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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 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 San Ramon, California

Last Updated - March 21, 2024

San Ramon has 10 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 18 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

advisor-photo
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David 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

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

Qualifications
Firm CRD# 6413
Series 7, 66

Minimum Assets Required
$25,000

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

advisor-photo
vector.svg VERIFIED

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
vector.svg VERIFIED

Shad Roundy
Merrill Lynch

Qualifications
CRD# 6180525
Firm CRD# 7691
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, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, 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
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 15 Retirement Planning firms in San Ramon, California (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
CALIFORNIA FINANCIAL ADVISORS
2303 Camino Ramon, Suite 250
San Ramon, CA, 94583
$1,489,945,325312211
A Percentage of AUM, Hourly charges, Fixed Fees
2
INSIGHT WEALTH STRATEGIES, LLC
2603 Camino Ramon, Suite 350
San Ramon, CA, 94583
$807,183,902192115
A Percentage of AUM, Hourly charges, Fixed Fees
3
THE PACIFIC CENTER FOR FINANCIAL SERVICES
2000 Crow Canyon Place, Suite 430
San Ramon, CA, 94583
$758,515,73015854
A Percentage of AUM, Hourly charges, Fixed Fees
4
CONSILIUM WEALTH MANAGEMENT
3160 Crow Canyon Rd, Suite 150,
San Ramon, CA, 94583
$577,290,9318018
A Percentage of AUM
5
AMERICAN INVESTORS CO
12667 Alcosta Blvd., Suite 160,
San Ramon, CA, 94583
$511,001,949191737
A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based
6
INSIGHT CAPITAL MANAGEMENT
2001 Crow Canyon Road, Suite 150
San Ramon, CA, 94583
$220,601,2696453
A Percentage of AUM, Fixed Fees
7
PROSPERITY WEALTH MANAGEMENT, INC.
2333 San Ramon Valley Blvd., Suite 200
San Ramon, CA, 94583
$217,168,317133050
A Percentage of AUM, Hourly charges, Fixed Fees
8
PROSPERITY FINANCIAL GROUP, INC.
2333 San Ramon Valley Blvd., Suite 200
San Ramon, CA, 94583
$213,169,34711008
A Percentage of AUM, Hourly charges, Fixed Fees
9
CANNON BEACH FINANCIAL ADVISORS
2603 Camino Ramon, Suite 416
San Ramon, CA, 94583
$211,542,1206352
A Percentage of AUM, Hourly charges, Fixed Fees
10
AUSPICIOUS FINANCIAL PLANNING, LLC
2603 Camino Ramon, Suite 200
San Ramon, CA, 94583
$210,000,0006002
A Percentage of AUM
11
SIMPLEX WEALTH MANAGEMENT
3160 Crow Canyon Rd, Suite 150,,
San Ramon, CA, 94583
$202,503,9337298
A Percentage of AUM, Other (MARKETING REIMBURSEMENT)
12
ACCRETIVE WEALTH MANAGEMENT, LLC
12657 Alcosta Boulevard, Suite 150,
San Ramon, CA, 94583
$197,839,6663794
A Percentage of AUM
13
NEW INSIGHT WEALTH ADVISORS
111 Deerwood Road, Suite 250
San Ramon, CA, 94583
$196,796,5829696
A Percentage of AUM, Hourly charges, Fixed Fees
14
ALCOSTA CAPITAL MANAGEMENT, INC.
3180 Crow Canyon Pl., Suite 150
San Ramon, CA, 94583
$134,720,2021342
A Percentage of AUM
15
SECURE RETIREMENT FINANCIAL & INSURANCE SERVICES CORP.
18 Crow Canyon Court, Suite 325
San Ramon, CA, 94583
$101,335,8615755
A Percentage of AUM

Information on Top Retirement Planning firms in San Ramon, California

QualificationsFirm CRD# 110152

Assets Under Management $1,489,945,325

No. Of Clients3122

Clients Per Financial Advisor284

CALIFORNIA FINANCIAL ADVISORS is a financial advisory firm situated in San Ramon, California. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3122 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
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 293644

