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Find Top Financial Advisors in San Ramon, California

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in San Ramon, California
Last Updated - 20-Mar-2023

San Ramon has 10 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 21 non-vetted advisors in your local area. These financial advisors in San Ramon, California have an average of 17 years of experience.

NOTE: The list of financial advisors in San Ramon, California mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in San Ramon, California.

Qualified Financial Advisors in San Ramon, California
Financial Advisor Experience AUM Minimum Assets Fee Structure
Janet Wan
CFP®, CPFA
SIERRA PACIFIC FINANCIAL ADVISORS
7077 Koll Center Parkway,
Suite 120,
Pleasanton, CA 94566
Not Disclosed Not Specified Not Specified Fee-Only
David Bobrowsky
CFP®, Chartered SRI Counselor, ChFC®
GATEWAY FINANCIAL ADVISORS, INC.
1261 Locust St.,
Suite #60,
Walnut Creek, CA 94596
21 Not Specified Not Specified Fee-Based
Personal Capital
PERSONAL CAPITAL
3 Lagoon Drive,
Suite 200,
Redwood City, CA 94065
250 Montgomery Street,
San Francisco, CA 94104
250 Montgomery Street,
San Francisco, CA 94104
11 $22,400,000,000 $100,000 Fee-Based
Allworth Financial
ALLWORTH FINANCIAL
1550 The Alameda, Suite 125,
San Jose, CA 95126
Not Disclosed $10,000,000,000 Not Specified Fee-Based
David Roggenkamp
ChFC®
COMMONWEALTH FINANCIAL NETWORK
700 Larkspur Landing Circle, Suite 199,
Larkspur, CA 94939
31 Not Specified Not Specified Fee-Based
Allworth Financial
CFP®
ALLWORTH FINANCIAL
644 North Santa Cruz Ave Suite 4,
Los Gatos, CA 95030
8775 Folsom Blvd Suite 100,
Sacramento, CA 95826
8775 Folsom Blvd Suite 100,
Sacramento, CA 95826
Not Disclosed $10,000,000,000 Not Specified Fee-Based

Information on Qualified Financial Advisors in San Ramon

Qualifications CRD# 4537792
Firm CRD# 131738
Series 65

Compensation/Fee Fee-Only, Flat Fee, Based on Assets


Office Location 7077 Koll Center Parkway,
Suite 120,
Pleasanton,
CA
94566
Phone Number 925-223-8868

Janet is the founder and the president of Sierra Pacific Financial Advisors, LLC (SPFA), an independent fee-only Register Investment Advisory (RIA) that focuses on financial planning, wealth management and corporate retirement planning. Janet oversees operations, client relations, business development and strategic planning for SPFA. She leads the investment committee at SPFA to define comprehensive planning strategies and sophisticated investment solutions for clients. She is also responsible for advanced employer retirement planning for small-to-mid size companies.

About Sierra Pacific Financial Advisors

Sierra Pacific Financial Advisors, LLC (SPFA) is an independent, SEC- Registered Investment Advisory (RIA) firm with offices in Pleasanton, Cupertino and Oakland, California. We are fee-only financial advisors with over 110 years of experience helping clients navigate the complexities of managing their finances. We offer financial planning, investment and corporate retirement planning for individuals, families and corporate clients. At SPFA, we take time to listen carefully and identify your life goals, needs and priorities. We then develop a comprehensive financial plan that helps you address your important objectives for retirement, college planning, investment, tax minimization, equity reward strategies, wealth transfer, and other financial objectives. We provide recommendations for plan implementation, continuously work with our clients to identify gaps in the plan as their lives evolve. We demonstrate our distinct expertise in the following areas: " Retirement Distribution Planning with Tax Optimization Strategies for Pre-and-Post Retirees " Tax-aware Strategies of Diversifying Concentrated Stock Positions for Corporate Executives " Core-and-Satellite Investment Strategy for High-Net-Worth Individuals " Tax-advantaged Corporate Retirement Planning for Business Owners and Doctors with Private Practices Serving as fiduciaries, SPFA provides unbiased financial advice with a singular focus on serving clients best interests. Our mission is clear: guide clients to live the life of their dreams through prudent planning and management of their financial resources.


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

Compensation/Fee Fee-Based, Hourly, Commissions, Based on Assets


Office Location 1261 Locust St.,
Suite #60,
Walnut Creek,
CA
94596
Phone Number 925-322-0799

David has been directly advising clients as a financial planner for 21 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.

About Gateway Financial Advisors, Inc.

