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Find Retirement Advisors for Retirement Planning in Walnut Creek, 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 Walnut Creek, California

Last Updated - April 8, 2024

Walnut Creek has 12 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 30 non-vetted advisors in your local area. These retirement advisors in Walnut Creek, California have an average of 23 years of experience.

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List of Qualified Retirement Planning Advisors in Walnut Creek, California

advisor-photo
vector.svg VERIFIED

David Bobrowsky
CFP®, CLU®, Chartered SRI Counselor, ChFC®
Gateway Financial Advisors, Inc.

Qualifications
CRD# 4261724
Firm CRD# 39543
Series 7, 66

Minimum Assets Required
$500,000

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, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Hourly, Commissions, Based on Assets

advisor-photo
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Paul Stanley
CPM, CFP®
Granite Bay Wealth Management LLC

Qualifications
CRD# 2753911
Firm CRD# 174765
Series 66

Minimum Assets Required
$100,000

Advisory Services:

Not Specified.

Compensation/Fee

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

advisor-photo

Qualifications
Firm CRD# 6413
Series 7, 66

Minimum Assets Required
$25,000

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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

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

advisor-photo
vector.svg VERIFIED

Kristie 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

advisor-photo
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

advisor-photo
vector.svg VERIFIED

Shad Roundy
Merrill Lynch

Qualifications
CRD# 6180525
Firm CRD# 7691
Series 7, 66

Minimum Assets Required
$500,000

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

advisor-photo
vector.svg VERIFIED

John 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

Top 15 Retirement Planning firms in Walnut Creek, California (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
SIERRA INVESTMENT PARTNERS, INC.
101 Ygnacio Vally Road, Suite 300
Walnut Creek, CA, 94596-4061
$4,162,472,1511128
A Percentage of AUM
2
DESTINATION WEALTH MANAGEMENT
1255 Treat Boulevard, Suite 900
Walnut Creek, CA, 94597
$3,211,516,711546351
A Percentage of AUM, Hourly charges, Fixed Fees
3
ADVISOR PARTNERS
2185 North California Blvd, Suite 290
Walnut Creek, CA, 94596
$1,942,593,91811119
A Percentage of AUM
4
GEMMER ASSET MANAGEMENT LLC
1655 North Main St, Suite 360
Walnut Creek, CA, 94596
$1,448,827,138320612
A Percentage of AUM
5
INSIGNIA CAPITAL GROUP, L.P.
1333 N. California Blvd., Suite 520
Walnut Creek, CA, 94596
$1,301,822,298413
A Percentage of AUM, Performance Based
6
THOMAS DOLL
165 Lennon Lane, Suite 200
Walnut Creek, CA, 94598
$1,252,444,107253413
A Percentage of AUM, Hourly charges, Fixed Fees
7
HAHN CAPITAL MANAGEMENT, LLC
1990 N California Blvd, Ste 600
Walnut Creek, CA, 94596
$968,000,000956
A Percentage of AUM
8
BURTON ENRIGHT WELCH
1850 Mt. Diablo Boulevard, Suite 335
Walnut Creek, CA, 94596
$922,643,880166817
A Percentage of AUM, Hourly charges, Fixed Fees
9
GARRISON POINT CAPITAL, LLC
2033 N Main Street, Suite 1050
Walnut Creek, CA, 94596
$853,936,991387
A Percentage of AUM, Performance Based
10
BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.
Two Walnut Creek Center, 200 Pringle Avenue, Suite 555
Walnut Creek, CA, 94596
$654,449,283183317
A Percentage of AUM
11
SBJ CAPITAL
2001 North Main Street, Suite 650
Walnut Creek, CA, 94596
$576,677,5541513
A Percentage of AUM, Fixed Fees, Performance Based
12
J.P. KING ADVISORS, INC.
1600 South Main Street, Suite 275
Walnut Creek, CA, 94596-8810
$575,900,00013107
A Percentage of AUM, Fixed Fees
13
CASTLE ROCK WEALTH MANAGEMENT, LLC
1777 Botelho Dr., Suite 105
Walnut Creek, CA, 94596
$418,941,85317089
A Percentage of AUM
14
BOLTWOOD CAPITAL MANAGEMENT
100 Pringle Avenue, Suite 770
Walnut Creek, CA, 94596
$319,298,2103892
A Percentage of AUM, Fixed Fees
15
CEDAR WEALTH MANAGEMENT
1990 North California Blvd, 8th Floor,
Walnut Creek, CA, 94596
$314,320,3781014
A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Walnut Creek, California

