Retirement Capital Strategies, Inc.

Retirement Capital Strategies, Inc. (CRD# 139009) is a financial advisory firm headquartered in San Jose, CA. They manage $183,951,907 in 655 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    184
    MILLION
  • Total Number of Accounts
    655
    ACCOUNTS
  • Average Account Value
    $280,843
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, OR, TX

Financial Advisors at Retirement Capital Strategies, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Camilla E. Neri
CRD#: 706530
1190 Saratoga Ave., Suite 140, San Jose, CA 95129
96
Wealthminder
score

Camilla Neri (CRD# 706530) is an Investment Advisor Representative working at Retirement Capital Strategies, Inc. in San Jose, CA and has over 37 years of experience in the finance industry. Camilla Neri has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Margaret M. Stephan
CRD#: 4057895
1190 Saratoga Ave, Suite 140, San Jose, CA 95129
96
Wealthminder
score

Margaret Stephan (CRD# 4057895) is an Investment Advisor Representative working at Retirement Capital Strategies, Inc. in San Jose, CA and has over 7 years of experience in the finance industry. Margaret Stephan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
William T. Weihman
CRD#: 4949679
1190 Saratoga Ave., Suite 140, San Jose, CA 95129
96
Wealthminder
score

William Weihman (CRD# 4949679) is an Investment Advisor Representative working at Retirement Capital Strategies, Inc. in San Jose, CA and has over 11 years of experience in the finance industry. William Weihman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Michael R. Philipp
CRD#: 2375505
1190 Saratoga Ave., Suite 140, San Jose, CA 95129
93
Wealthminder
score

Michael Philipp (CRD# 2375505) is an Investment Advisor Representative working at Retirement Capital Strategies, Inc. in San Jose, CA and has over 24 years of experience in the finance industry.

5
Thomas E. Vaughan
CRD#: 1721660
1190 Saratoga Ave., Suite 140, San Jose, CA 95129
73
Wealthminder
score

Thomas Vaughan (CRD# 1721660) is an Investment Advisor Representative working at Retirement Capital Strategies, Inc. in San Jose, CA and has over 27 years of experience in the finance industry.

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