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Find Retirement Advisors for Retirement Planning in Stockton, 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.

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Finding the Best Retirement Planners in Stockton, California

Last Updated - April 25, 2025

Stockton has 4 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 Stockton, California have an average of 31 years of experience.

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List of Qualified Retirement Planning Advisors in Stockton, California

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
vector.svg VERIFIED

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

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right

Top 3 Retirement Planning firms in Stockton, California (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

1776 W. March Lane, Suite 190
Stockton, CA, 95207
$963,900,00013814
A percentage of AUM, Hourly charges, Fixed fees
2

10100 Trinity Parkway, Suite 450
Stockton, CA, 95219
$273,927,7424653
A percentage of AUM, Fixed fees
3

5345 N El Dorado St., Suite 5
Stockton, CA, 95207
$158,281,29810662
A percentage of AUM, Hourly charges

Information on Top Retirement Planning firms in Stockton, California

QualificationsFirm CRD# 311949

Assets Under Management $963,900,000

No. Of Clients1381

Clients Per Financial Advisor345

FINDEC WEALTH SERVICES, INC. is a financial advisory firm situated in Stockton, California. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1381 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
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
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QualificationsFirm CRD# 316778

Assets Under Management $273,927,742

No. Of Clients465

Clients Per Financial Advisor155

DKM WEALTH MANAGEMENT, INC. is a financial advisory firm situated in Stockton, California. With a nearly $274M assets under management, the firm specializes in crafting personalized retirement planning solutions for 465 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
  • Fixed fees

Financial Planning Services

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

QualificationsFirm CRD# 315478

Assets Under Management $158,281,298

No. Of Clients1066

Clients Per Financial Advisor533

ATTENTIVE INVESTMENTS, LLC is a financial advisory firm situated in Stockton, California. With a nearly $158M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1066 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

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
View Full Profile

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