We Have Listed The Top 10 Financial Advisors In Oakland To Help You Choose The Best Professional For Your Needs.
Address: 5237 College Avenue, Oakland, CA 94618
Phone: 510-324-9487
Ella Financial Advising offers clarity, partnership, and confidence to vibrant, climate conscious people who are ready to align their money with their values. We combine personalized financial planning and coaching with socially responsible investment management to help you understand your relationship with money, gain clarity around your values and envision your best future while prioritizing what’s most important for you. We believe that understanding your finances and having a clear path to reaching your goals is the first step towards peace of mind. We work with people who want a long-term partnership where together we create a plan that uses your money and resources to live a fulfilling life that aligns with your deepest values while creating positive change in the world. We focus on who you are and what it is you want for yourself and loved ones. By engaging with us you will feel confident that you have the guidance and support of a financial partner that knows you. You will learn to make informed decisions that enable you to reach your financial goals while feeling good about your investments.
We know that you could manage the details of your financial life yourself. We also know that not everyone wants to be a financial expert. It takes time and becomes a chore. You want to take advantage of financial strategies that can benefit you, but your time is limited. That’s where Curtis Financial Planning steps in. Our goal is to be your financial advocate and partner to ensure you make the smartest moves with your money. Whether it be retirement, tax or estate planning, investments, charitable giving, insurance or cash flow, we have the expertise to help you make sound financial decisions now and for your future. We specialize in helping Single Women, Women Who Take The Lead In The Family Finances and Women-Led Households, who want to delegate their ongoing financial planning and wealth management needs to a trusted advisor. Many of our clients come to us because they’re seeking more control over their day-to-day finances, navigating a major life change, or planning for the future.
Address: 6201 Medau Place Suite 101 Oakland, CA 94611
Phone: 510-339-3933
Website: https://www.ginsburgadvisors.com/
Ginsburg Financial Advisors, Inc. (“GFA”) is a deep and experienced financial advisory firm providing tailored guidance and an exceptional experience to a select group individuals, families, and business owners both locally and around the country. Our mission is help our clients live better lives and worry less by leveraging our experience, depth of expertise, and passion for service while assisting them in making smart financial decisions consistent with their vision of success. When we state in our mission that we want our clients to live better lives and to worry less, this means that we think about our daily activities in a way that is completely focused on the best interest of our client. These daily activities include: - Every decision we make in support of our clients whether they are present or not. - Every interaction we have with each other, our vendors, and our clients. - Every idea that we generate and action that we take. Our clients take comfort in knowing we have a fiduciary relationship with them and that we will act in their best interest at all times. Each of our financial advisors is a CFP® professional, which means we are held to the highest standard for competency and ethics when providing financial advice. We are not compromised in our ability to provide prudent financial planning and investment management counsel, and our clients trust that we take great care in ensuring their best interests always come first.
Address: 1111 Broadway Floor 22 Oakland, CA 94607
Phone: 510-208-3800
Website: https://www.local.ml.com/OAKLAND_CA/
The financial advisors at our branch can offer financial approaches that come from years of combined wealth management knowledge and experience. We also stress that our role goes beyond wealth management advice and guidance. Employing the broad resources of Merrill Lynch Wealth Management, advisors can assist with retirement income planning, guidance on concentrated stock positions, traditional investments and estate planning services, while working with your other professionals, such as estate and tax attorneys. Our deeply committed advisors call upon Merrill’s tools and resources to help clients pursue personal and professional financial goals, as they also help them prepare for financial and lifestyle challenges that may lie ahead. Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
We get to know our clients’ needs and provide personalized advice for today’s challenges and tomorrow’s goals. We are committed to providing advice in your best interest, and we’re proud to share that Ameriprise earned a 2021 Hearts & Wallets Top Performer™ recognition in: "Unbiased, puts my interest first" "Investment ideas knowledgeable, timely, and tactical" "Offers personal financial advice" Ready to learn more about how we can help you? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. We enjoy helping our clients achieve their financial goals. Learn about our team members. We take the time to understand what’s important to you and deliver personalized advice. If you have questions or would like to schedule a complimentary initial consultation, get in touch. We’re proud of what we do, and all that our clients have accomplished. If you know someone who could benefit from personalized advice to reach their goals, we’d like to help.
