Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
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.
Hans Reese
CFP®, CRPC®, AAMS®
New Stage Investment Group®
Qualifications
CRD# 4334724
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
Not Specified
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.
Fee-Based, Hourly, Flat Fee, Based on Assets
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Fee-Based
Kristie Cahill
CFP®, CEP®
Haven Wealth Management
Qualifications
CRD# 4439727
Firm CRD# 281213
Series 66
Minimum Assets Required
$250,000
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.
Fee-Based, Based on Assets
Paul Stanley
CPM, CFP®
Granite Bay Wealth Management LLC
Qualifications
CRD# 2753911
Firm CRD# 174765
Series 66
Minimum Assets Required
$100,000
Not Specified.
Fee-Based, Hourly, Flat Fee, Based on Assets
David Roggenkamp
ChFC®
Commonwealth Financial Network
Qualifications
CRD# 1934091
Firm CRD# 8032
Series 7, 63
Minimum Assets Required
Not Specified
Not Specified.
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | DORSAL CAPITAL MANAGEMENT, LP 203 Redwood Shores Parkway, Redwood City, CA, 94065 | $4,666,856,704 | 7 | 16 | A Percentage of AUM, Performance Based |
2 | TEAM HEWINS, LLC 203 Redwood Shores Parkway, Suite 550 Redwood City, CA, 94065 | $2,173,718,910 | 1547 | 23 | A Percentage of AUM, Hourly charges, Fixed Fees |
3 | SQN INVESTORS LP 510 Shannon Way, No. 2111 Redwood City, CA, 94065 | $494,599,241 | 11 | 7 | 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 | $471,449,198 | 8 | 7 | A Percentage of AUM, Performance Based |
5 | WEALTHVALUES, LLC 303 Twin Dolphin Dr., Suite 600 Redwood City, CA, 94065 | $337,451,486 | 150 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
6 | ACUTA CAPITAL PARTNERS, LLC 255 Shoreline Drive, Suite 515 Redwood City, CA, 94065 | $279,460,422 | 3 | 6 | A Percentage of AUM, Performance Based |
7 | CURRAN & LEWIS INVESTMENT MANAGEMENT, INC. 555 Twin Dolphin Drive, Suite 320, Redwood City, CA, 94065 | $237,516,254 | 454 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
8 | GRIFFIN BLACK, INC. 702 Marshall Street, Suite 411 Redwood City, CA, 94063 | $186,548,590 | 582 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
9 | EVART, YOUNG & HOBBS INVESTMENT MANAGEMENT 3 Lagoon Drive, Suite 155 Redwood City, CA, 94065 | $185,936,430 | 615 | 2 | A Percentage of AUM, Fixed Fees |
10 | OCEANIQ CAPITAL, LLC 275 Shoreline Drive, Unit 120 Redwood City, CA, 94065 | $114,826,935 | 259 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based |
11 | REDWOOD PARK ADVISORS 3 Twin Dolphin Drive, Suite 210 Redwood City, CA, 94065 | $109,917,347 | 246 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
12 | CERTUS WEALTH MANAGEMENT LLC 303 Twin Dolphin Drive, Suite 600 # 59 Redwood City, CA, 94065 | $108,357,179 | 357 | 1 | A Percentage of AUM, Fixed Fees |
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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