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Find Retirement Planners for Retirement Planning in San Mateo, 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.

List of Qualified Retirement Planners in San Mateo, California

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Niagara Credit Income Fund

Lateral Investment Management

400 S El Camino Real
Suite 1100

San Mateo,CA 94402
(650) 3962200

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Hans Reese, CFP®

New Stage Investment Group®

1900 S Norfolk St, Ste 350

San Mateo,CA 94403
(650) 4580312

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Personal Capital

Personal Capital Advisors Corporation

3 Lagoon Drive
Suite 200

Redwood City,CA 94065
(650) 5561310

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Personal Capital

Personal Capital Advisors Corporation

250 Montgomery Street
Suite 700

San Francisco,CA 94104
(650) 5561310

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Personal Capital

Personal Capital Advisors Corporation

250 Montgomery Street
Suite 700

San Francisco,CA 94104
(650) 5561310

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Ken Sakamoto

Edelman Financial Engines, LLC

3945 Freedom Circle, Suite 950

Santa Clara,CA 95054
(408) 9700555

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Mallory Dinis

Edelman Financial Engines, LLC

4301 Hacienda Drive, Suite 100

Pleasanton,CA 94588
(925) 2270555

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Ron Sanchez CFP®

Viewpoint Financial Network

7011 Koll Center Pkwy, Suite 260

Pleasanton,CA 94566
(925) 2278858

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Mark Palmer

Edelman Financial Engines, LLC

2175 North California Boulevard
Suite 800

Walnut Creek,CA 94596
(925) 9625823

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William Callahan

Callahan Financial Planning Company

851 Irwin St Ste 201A

San Rafael,CA 94901
(415) 7958600

List of Additional Retirement Planners in San Mateo, California*

* Additional advisor listing is provided in partnership with YEXT

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Selina Elaine Soo - Ameriprise Financial Services, LLC

1900 O Farrell St
Ste 360

San Mateo, CA 94403
6505939170

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George Papadoyannis - Ameriprise Financial Services, LLC

1900 O Farrell St
Ste 360

San Mateo, CA 94403
6505939170

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Joshua Lelchook - Ameriprise Financial Services, LLC

1900 O Farrell St
Ste 360

San Mateo, CA 94403
6505939170

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Jeffrey S Taggart - Morgan Stanley

411 Borel Ave
Suite 220

San Mateo, CA 94402
6503581825

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Morgan Stanley

411 Borel Ave
Suite 220

San Mateo, CA 94402
6503581800

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Mark A Jones - Morgan Stanley

411 Borel Ave
Suite 220

San Mateo, CA 94402
6503581831

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Damon Chan - Morgan Stanley

411 Borel Ave
Suite 220

San Mateo, CA 94402
6503581814

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The Shaw Group - Morgan Stanley

411 Borel Ave
Suite 220

San Mateo, CA 94402
6503581809

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Philip Horowitz - Morgan Stanley

411 Borel Ave
Suite 220

San Mateo, CA 94402
6503581823

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Robert Alden Jr McLalan - Morgan Stanley

411 Borel Ave
Suite 220

San Mateo, CA 94402
6503581812

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Charles Guttas - Morgan Stanley

411 Borel Ave
Suite 220

San Mateo, CA 94402
6503581807

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Marina Perry - Morgan Stanley

411 Borel Ave
Suite 220

San Mateo, CA 94402
6503581826

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David J Nicholas - Morgan Stanley

411 Borel Ave
Suite 220

San Mateo, CA 94402
6503581829

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Larry J Shaw - Morgan Stanley

411 Borel Ave
Suite 220

San Mateo, CA 94402
6503581822

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Peter T Bergquist - Morgan Stanley

411 Borel Ave
Suite 220

San Mateo, CA 94402
6503581824

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Sherwin G. Lau - Morgan Stanley

411 Borel Ave
Suite 220

San Mateo, CA 94402
6503581809

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Ryan Lee - Ameriprise Financial Services, LLC

1900 O Farrell St
Ste 360

San Mateo, CA 94403
6505939170

* Additional advisor listing is provided in partnership with YEXT

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Frequently Asked Questions

Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

  1. Are my current savings enough to get retired?
  2. With my current savings, what will my post-retirement lifestyle look like?
  3. Should I consider making investments right before my retirement?
  4. When is the right time to pay off my mortgage-pre or post-retirement?
  5. How can I mitigate my post-retirement financial risks?

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