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.
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.
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
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.
Fee-Based, Hourly, Commissions, 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
Qualifications
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$25,000
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.
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
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
Shad Roundy
Merrill Lynch
Qualifications
CRD# 6180525
Firm CRD# 7691
Series 7, 66
Minimum Assets Required
$500,000
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.
Fee-Based, Based on Assets
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Fee-Based
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 | CALIFORNIA FINANCIAL ADVISORS 2303 Camino Ramon, Suite 250 San Ramon, CA, 94583 | $1,489,945,325 | 3122 | 11 | A Percentage of AUM, Hourly charges, Fixed Fees |
2 | INSIGHT WEALTH STRATEGIES, LLC 2603 Camino Ramon, Suite 350 San Ramon, CA, 94583 | $807,183,902 | 1921 | 15 | 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 | $758,515,730 | 1585 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
4 | CONSILIUM WEALTH MANAGEMENT 3160 Crow Canyon Rd, Suite 150, San Ramon, CA, 94583 | $577,290,931 | 801 | 8 | A Percentage of AUM |
5 | AMERICAN INVESTORS CO 12667 Alcosta Blvd., Suite 160, San Ramon, CA, 94583 | $511,001,949 | 1917 | 37 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based |
6 | INSIGHT CAPITAL MANAGEMENT 2001 Crow Canyon Road, Suite 150 San Ramon, CA, 94583 | $220,601,269 | 645 | 3 | A Percentage of AUM, Fixed Fees |
7 | PROSPERITY WEALTH MANAGEMENT, INC. 2333 San Ramon Valley Blvd., Suite 200 San Ramon, CA, 94583 | $217,168,317 | 1330 | 50 | A Percentage of AUM, Hourly charges, Fixed Fees |
8 | PROSPERITY FINANCIAL GROUP, INC. 2333 San Ramon Valley Blvd., Suite 200 San Ramon, CA, 94583 | $213,169,347 | 1100 | 8 | A Percentage of AUM, Hourly charges, Fixed Fees |
9 | CANNON BEACH FINANCIAL ADVISORS 2603 Camino Ramon, Suite 416 San Ramon, CA, 94583 | $211,542,120 | 635 | 2 | A Percentage of AUM, Hourly charges, Fixed Fees |
10 | AUSPICIOUS FINANCIAL PLANNING, LLC 2603 Camino Ramon, Suite 200 San Ramon, CA, 94583 | $210,000,000 | 600 | 2 | A Percentage of AUM |
11 | SIMPLEX WEALTH MANAGEMENT 3160 Crow Canyon Rd, Suite 150,, San Ramon, CA, 94583 | $202,503,933 | 729 | 8 | A Percentage of AUM, Other (MARKETING REIMBURSEMENT) |
12 | ACCRETIVE WEALTH MANAGEMENT, LLC 12657 Alcosta Boulevard, Suite 150, San Ramon, CA, 94583 | $197,839,666 | 379 | 4 | A Percentage of AUM |
13 | NEW INSIGHT WEALTH ADVISORS 111 Deerwood Road, Suite 250 San Ramon, CA, 94583 | $196,796,582 | 969 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
14 | ALCOSTA CAPITAL MANAGEMENT, INC. 3180 Crow Canyon Pl., Suite 150 San Ramon, CA, 94583 | $134,720,202 | 134 | 2 | A Percentage of AUM |
15 | SECURE RETIREMENT FINANCIAL & INSURANCE SERVICES CORP. 18 Crow Canyon Court, Suite 325 San Ramon, CA, 94583 | $101,335,861 | 575 | 5 | A Percentage of AUM |
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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