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 unbiased 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 (TM) 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.

Advisory Services Provided:

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


Qualifications Firm CRD# 155172

Compensation/Fee Fee-Based


Office Location 3 Lagoon Drive,
Suite 200,
Redwood City,
CA
94065
Phone Number 650-556-1310

Office Location 250 Montgomery Street,
Suite 700,
San Francisco,CA 94104
Phone Number 855-855-8005

Office Location 250 Montgomery Street,
Suite 700,
San Francisco,CA 94104
Phone Number 650-556-1310

About Personal Capital

Ready to take control of your finances? Personal Capital is here to help. We have objective fiduciary advisors ready to analyze your financial situation, and help you build a personalized, holistic plan.

The holistic financial plan recommendation is yours to keep, no strings attached.

There's never been a better time to get a second opinion on your financial future. Schedule a call with Personal Capital today.

WHY USE PERSONAL CAPITAL

Personal Capital provides a unique combination of award-winning financial tools and personalized, human advice.

Work with our team of licensed fiduciary advisors to build a free Personalized Plan that's yours to keep. You and your advisor will use our comprehensive array of free money management tools to identify and alert you to opportunities for investment management, retirement planning, and cash flow.

Setting up your dashboard will make your discussion with an advisor -- whether ours or a competitor's -- more productive. And it's completely free to get started:

  1. Customization begins by learning about your entire financial situation and goals. Use our free dashboard to get a 360-degree view of your money and see all your accounts in one place, including your investments. And go deeper with our planning and analytics tools.
  2. Our team of licensed fiduciary advisors understands that every investor is unique. With the dynamic tools, work with your advisor to build a complimentary Personalized Plan that is yours to keep, whether you decide to work with us or not.
  3. Get Wealth Management custom-tailored to your unique situation. Together, we design a portfolio that's based on your preferences, and what stage you are in your life. We charge one all-inclusive management fee at a fraction of the cost of traditional financial institutions. There are no hidden fees, no trailing fees and no trade commissions.

Personal Capital Advisors Corporation ("PCAC") compensates WiserAdvisor ("Company") for new leads. ("Company") is not an investment client of PCAC.

Advisory Services Provided:

Portfolio Management, Wealth Management


Qualifications Firm CRD# 111167

Compensation/Fee Fee-Based


Office Location 1550 The Alameda, Suite 125,
San Jose,
CA
95126
Phone Number 888-242-6766

About Allworth Financial

Allworth Financial has been providing transparent, straightforward, and honest financial advice to individuals and families for more than 26 years. They are a fiduciary, fee-based firm that focuses on helping people achieve financial confidence. The advisors at Allworth are not salespeople, so their sole interest is providing the recommendations and advice people need to hear. During your free consultation, the advisor will listen to your goals, answer your questions, and lay out a series of next steps for success.

Advisory Services Provided:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts


Qualifications CRD# 1934091
Firm CRD# 8032
Series 7, 63

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


Office Location 700 Larkspur Landing Circle, Suite 199,
Larkspur,
CA
94939
Phone Number 415-785-4540

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.

About Commonwealth Financial Network

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/


Qualifications Firm CRD# 111167

Compensation/Fee Fee-Based


Office Location 644 North Santa Cruz Ave Suite 4,
Los Gatos,
CA
95030
Phone Number 888-242-6766

Office Location 8775 Folsom Blvd Suite 100,
Sacramento,CA 95826
Phone Number 888-242-6766

Office Location 8775 Folsom Blvd Suite 100,
Sacramento,CA 95826
Phone Number 888-242-6766

About Allworth Financial

Allworth Financial has been providing transparent, straightforward, and honest financial advice to individuals and families for more than 26 years. They are a fiduciary, fee-based firm that focuses on helping people achieve financial confidence. The advisors at Allworth are not salespeople, so their sole interest is providing the recommendations and advice people need to hear. During your free consultation, the advisor will listen to your goals, answer your questions, and lay out a series of next steps for success.

