearly $115M 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 307958

Assets Under Management $109,917,347

No. Of Clients246

Clients Per Financial Advisor82

REDWOOD PARK ADVISORS is a financial advisory firm situated in Redwood City, California. With a nearly $110M assets under management, the firm specializes in crafting personalized retirement planning solutions for 246 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
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 318830

Assets Under Management $108,357,179

No. Of Clients357

Clients Per Financial Advisor357

CERTUS WEALTH MANAGEMENT LLC is a financial advisory firm situated in Redwood City, California. With a nearly $108M assets under management, the firm specializes in crafting personalized retirement planning solutions for 357 clients. The team consists of 1 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
View Full Profile

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