Assets Under Management $807,183,902

No. Of Clients1921

Clients Per Financial Advisor128

INSIGHT WEALTH STRATEGIES, LLC is a financial advisory firm situated in San Ramon, California. With a nearly $807M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1921 clients. The team consists of 15 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
  • Pension Consulting Services
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 104557

Assets Under Management $758,515,730

No. Of Clients1585

Clients Per Financial Advisor396

THE PACIFIC CENTER FOR FINANCIAL SERVICES is a financial advisory firm situated in San Ramon, California. With a nearly $759M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1585 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
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 155343

Assets Under Management $577,290,931

No. Of Clients801

Clients Per Financial Advisor100

CONSILIUM WEALTH MANAGEMENT is a financial advisory firm situated in San Ramon, California. With a nearly $577M assets under management, the firm specializes in crafting personalized retirement planning solutions for 801 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
  • Portfolio Management for Individuals
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 38

Assets Under Management $511,001,949

No. Of Clients1917

Clients Per Financial Advisor52

AMERICAN INVESTORS CO is a financial advisory firm situated in San Ramon, California. With a nearly $511M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1917 clients. The team consists of 37 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 314558

Assets Under Management $220,601,269

No. Of Clients645

Clients Per Financial Advisor215

INSIGHT CAPITAL MANAGEMENT is a financial advisory firm situated in San Ramon, California. With a nearly $221M assets under management, the firm specializes in crafting personalized retirement planning solutions for 645 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
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 174328

Assets Under Management $217,168,317

No. Of Clients1330

Clients Per Financial Advisor27

PROSPERITY WEALTH MANAGEMENT, INC. is a financial advisory firm situated in San Ramon, California. With a nearly $217M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1330 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
  • Portfolio Management for Individuals
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 145540

Assets Under Management $213,169,347

No. Of Clients1100

Clients Per Financial Advisor138

PROSPERITY FINANCIAL GROUP, INC. is a financial advisory firm situated in San Ramon, California. With a nearly $213M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1100 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
  • Hourly charges
  • Fixed Fees

Financial Planning Services

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

QualificationsFirm CRD# 140959

Assets Under Management $211,542,120

No. Of Clients635

Clients Per Financial Advisor318

CANNON BEACH FINANCIAL ADVISORS is a financial advisory firm situated in San Ramon, California. With a nearly $212M assets under management, the firm specializes in crafting personalized retirement planning solutions for 635 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
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 297962

Assets Under Management $210,000,000

No. Of Clients600

Clients Per Financial Advisor300

AUSPICIOUS FINANCIAL PLANNING, LLC is a financial advisory firm situated in San Ramon, California. With a nearly $210M 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

  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 170265

Assets Under Management $202,503,933

No. Of Clients729

Clients Per Financial Advisor91

SIMPLEX WEALTH MANAGEMENT is a financial advisory firm situated in San Ramon, California. With a nearly $203M assets under management, the firm specializes in crafting personalized retirement planning solutions for 729 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
  • Other (MARKETING REIMBURSEMENT)

Financial Planning Services

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

QualificationsFirm CRD# 164341

Assets Under Management $197,839,666

No. Of Clients379

Clients Per Financial Advisor95

ACCRETIVE WEALTH MANAGEMENT, LLC is a financial advisory firm situated in San Ramon, California. With a nearly $198M assets under management, the firm specializes in crafting personalized retirement planning solutions for 379 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
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 318083

Assets Under Management $196,796,582

No. Of Clients969

Clients Per Financial Advisor162

NEW INSIGHT WEALTH ADVISORS is a financial advisory firm situated in San Ramon, California. With a nearly $197M assets under management, the firm specializes in crafting personalized retirement planning solutions for 969 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
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 128679

Assets Under Management $134,720,202

No. Of Clients134

Clients Per Financial Advisor67

ALCOSTA CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in San Ramon, California. With a nearly $135M assets under management, the firm specializes in crafting personalized retirement planning solutions for 134 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
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 132777

Assets Under Management $101,335,861

No. Of Clients575

Clients Per Financial Advisor115

SECURE RETIREMENT FINANCIAL & INSURANCE SERVICES CORP. is a financial advisory firm situated in San Ramon, California. With a nearly $101M assets under management, the firm specializes in crafting personalized retirement planning solutions for 575 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Educational Seminars/ Workshops
View Full Profile

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