Find Top Financial Advisors in Livermore, California

David has been directly advising clients as a financial planner for 25 years. David joined Gateway Financial Advisors, Inc. and became affiliated with Cambridge Investment Research, Inc. as a Registered Representative and Investment Advisor Representative in 2014 in order to be able to offer completely independent advice to his clients.

David has been a Certified Financial Planner^™ practitioner since 2004. He earned the Chartered Life Underwriter^® designation in 2005 and the Chartered Financial Consultant^® designation in 2010, both through the American College of Bryn Mawr, PA. Recently, David completed additional training in 2020 to become a Chartered Socially Responsible Investing Counselor (CSRIC^®) to better serve the needs of my clients desiring to incorporate their values in their portfolios with sustainable, responsible, and impact investments. David is a member of the Financial Planning Association and the Northern California Planned Giving Council.

David is a graduate of UCLA with a B.A. in Political Science, and also holds a M.A. and M.Phil. in Politics from NYU, where he pursued and published doctoral research on the causes and impact of the social investing movement.

David specializes in helping successful professionals review their current tax and investment situations to plan for retirement and help efficiently transfer their assets to their children, grandchildren and charitable beneficiaries.

Helping others get the objective information they need to make sense of their options, designing a roadmap that reflects the specific concerns he hears from his clients, and supporting them to make tough but educated decisions to help gain control over their financial lives has been David's mission since he began his career in financial planning in 2000.

As a CERTIFIED FINANCIAL PLANNER^™ professional, David develops comprehensive financial planning strategies to help address client goals, and then help clients implement those strategies, often in coordination with clients' other professional advisors.

To learn more about David's fee based financial planning process, call to set up a complimentary initial consultation.

With over 15 years of industry experience, Parker is a fee-only financial advisor specializing in wealth management, financial planning, and investment management for high-net-worth individuals, executives, business owners, doctors, dentists, and retirees. He provides objective, holistic, comprehensive financial planning, investment, and retirement plan solutions that enable his clients to achieve their short and long-term financial goals.

Before Farther, Parker was most recently a wealth advisor at independent RIAs. Prior to joining the RIA side, he worked for Nuveen and Kayne Anderson in Los Angeles and Cambridge Associates in Boston. Parker holds the Chartered Retirement Plans Specialist (CRPS^®) designation from the College of Financial Planning. He is currently working on his CFP^® coursework at UC Berkley.

Parker graduated from the University of California Santa Barbara. A former ski instructor for Vail Resorts, Parker has a passion for skiing and loves spending time in the mountains. He lives in Moraga, CA, with his wife and daughter.

Farther is a new kind of financial institution, combining expert advisors and cutting-edge technology to deliver a comprehensive, personalized client experience. Backed by Lightspeed Venture Partners, Bessemer Venture Partners, Context Ventures, Cota Capital, Khosla Ventures, MassMutual Ventures, and Moneta Venture Capital, Farther caters to high-net-worth professionals who are building generational wealth and need a more holistic approach to managing their money.

Get a free financial plan

What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded September 2025, based on prior 12-month data through June 30), with nearly 1.25 million clients and more than $314 billion assets under management (as of March 31, 2026) — and prouder still of the trust clients place in us.

The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking.

We help you understand the opportunities and potential rewards available when you proactively approach your financial situation. Enhancing your understanding of financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals.

Hans Reese leads New Stage Investment Group^® as a seasoned CERTIFIED FINANCIAL PLANNER^™ professional since 2007. With a career spanning over two decades, Hans worked with top wealth management teams at Merrill Lynch and Morgan Stanley before carving a niche in personal financial planning and a fiduciary focused investment process with New Stage Investment Group^®. His strategic focus encompasses crafting tailored solutions for retirement, tax-aware investing, and optimizing cost-effective investments.

Beyond the numbers, what sets Hans apart is a diverse professional experience in hospitality, international logistics, and internet startups. This unique blend provides clients with not just financial guidance, but a global perspective and personalized service standards that transcends conventional approaches. Born and raised in Honolulu, Hawaii, and a Punahou alum, Hans pursued his interest in business and finance earning a degree from the University of Colorado, Leeds School of Business.

If you're seeking financial advice that goes beyond the numbers and prioritizes your unique goals, consider scheduling an appointment with Hans. His commitment to personalized service, coupled with an experienced understanding of the unique challenges faced by Bay Area investors, Hans can help you build a more successful and secure financial future.

We stand as an independent, fee-based investment services firm committed to guiding you through the stages of your life with continuous planning advice. Our professional investment management process is designed to leverage lower-cost, tax-efficient investments, ensuring the creation, investment, and monitoring of a personalized portfolio. The synergy of these elements culminates in a streamlined path towards greater financial success. Elevate your planning, invest with professional experience, save valuable time, and enjoy financial journey with less worry and better result.

Hans Reese is a financial advisor with, and securities and advisory services, offered through LPL Financial, a registered investment advisor, Member FINRA www.finra.org, SIPC www.sipc.org.

David Roggenkamp has been in the investment advisory business for 31 years. His practice is focused on investment management for individuals and small businesses, including retirement plans.

David also provides fee-based consulting guidance on retirement plan investments, education, fiduciary obligations for various types of trusts and qualified plans. He holds FINRA Series 7, 63 securities registrations through Commonwealth Financial Network^® and is a certified Chartered Financial Consultant (ChfC).

David was appointed Chartered Financial Consultant^® (ChFC^®) in 2000 from the American College in Bryn Mawr, Pennsylvania. The ChFC certification is a nationally recognized accreditation, demonstrating proficiency eight key areas of practice: investment analysis, capital markets, retirement planning, financial planning, investment risk management and succession planning for business owners and professionals, income tax law, and estate planning. The certification is a recognized standard for investment proficiency and fiduciary ethics in financial planning.David is involved in on-going education to affirm his ChFC certification as well as broker/dealer and regulatory agency education requirements. His immediate prior affiliations include: John Hancock Inc., Transamerica Investment Advisors Inc. David is a 1987 graduate of Kenyon College.

David works and lives in Marin County, California, and has resided with his family in the San Francisco Bay area since 1988. References furnished upon request.

Commonwealth wants you to succeed! Working with us will help you achieve financial independence. Together, we'll implement and monitor a comprehensive process for managing assets and can advise you on most other aspects of your financial life. We typically establish lifelong client relationships.


Client references furnished upon request. https://www.davidroggenkamp.com/