Address: 5940 College Avenue, Oakland, CA, 94618
Phone: 510-519-7009
Website: https://www.modernfp.com/
We are a registered investment advisor and financial planning firm based in the San Francisco Bay Area. We work with clients across the country. Due to our specific expertise, many of our clients are young families or tech employees. Learn more about the clients we serve. The driving principles of Modern Financial Planning are: Personal Finance is more personal than it is finance. The clients come first. Focus on the things that we can control: behavior, mindset, discipline, expenses. Minimize unnecessary fees and taxes that could become a drag on your wealth. We are a fiduciary. This means we always act in the client's best interest. We are independent and fee-only. This means we aren't affiliated with a bank, insurance company or broker-dealer and the only way we are paid is directly from our clients. No commissioned products, no kickbacks, no sales pitches, no conflicts of interest. We care. We listen. Our clients are our top priority and we understand that no two clients are the same. We have experience. We have spent years honing skills alongside some of the brightest minds in San Francisco in financial planning, investments, and tax. We are lifelong learners. This business is our passion and we put in many hours in both formal and non-formal continuing education every year. We focus on optimization. We are tax-savvy financial planners who aim to help you maximize every financial tool you have at your disposal. Most importantly, we understand that money touches all aspects of your life - relationships, family, education, career, travel, health, retirement, goals, dreams, legacy. We partner with you to help keep you on track and work through all of life's excitement and uncertainty.
Investment advisory services are offered through Liberty Wealth Management, LLC, DBA Liberty Group, an SEC-registered investment adviser. Securities are offered through Fidelity Brokerage Services, Inc. ("Fidelity"), Member FINRA, SIPC. Past performance is no indication of future results. Investing involves risk, including the possible loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. The opinions expressed and material provided are general information and should not be considered a solicitation for purchasing or selling any security. Nothing presented herein is intended to provide specific legal or tax advice. Financial and planning decisions must be based on your specific due diligence, investment objectives, economic, risk tolerance, and individual financial and personal circumstances. Before investing, you should consult with a qualified professional - a competent financial, legal, or tax advisor or another, to aid in due diligence as proper for your situation to determine the suitability of the risk and tax consequences associated with any investment. The LWM registered Advisor Representatives associated with this website may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any other state resident. For additional information on LWM or any of its affiliated persons who are registered or required to be registered as Adviser Representatives of the firm, please visit www.adviserinfo.sec.gov, view our website at www.libertygroupllc.com, or contact us directly at 411 30th Street, 2nd Floor, Oakland, CA 94609, Main: 510.658.1880, Toll-Free: 888.588.5818, Fax: 510.658.1886. Registration with the U.S. Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training.
Address: 212 9th Street, Suite 202 Oakland, CA 94607
Phone: 510-588-8000
Website: https://www.infinitysecurities.com/
Infinity Financial Services is a financial technology company, a FINTECH Independent broker dealer dedicated to building a robust alternative investment platform for high net worth advisors. We provide tech-based solutions to financial advisors, so they can better serve their clients. Bay Area based in Silicon Valley, with branch offices around the U.S., Infinity Financial’s advisor practice management services offers an array of asset management, brokerage, insurance, financial planning, benefit plans, insurance, and risk management services. Our Mission Our mission is to empower our financial advisors to develop thriving independent financial services practices, using their brand or ours while meeting their compliance requirements. Our Vision To help enterprising independent financial advisors grow truly independent, successful practices, leveraging leading-edge technologies and firm support. Our Values Our President and CEO built his career in financial planning and wealth management by striving to do the right thing for clients and his financial advisors, and has built a firm with anunwavering value system:
Address: 1111 Broadway 16th Floor Oakland, CA 94607
Phone: 510-433-1066
Website: https://bellinvest.com/
With 30 years of investment management and financial planning experience serving Bay Area individuals and families, we work to improve financial futures, one client at a time. Our team of professionals work diligently to help you stay on track. We love what we do and take pride in doing it well. As a Registered Investment Advisory firm, we operate under the fiduciary standard. This means that we have an ethical and legal duty to recommend the best investments for each client. Because we operate on a fee-only basis, you can be assured our recommendations are always in your best interest. If you’re looking for a trusted partner to help you prepare for retirement, make smart choices with newly-received assets, or to be your personal CFO, you’ve come to the right place. With three decades in business, and over 100 years of combined Financial Services experience, our team has earned a reputation for consistently meeting and exceeding clients’ expectations. We are legally obligated to give you advice that’s in your best interest. As fee-only advisors, we don’t receive commissions for recommending specific products or investments. This allows us to avoid potential conflicts of interest.
Balance Financial Planning, LLC is a fee-only firm providing unbiased, practical financial planning and investing advice. We work with individuals, families, and small businesses to help grow your wealth and plan the life you want. You may need a comprehensive plan or just answers to a few questions. Our pricing is flexible so we can address only those issues that matter to you. We also have no asset minimum. The only compensation we receive is directly from the client. We do not receive commissions for recommending any investments or products. Our main focus is understanding your goals and financial constraints. We then work with you to develop a plan that meets your needs. As a CFP® practitioner and registered investment advisor, we always put the interests of the client first. It is our top priority to find the best solution for you. Retirement Planning - College Savings - Goal Planning - Home Ownership