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Find Retirement Advisors for Retirement Planning in San Ramon, 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 Ramon, California
Last Updated - April 25, 2025San Ramon has 9 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 16 non-vetted advisors in your local area. These retirement advisors in San Ramon, California have an average of 22 years of experience.
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List of Qualified Retirement Planning Advisors in San Ramon, California
VERIFIEDDavid Bobrowsky
CFP®, CLU®, Chartered SRI Counselor, ChFC®
Gateway Financial Advisors, Inc.
Qualifications
CRD# 4261724
Firm CRD# 39543
Series 7, 66
Minimum Assets Required
$500,000
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, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Hourly, Commissions, 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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, 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
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, 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
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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in San Ramon, California (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 12657 Alcosta Blvd, Suite 470 San Ramon, CA, 94583 | $1,739,370,943 | 1490 | 11 | A percentage of AUM, Hourly charges, Fixed fees |
| 2 | 2603 Camino Ramon, Suite 350 San Ramon, CA, 94583 | $932,033,936 | 1962 | 12 | A percentage of AUM, Hourly charges, Fixed fees |
| 3 | 2000 Crow Canyon Place, Suite 430 San Ramon, CA, 94583 | $878,846,223 | 1644 | 4 | A percentage of AUM, Hourly charges, Fixed fees |
| 4 | 2000 Crow Canyon Place, Suite 410 San Ramon, CA, 94583 | $721,011,171 | 917 | 10 | A percentage of AUM, Fixed fees |
| 5 | 12667 Alcosta Blvd., Suite 160, San Ramon, CA, 94583 | $616,901,590 | 1815 | 32 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based |
| 6 | 2001 Crow Canyon Road, Suite 150 San Ramon, CA, 94583 | $281,600,000 | 780 | 5 | A percentage of AUM, Fixed fees |
| 7 | 2333 San Ramon Valley Blvd., Suite 200 San Ramon, CA, 94583 | $261,720,996 | 1109 | 9 | A percentage of AUM, Hourly charges, Fixed fees |
| 8 | 111 Deerwood Road, Suite 250 San Ramon, CA, 94583 | $258,300,000 | 331 | 7 | A percentage of AUM, Hourly charges, Fixed fees |
| 9 | 2333 San Ramon Valley Blvd., Suite 200 San Ramon, CA, 94583 | $243,370,500 | 1611 | 50 | A percentage of AUM, Hourly charges, Fixed fees |
| 10 | 2603 Camino Ramon, Suite 200 San Ramon, CA, 94583 | $235,120,000 | 600 | 2 | A percentage of AUM |
| 11 | 12657 Alcosta Boulevard, Suite 150, San Ramon, CA, 94583 | $232,276,233 | 427 | 4 | A percentage of AUM |
| 12 | 2603 Camino Ramon, Suite 416 San Ramon, CA, 94583 | $175,913,050 | 537 | 2 | A percentage of AUM, Hourly charges, Fixed fees |
| 13 | 3180 Crow Canyon Pl., Suite 150 San Ramon, CA, 94583 | $173,465,854 | 132 | 2 | A percentage of AUM |
| 14 | 2819 Crow Canyon Road, Suite 101 San Ramon, CA, 94583 | $154,990,000 | 256 | 2 | A percentage of AUM, Hourly charges, Fixed fees |
| 15 | 2333. San Ramon Valley Boulevard, Suite 250 San Ramon, CA, 94583 | $96,627,501 | 546 | 5 | A percentage of AUM |
Information on Top Retirement Planning firms in San Ramon, California
QualificationsFirm CRD# 110152
Assets Under Management $1,739,370,943
No. Of Clients1490
Clients Per Financial Advisor135
CALIFORNIA FINANCIAL ADVISORS is a financial advisory firm situated in San Ramon, California. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1490 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
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (CONSULTING)
QualificationsFirm CRD# 293644
Assets Under Management $932,033,936
No. Of Clients1962
Clients Per Financial Advisor164
INSIGHT WEALTH STRATEGIES, LLC is a financial advisory firm situated in San Ramon, California. With a nearly $932M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1962 clients. The team consists of 12 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
- Publication of periodicals and newsletters
- Education seminars/workshops
QualificationsFirm CRD# 104557
Assets Under Management $878,846,223
No. Of Clients1644
Clients Per Financial Advisor411
THE PACIFIC CENTER FOR FINANCIAL SERVICES is a financial advisory firm situated in San Ramon, California. With a nearly $879M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1644 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
QualificationsFirm CRD# 285972
Assets Under Management $721,011,171
No. Of Clients917
Clients Per Financial Advisor92
SUMMIT WEALTH AND RETIREMENT PARTNERS is a financial advisory firm situated in San Ramon, California. With a nearly $721M assets under management, the firm specializes in crafting personalized retirement planning solutions for 917 clients. The team consists of 10 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
