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Find Retirement Advisors for Retirement Planning in Santa Rosa, 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 Santa Rosa, California
Last Updated - April 18, 2024Santa Rosa has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 4 non-vetted advisors in your local area. These retirement advisors in Santa Rosa, California have an average of 28 years of experience.
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List of Qualified Retirement Planning Advisors in Santa Rosa, California
VERIFIEDJohn Cordeiro
Vintage Wealth Advisors
Qualifications
CRD# 2319931
Firm CRD# 151298
Series 6, 7, 63, 65
Minimum Assets Required
Not Specified
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, Insurance Products & Annuities.
Compensation/Fee
Fee-Based
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
VERIFIEDKristie 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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 4 Retirement Planning firms in Santa Rosa, California (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | TRAVERSO CHAMBERS PRIVATE WEALTH MANAGEMENT, LLC 917 Mendocino Ave, Santa Rosa, CA, 95401 | $452,279,220 | 380 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 2 | JDH WEALTH MANAGEMENT, LLC 181 Concourse Boulevard, Suite A Santa Rosa, CA, 95403 | $286,041,386 | 376 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 3 | ZRC WEALTH MANAGEMENT, LLC 3562 Round Barn Cir, Suite 300 Santa Rosa, CA, 95403 | $270,815,040 | 657 | 6 | A Percentage of AUM |
| 4 | CORE WEALTH PARTNERS LLC 576 B Street, Suite 2g Santa Rosa, CA, 95401 | $224,165,781 | 599 | 4 | A Percentage of AUM |
Information on Top Retirement Planning firms in Santa Rosa, California
QualificationsFirm CRD# 294019
Assets Under Management $452,279,220
No. Of Clients380
Clients Per Financial Advisor63
TRAVERSO CHAMBERS PRIVATE WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Santa Rosa, California. With a nearly $452M assets under management, the firm specializes in crafting personalized retirement planning solutions for 380 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
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 112474
Assets Under Management $286,041,386
No. Of Clients376
Clients Per Financial Advisor125
JDH WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Santa Rosa, California. With a nearly $286M assets under management, the firm specializes in crafting personalized retirement planning solutions for 376 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
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 123971
Assets Under Management $270,815,040
No. Of Clients657
Clients Per Financial Advisor110
ZRC WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Santa Rosa, California. With a nearly $271M assets under management, the firm specializes in crafting personalized retirement planning solutions for 657 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
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 322365
Assets Under Management $224,165,781
No. Of Clients599
Clients Per Financial Advisor150
CORE WEALTH PARTNERS LLC is a financial advisory firm situated in Santa Rosa, California. With a nearly $224M assets under management, the firm specializes in crafting personalized retirement planning solutions for 599 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
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
Retirement Planners Near You
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