Advisory Services Provided:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts


Top Financial Advisor Firms in San Ramon, California (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
INTERSECT CAPITAL LLC
12657 Alcosta Boulevard , Suite 400,
San Ramon, CA 94583
$1,273,355,161 431 A percentage of AUM
Hourly charges
Fixed fees
GOLDSTEIN MUNGER + ASSOCIATES
18 Crow Canyon Court , Suite 250,
San Ramon, CA 94583-1786
$997,151,102 365 A percentage of AUM
Hourly charges
Fixed fees
CONSILIUM WEALTH MANAGEMENT
3160 Crow Canyon Rd, Suite 150,
San Ramon, CA 94583
$727,846,751 909 A percentage of AUM
AMERICAN INVESTORS CO
12667 Alcosta Blvd., Suite 160,
San Ramon, CA 94583
$598,152,492 1915 A percentage of AUM
Hourly charges
Fixed fees
Commision Based
PROSPERITY FINANCIAL GROUP, INC.
2333 San Ramon Valley Blvd. , Suite 200,
San Ramon, CA 94583
$245,188,800 1109 A percentage of AUM
Hourly charges
Fixed fees
PROSPERITY WEALTH MANAGEMENT, INC.
2333 San Ramon Valley Blvd. , Suite 200,
San Ramon, CA 94583
$232,571,980 2099 A percentage of AUM
Hourly charges
Fixed fees
SIMPLEX WEALTH MANAGEMENT
3160 Crow Canyon Rd, Suite 150,,
San Ramon, CA 94583
$229,723,395 652 A percentage of AUM
Other (MARKETING REIMBURSEMENT)
INSIGHT CAPITAL MANAGEMENT
2001 Crow Canyon Road , Suite 150,
San Ramon, CA 94583
$210,667,620 549 A percentage of AUM
Fixed fees
LFS WEALTH ADVISORS
3223 Crow Canyon Rd , Suite 245,
San Ramon, CA 94583
$210,400,000 463 A percentage of AUM
Fixed fees
Commision Based
ALCOSTA CAPITAL MANAGEMENT, INC.
3180 Crow Canyon Pl. , Suite 150,
San Ramon, CA 94583
$207,553,851 147 A percentage of AUM
NEW INSIGHT WEALTH ADVISORS
111 Deerwood Road, Suite 250,
San Ramon, CA 94583
$190,590,418 801 A percentage of AUM
Hourly charges
Fixed fees
CAREY WEALTH MANAGEMENT
2819 Crow Canyon Road , Suite 101,
San Ramon, CA 94583
$119,400,000 229 A percentage of AUM
Hourly charges
Fixed fees
SECURE RETIREMENT FINANCIAL & INSURANCE SERVICES CORP.
18 Crow Canyon Court , Suite 325,
San Ramon, CA 94583
$100,473,381 557 A percentage of AUM
7 STREETS FINANCIAL, LLC
5000 Executive Pkwy , Suite 290,
San Ramon, CA 94583
$100,000,000 275 A percentage of AUM
Fixed fees
BRIDGEBAY FINANCIAL, INC.
2603 Camino Ramon , Suite 200,
San Ramon, CA 94583-6014
$0 0 Hourly charges
Fixed fees
Other (PER RULE 206(4)-3 FEE AGREEMENTS)

    List of Additional Advisors in San Ramon, California*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Bay Area Wealth
    Inquire with Bay
    2410 Camino Ramon, Suite 139, San Ramon, CA  94583 925-804-6784
    Michael Lee
    Inquire with Michael
    111 Deerwood Rd, Ste 250, San Ramon, CA  94583 925-236-2440
    MDB Group
    Inquire with MDB
    111 Deerwood Road, Suite 200, Office 38, San Ramon, CA  94583 650-314-1600
    Kevin Olison - Owner of Olison & Company - Financial Planning & Wealth Management
    Inquire with Kevin
    111 Deerwood Road, Suite 200, San Ramon, CA  94583 925-855-3230
    New York Life Insurance: Cameron A. Morrah
    Inquire with New
    2633 Camino Ramon, San Ramon, CA  94583 909-973-7771
    Michael Devere MBA, CLTC, LUTCF
    Inquire with Michael
    3000 Executive Parkway, Suite 400, San Ramon, CA  94583 925-518-0286
    Irakli Tabidze
    Inquire with Irakli
    2633 Camino Ramon, Suite 525, San Ramon, CA  94583 510-703-8759
    Sam Mahshi, MBA --Sr. Mortgage Consultant
    Inquire with Sam
    2600 Old Crow Canyon Road, # 201, San Ramon, CA  94583 925-348-1851
    Allstate Personal Financial Representative: Scott Kishbaugh
    Inquire with Allstate
    2551 S R Valley Blvd, Ste 103, San Ramon, CA  94583 925-577-4830
    Chandrasekhara Aramandla
    Inquire with Chandrasekhara
    7523 Balmoral Way, Suite 201-B, San Ramon, CA  94582 510-565-1750
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