QualificationsFirm CRD# 110954

Assets Under Management $4,162,472,151

No. Of Clients112

Clients Per Financial Advisor14

SIERRA INVESTMENT PARTNERS, INC. is a financial advisory firm situated in Walnut Creek, California. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 112 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 110365

Assets Under Management $3,211,516,711

No. Of Clients5463

Clients Per Financial Advisor107

DESTINATION WEALTH MANAGEMENT is a financial advisory firm situated in Walnut Creek, California. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5463 clients. The team consists of 51 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
View Full Profile

QualificationsFirm CRD# 321633

Assets Under Management $1,942,593,918

No. Of Clients1111

Clients Per Financial Advisor123

ADVISOR PARTNERS is a financial advisory firm situated in Walnut Creek, California. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1111 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 109034

Assets Under Management $1,448,827,138

No. Of Clients3206

Clients Per Financial Advisor267

GEMMER ASSET MANAGEMENT LLC is a financial advisory firm situated in Walnut Creek, California. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3206 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 169772

Assets Under Management $1,301,822,298

No. Of Clients4

Clients Per Financial Advisor0

INSIGNIA CAPITAL GROUP, L.P. is a financial advisory firm situated in Walnut Creek, California. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 13 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 pooled Investment
View Full Profile

QualificationsFirm CRD# 108052

Assets Under Management $1,252,444,107

No. Of Clients2534

Clients Per Financial Advisor195

THOMAS DOLL is a financial advisory firm situated in Walnut Creek, California. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2534 clients. The team consists of 13 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
View Full Profile

QualificationsFirm CRD# 108911

Assets Under Management $968,000,000

No. Of Clients95

Clients Per Financial Advisor16

HAHN CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Walnut Creek, California. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 95 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

  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 118376

Assets Under Management $922,643,880

No. Of Clients1668

Clients Per Financial Advisor98

BURTON ENRIGHT WELCH is a financial advisory firm situated in Walnut Creek, California. With a nearly $923M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1668 clients. The team consists of 17 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
View Full Profile

QualificationsFirm CRD# 165590

Assets Under Management $853,936,991

No. Of Clients38

Clients Per Financial Advisor5

GARRISON POINT CAPITAL, LLC is a financial advisory firm situated in Walnut Creek, California. With a nearly $854M assets under management, the firm specializes in crafting personalized retirement planning solutions for 38 clients. The team consists of 7 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 Individuals
  • Portfolio Management for Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 107326

Assets Under Management $654,449,283

No. Of Clients1833

Clients Per Financial Advisor108

BEDELL FRAZIER INVESTMENT COUNSELLING, LLC. is a financial advisory firm situated in Walnut Creek, California. With a nearly $654M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1833 clients. The team consists of 17 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
  • Portfolio Management for Business
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 293841

Assets Under Management $576,677,554

No. Of Clients15

Clients Per Financial Advisor1

SBJ CAPITAL is a financial advisory firm situated in Walnut Creek, California. With a nearly $577M assets under management, the firm specializes in crafting personalized retirement planning solutions for 15 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 112109

Assets Under Management $575,900,000

No. Of Clients1310

Clients Per Financial Advisor187

J.P. KING ADVISORS, INC. is a financial advisory firm situated in Walnut Creek, California. With a nearly $576M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1310 clients. The team consists of 7 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
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 199513

Assets Under Management $418,941,853

No. Of Clients1708

Clients Per Financial Advisor190

CASTLE ROCK WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Walnut Creek, California. With a nearly $419M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1708 clients. The team consists of 9 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
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 110293

Assets Under Management $319,298,210

No. Of Clients389

Clients Per Financial Advisor195

BOLTWOOD CAPITAL MANAGEMENT is a financial advisory firm situated in Walnut Creek, California. With a nearly $319M assets under management, the firm specializes in crafting personalized retirement planning solutions for 389 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
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 167149

Assets Under Management $314,320,378

No. Of Clients101

Clients Per Financial Advisor25

CEDAR WEALTH MANAGEMENT is a financial advisory firm situated in Walnut Creek, California. With a nearly $314M assets under management, the firm specializes in crafting personalized retirement planning solutions for 101 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
  • Portfolio Management for Individuals
View Full Profile

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