QualificationsFirm CRD# 38
Assets Under Management $616,901,590
No. Of Clients1815
Clients Per Financial Advisor57
AMERICAN INVESTORS CO is a financial advisory firm situated in San Ramon, California. With a nearly $617M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1815 clients. The team consists of 32 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Commission Based
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
QualificationsFirm CRD# 314558
Assets Under Management $281,600,000
No. Of Clients780
Clients Per Financial Advisor156
INSIGHT CAPITAL MANAGEMENT is a financial advisory firm situated in San Ramon, California. With a nearly $282M assets under management, the firm specializes in crafting personalized retirement planning solutions for 780 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
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 145540
Assets Under Management $261,720,996
No. Of Clients1109
Clients Per Financial Advisor123
PROSPERITY FINANCIAL GROUP, INC. is a financial advisory firm situated in San Ramon, California. With a nearly $262M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1109 clients. The team consists of 9 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
QualificationsFirm CRD# 318083
Assets Under Management $258,300,000
No. Of Clients331
Clients Per Financial Advisor47
NEW INSIGHT WEALTH ADVISORS is a financial advisory firm situated in San Ramon, California. With a nearly $258M assets under management, the firm specializes in crafting personalized retirement planning solutions for 331 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
- Pesnsion consulting services
QualificationsFirm CRD# 174328
Assets Under Management $243,370,500
No. Of Clients1611
Clients Per Financial Advisor32
PROSPERITY WEALTH MANAGEMENT, INC. is a financial advisory firm situated in San Ramon, California. With a nearly $243M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1611 clients. The team consists of 50 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# 297962
Assets Under Management $235,120,000
No. Of Clients600
Clients Per Financial Advisor300
AUSPICIOUS FINANCIAL PLANNING, LLC is a financial advisory firm situated in San Ramon, California. With a nearly $235M assets under management, the firm specializes in crafting personalized retirement planning solutions for 600 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
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
QualificationsFirm CRD# 164341
Assets Under Management $232,276,233
No. Of Clients427
Clients Per Financial Advisor107
ACCRETIVE WEALTH MANAGEMENT, LLC is a financial advisory firm situated in San Ramon, California. With a nearly $232M assets under management, the firm specializes in crafting personalized retirement planning solutions for 427 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
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
QualificationsFirm CRD# 140959
Assets Under Management $175,913,050
No. Of Clients537
Clients Per Financial Advisor269
CANNON BEACH FINANCIAL ADVISORS is a financial advisory firm situated in San Ramon, California. With a nearly $176M assets under management, the firm specializes in crafting personalized retirement planning solutions for 537 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
- Other (TAX PREPARATION SERVICES)
QualificationsFirm CRD# 128679
Assets Under Management $173,465,854
No. Of Clients132
Clients Per Financial Advisor66
ALCOSTA CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in San Ramon, California. With a nearly $173M assets under management, the firm specializes in crafting personalized retirement planning solutions for 132 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
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 173885
Assets Under Management $154,990,000
No. Of Clients256
Clients Per Financial Advisor128
CAREY WEALTH MANAGEMENT is a financial advisory firm situated in San Ramon, California. With a nearly $155M assets under management, the firm specializes in crafting personalized retirement planning solutions for 256 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
QualificationsFirm CRD# 132777
Assets Under Management $96,627,501
No. Of Clients546
Clients Per Financial Advisor109
SECURE RETIREMENT FINANCIAL & INSURANCE SERVICES CORP. is a financial advisory firm situated in San Ramon, California. With a nearly $100M assets under management, the firm specializes in crafting personalized retirement planning solutions for 546 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
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Education seminars/workshops
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