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Find Retirement Advisors for Retirement Planning in South San Francisco, 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 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 South San Francisco, California

Last Updated - April 25, 2025

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.

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List of Qualified Retirement Planning Advisors in South San Francisco, California

advisor

Qualifications
Firm CRD# 249
Series 7, 8, 63, 65, 66

Minimum Assets Required
Not Specified

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

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advisor
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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

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advisor
vector.svg VERIFIED

Hetal Saki
CFP®
AMC Wealth

Qualifications
CRD# 5403110
Firm CRD# 308157
Series 7 SIE

Minimum Assets Required
$0

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

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advisor
vector.svg VERIFIED

Parker O'Sullivan
CRPS®
Farther Finance, LLC

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

Minimum Assets Required
$0

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

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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Top 3 Retirement Planning firms in South San Francisco, California (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

395 Oyster Point, Suite 511,
South San Francisco, CA, 94080
$386,937,00013
A percentage of AUM, Performance Based
2

400 Oyster Point Blvd., Suite 407
South San Francisco, CA, 94080
$257,648,9884173
A percentage of AUM
3

611 Gateway Blvd, Suite 252
South San Francisco, CA, 94080
$223,308,83445
Performance Based, Other (ANNUALLY NEGOTIATED MANAGEMENT FEE)

Information on Top Retirement Planning firms in South San Francisco, California

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.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for businesses or institutional clients
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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.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
View Full Profile

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.

Fee Structure

  • Performance Based
  • Other (ANNUALLY NEGOTIATED MANAGEMENT FEE)

Financial Planning Services

  • Portfolio management for pooled investment vehicles
View Full Profile

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