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Find Retirement Advisors for Retirement Planning in Santa Clara, California

Q: 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.

Q: 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.

Q: 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.

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 Santa Clara, California

Last Updated - May 16, 2025

Santa Clara has 7 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 5 non-vetted advisors in your local area. These retirement advisors in Santa Clara, California have an average of 23 years of experience.

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List of Qualified Retirement Planning Advisors in Santa Clara, California

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Hetal Saki
CFP^®
AMC Wealth

Qualifications
CRD# 5403110
Firm CRD# 308157
Series 7 SIE

Minimum Assets Required
$0

Address

Serving San Francisco-Oakland-San Jose,
Fremont, CA 94555 See Details

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

Find An Advisor

VERIFIED

Parker O'Sullivan
CRPS^®
Farther Finance, LLC

Qualifications
CRD# 5923601
Firm CRD# 302050
Series 7, 63, 65

Minimum Assets Required
$0

Address

600 Moraga Rd,
Moraga, CA 94556 See Details

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

Find An Advisor

VERIFIED

The 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

Address

580 California St #2300,
San Francisco, CA 94104 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor

VERIFIED

David Roggenkamp
ChFC^®
Commonwealth Financial Network

Qualifications
CRD# 1934091
Firm CRD# 8032
Series 7, 63

Minimum Assets Required
Not Specified

Address

700 Larkspur Landing Circle, Suite 199,
Larkspur, CA 94939 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

3950 Civic Center Drive Suite 315,
San Rafael, CA 94903 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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Top 5 Retirement Planning firms in Santa Clara, California (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	3945 Freedom Circle, Suite 950 Santa Clara, CA, 95054	$270,770,414,647	1561555	1578	A percentage of AUM, Hourly charges, Subscription fees, Fixed fees, Other (SET-UP FEES & RELATED SVCS; REIMBURSEMENTS FOR PRINTED MATERIALS)
2	2350 Mission College Blvd., Suite 190, Santa Clara, CA, 95054	$1,360,544,691	408	5	A percentage of AUM, Fixed fees
3	5201 Great America Pkwy, Suite 350, Santa Clara, CA, 95054	$175,219,539	649	2	A percentage of AUM, Hourly charges, Fixed fees
4	2005 De La Cruz Blvd #120, Santa Clara, CA, 95050	$101,418,083	885	3	A percentage of AUM, Hourly charges
5	1991 Stanley Ave, Santa Clara, CA, 95050	$0	0	5	A percentage of AUM

Information on Top Retirement Planning firms in Santa Clara, California

EDELMAN FINANCIAL ENGINES

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QualificationsFirm CRD# 104510

Assets Under Management $270,770,414,647

No. Of Clients1561555

Clients Per Financial Advisor990

EDELMAN FINANCIAL ENGINES is a financial advisory firm situated in Santa Clara, California. With a nearly $271B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1561555 clients. The team consists of 1578 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Subscription fees
Fixed fees
Other (SET-UP FEES & RELATED SVCS; REIMBURSEMENTS FOR PRINTED MATERIALS)

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
Publication of periodicals and newsletters
Education seminars/workshops

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GRASSI INVESTMENT MANAGEMENT, LLC

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QualificationsFirm CRD# 108690

Assets Under Management $1,360,544,691

No. Of Clients408

Clients Per Financial Advisor82

GRASSI INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in Santa Clara, California. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 408 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

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

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NRI WEALTH MANAGEMENT, LLC

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QualificationsFirm CRD# 162234

Assets Under Management $175,219,539

No. Of Clients649

Clients Per Financial Advisor325

NRI WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Santa Clara, California. With a nearly $175M assets under management, the firm specializes in crafting personalized retirement planning solutions for 649 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

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HARPER INVESTING

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QualificationsFirm CRD# 309501

Assets Under Management $101,418,083

No. Of Clients885

Clients Per Financial Advisor295

HARPER INVESTING is a financial advisory firm situated in Santa Clara, California. With a nearly $101M assets under management, the firm specializes in crafting personalized retirement planning solutions for 885 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
Hourly charges

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses

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COVE

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QualificationsFirm CRD# 329900

Assets Under Management $0

No. Of Clients0

Clients Per Financial Advisor0

COVE is a financial advisory firm situated in Santa Clara, California. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 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

Other (INTERNET ROBO ADVISOR - ADVICE IS LIMITED TO OFFERING OF SPECIFIC ETFS)

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Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

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?

How much does a retirement planner cost?

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

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

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