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Find Retirement Advisors for Retirement Planning in San Jose, 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 San Jose, California

Last Updated - April 24, 2025

San Jose has 8 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 17 non-vetted advisors in your local area. These retirement advisors in San Jose, California have an average of 25 years of experience.

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List of Qualified Retirement Planning Advisors in San Jose, California

advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor
vector.svg VERIFIED

Hetal 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

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advisor
vector.svg VERIFIED

Parker 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

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advisor

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

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advisor
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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

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor
vector.svg VERIFIED

John 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

Find An Advisor arrow-right

Top 15 Retirement Planning firms in San Jose, California (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

2680 North First Street, Suite 250
San Jose, CA, 95134
$2,152,219,6694040
A percentage of AUM, Fixed fees, Performance Based
2

2570 N. First St, Second Floor, Suite 276
San Jose, CA, 95131
$1,136,720,218552
A percentage of AUM, Fixed fees
3

1732 North 1st Street, Suite 220
San Jose, CA, 95112
$1,117,452,99218838
A percentage of AUM
4

1731 Technology Drive, Suite 810
San Jose, CA, 95110
$1,083,848,65015237
A percentage of AUM
5

1760 The Alameda,
San Jose, CA, 95126
$760,769,60876711
A percentage of AUM, Hourly charges, Fixed fees
6

353 Piercy Road,
San Jose, CA, 95138
$623,528,61817327
A percentage of AUM, Hourly charges, Fixed fees
7

1475 Saratoga Avenue, Suite 200
San Jose, CA, 95129
$501,727,94312546
A percentage of AUM
8

2160 The Alameda, Suite A
San Jose, CA, 95126
$478,899,91511924
A percentage of AUM, Fixed fees
9

1978 The Alameda,
San Jose, CA, 95126
$405,475,7319862
A percentage of AUM, Hourly charges
10

1226 Lincoln Ave, Suite 200
San Jose, CA, 95125
$309,930,53485914
A percentage of AUM, Fixed fees
11

1190 Saratoga Ave., Suite 140,
San Jose, CA, 95129
$265,206,1306666
A percentage of AUM, Hourly charges, Fixed fees
12

1884 The Alameda,
San Jose, CA, 95126
$165,734,6265364
A percentage of AUM, Hourly charges, Fixed fees
13

2001 Gateway Place, Suite 600w
San Jose, CA, 95110
$121,965,5761897
A percentage of AUM, Hourly charges, Fixed fees
14

150 Almaden Blvd, Suite 1250
San Jose, CA, 95113
$86,104,60535
A percentage of AUM, Performance Based
15

111 N. Market St, Suite 300
San Jose, CA, 95113
$95,30830
A percentage of AUM

Information on Top Retirement Planning firms in San Jose, California

QualificationsFirm CRD# 164588

Assets Under Management $2,152,219,669

No. Of Clients40

Clients Per Financial Advisor1

PEGASUS TECH VENTURES, INC. is a financial advisory firm situated in San Jose, California. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 40 clients. The team consists of 40 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based

Financial Planning Services

  • Portfolio management for pooled investment vehicles
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QualificationsFirm CRD# 154756

Assets Under Management $1,136,720,218

No. Of Clients55

Clients Per Financial Advisor28

SILICON VALLEY RETIREMENT SERVICES, LLC is a financial advisory firm situated in San Jose, California. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 55 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

  • Pesnsion consulting services
  • Selection for other advisors
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QualificationsFirm CRD# 139237

Assets Under Management $1,117,452,992

No. Of Clients1883

Clients Per Financial Advisor235

WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC is a financial advisory firm situated in San Jose, California. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1883 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

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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QualificationsFirm CRD# 125114

Assets Under Management $1,083,848,650

No. Of Clients1523

Clients Per Financial Advisor218

SILICON VALLEY CAPITAL PARTNERS, L.P. is a financial advisory firm situated in San Jose, California. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1523 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

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 312875

Assets Under Management $760,769,608

No. Of Clients767

Clients Per Financial Advisor70

KERA CAPITAL PARTNERS is a financial advisory firm situated in San Jose, California. With a nearly $761M assets under management, the firm specializes in crafting personalized retirement planning solutions for 767 clients. The team consists of 11 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

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
  • Other (CONSULTING)
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QualificationsFirm CRD# 167151

Assets Under Management $623,528,618

No. Of Clients1732

Clients Per Financial Advisor247

CONCENTRUM WEALTH MANAGEMENT is a financial advisory firm situated in San Jose, California. With a nearly $624M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1732 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 services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 226661

Assets Under Management $501,727,943

No. Of Clients1254

Clients Per Financial Advisor209

BETTERWEALTH LLC is a financial advisory firm situated in San Jose, California. With a nearly $502M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1254 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

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
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QualificationsFirm CRD# 157913

Assets Under Management $478,899,915

No. Of Clients1192

Clients Per Financial Advisor298

CLARITY WEALTH ADVISORS is a financial advisory firm situated in San Jose, California. With a nearly $479M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1192 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 services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
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QualificationsFirm CRD# 284082

Assets Under Management $405,475,731

No. Of Clients986

Clients Per Financial Advisor493

TTP INVESTMENTS, INC. is a financial advisory firm situated in San Jose, California. With a nearly $405M assets under management, the firm specializes in crafting personalized retirement planning solutions for 986 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

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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QualificationsFirm CRD# 329135

Assets Under Management $309,930,534

No. Of Clients859

Clients Per Financial Advisor61

POTENTIA WEALTH is a financial advisory firm situated in San Jose, California. With a nearly $310M assets under management, the firm specializes in crafting personalized retirement planning solutions for 859 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
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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QualificationsFirm CRD# 139009

Assets Under Management $265,206,130

No. Of Clients666

Clients Per Financial Advisor111

RETIREMENT CAPITAL STRATEGIES, INC. is a financial advisory firm situated in San Jose, California. With a nearly $265M assets under management, the firm specializes in crafting personalized retirement planning solutions for 666 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 services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
View Full Profile

QualificationsFirm CRD# 133743

Assets Under Management $165,734,626

No. Of Clients536

Clients Per Financial Advisor134

DWR WEALTH MANAGEMENT, LLC is a financial advisory firm situated in San Jose, California. With a nearly $166M assets under management, the firm specializes in crafting personalized retirement planning solutions for 536 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
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 127758

Assets Under Management $121,965,576

No. Of Clients189

Clients Per Financial Advisor27

LEGACY WEALTH ADVISORS, LLC is a financial advisory firm situated in San Jose, California. With a nearly $122M assets under management, the firm specializes in crafting personalized retirement planning solutions for 189 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 services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 150647

Assets Under Management $86,104,605

No. Of Clients3

Clients Per Financial Advisor1

FIRSTHAND CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in San Jose, California. With a nearly $86M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 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
  • Performance Based

Financial Planning Services

  • Portfolio management for investment companies
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QualificationsFirm CRD# 314872

Assets Under Management $95,308

No. Of Clients3

Clients Per Financial AdvisorInfinity

XOOMFI ADVISORS is a financial advisory firm situated in San Jose, California. With a nearly $100K assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 0 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 and/or small businesses
  • Portfolio management for businesses or institutional clients
View Full Profile

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