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 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.
South San Francisco has 7 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 3 non-vetted advisors in your local area. These retirement advisors in South San Francisco, California have an average of 23 years of experience.
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
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
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
Hetal Saki
CFP®
AMC Wealth
Qualifications
CRD# 5403110
Firm CRD# 308157
Series 7 SIE
Minimum Assets Required
$0
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
Fee-Only, Hourly, Based on Assets
Parker O'Sullivan
CRPS®
Farther Finance, LLC
Qualifications
CRD# 5923601
Firm CRD# 302050
Series 7, 63, 65
Minimum Assets Required
$0
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
Fee-Only, Flat Fee, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 395 Oyster Point, Suite 511, South San Francisco, CA, 94080 | $386,937,000 | 1 | 3 | A percentage of AUM, Performance Based |
2 | 400 Oyster Point Blvd., Suite 407 South San Francisco, CA, 94080 | $257,648,988 | 417 | 3 | A percentage of AUM |
3 | 611 Gateway Blvd, Suite 252 South San Francisco, CA, 94080 | $223,308,834 | 4 | 5 | Performance Based, Other (ANNUALLY NEGOTIATED MANAGEMENT FEE) |
QualificationsFirm CRD# 304196
Assets Under Management $386,937,000
No. Of Clients1
Clients Per Financial Advisor0
ORSO PARTNERS, LP is a financial advisory firm situated in South San Francisco, California. With a nearly $387M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 156541
Assets Under Management $257,648,988
No. Of Clients417
Clients Per Financial Advisor139
ALPHA SOLUTIONS INVESTMENT ADVISORS is a financial advisory firm situated in South San Francisco, California. With a nearly $258M assets under management, the firm specializes in crafting personalized retirement planning solutions for 417 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 311857
Assets Under Management $223,308,834
No. Of Clients4
Clients Per Financial Advisor1
BANYAN ALPHA INVESTMENT L.P. is a financial advisory firm situated in South San Francisco, California. With a nearly $223M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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.