Laurels

Best Financial Advisors in Alameda
2022

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Alameda Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 35 27 17

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Benningfield Financial Advisors, LLC

  • Certified Financial Planner (CFP)

Benningfield Financial Advisors, LLC helps with the financial circumstances of individuals and families in Alameda. The advisors from this firm guide clients in planning their finances during milestones like changes in their career, starting a business, or getting a divorce. Its process begins with getting to know the client's goals and preferences followed by looking into insurance gaps, income taxes, and estate planning. Milo Benningfield founded the firm in 2003. He is a member of NAPFA and the FPA.

3701 Sacramento Street #392
San Francisco, CA 94118

Website

Communitas Financial Planning

  • Retirement Planning
  • Private Wealth Advisor
  • Certified Financial Planner (CFP)

Communitas Financial Planning serves working, middle-class individuals and families, including members of the LGBT community. The firm offers its services in Alameda and the surrounding areas, delivering people-oriented plans. It helps clients define financial goals and objectives, analyze and plan their cash flow and budget, reallocate and rebalance existing investment portfolios, optimize tax strategies, and evaluate estate planning and charitable giving. The firm also offers retirement plan services, covering investment policy statements, risk-based asset allocation models, and socially responsible investments.

1305 Franklin Street, Ste 309
Oakland, CA 94612

Website

Fitch Financial Advisors LLC

  • Certified Financial Planner (CFP)
  • Tax Planning

Founded in 1995, Fitch Financial Advisors LLC serves individuals, families, and businesses in Alameda and the surrounding areas by assisting them in wealth creation and preservation. Its team helps clients in a wide range of financial matters, including retirement income planning and management, tax preparation and representation, investment planning, and estate planning. Claudia Fitch, the firm founder, has been an Enrolled Agent at IRS for over 30 years. She also holds the Certified Financial Planner designation.

2627 Chestnut St
San Francisco, CA 94123

Website

Fruition Advisors

  • Certified Financial Planner (CFP)

Fruition Advisors serves clients in Alameda by counseling them about growing and protecting their wealth. It informs individuals about budgeting or managing their cash flow, saving and investing money, and organizing their finances in preparation for retirement. Its advisors also assist in tax planning, estate planning, education funding, and charitable giving, The company partners with Genner Asset Management LLC in delivering investment management solutions for a risk-managed allocation of assets. The Berkely-located firm was established in 2013 by the Certified Financial Planner, Alison Davies.

1159 Keith Avenue
Berkeley, CA 94708

Website

gemmerllc.com

  • Certified Financial Planner (CFP)

Gemmer Asset Management LLC is an employee-owned, independent financial management firm that partners with advisors and connects them with individual investors and businesses in Alameda. The financial advisors assist clients in creating an investment policy statement, determining their risk tolerance, and defining their financial goals and time horizon. Alongside investment strategies, the firm's services cover back-office support and personalized attention. Managing principal David L. Gemmer established the company in 1992. He has more than three decades of experience purchasing investments for his clients.

1655 North Main Street, Suite 360
Walnut Creek, CA 94596

Website

HC Financial Advisors

  • Certified Financial Planner (CFP)

HC Financial Advisors provides risk management solutions to clients in Alameda and nearby areas. It helps individuals and retirees achieve their financial goals through its comprehensive financial planning services. The company handles cash flow and budgeting and educational and estate planning. Its financial advisors also offer Social Security optimization, retirement planning, and business succession services. In addition, they process insurance protection plans. Founded in 1985, HC Financial Advisors is affiliated with The National Association of Personal Financial Advisors.

3685 Mt. Diablo Blvd., Suite 200
Lafayette, CA 94549

Website

Mansell Capital Management

  • Certified Financial Planner (CFP)

Mansell Capital Management is an independent wealth advisory firm based in Alameda. Its founder, Timothy Mansell, is a Certified Financial Planner who has brought to the company his background in retirement planning, insurance planning, REITs, and investment management. He has in-depth experience in equity-based compensation and financial plan integration for corporate executives and their families. Mansell Capital Management also caters to clients' planning needs regarding IRA and 401K, employee stock options, and Section 529 college funds.

1545 Verdi Street Suite #A
Alameda, CA 94501

Website

Phocas Financial

  • Retirement Planning
  • Tax Planning

Phocas Financial offers wealth management services to the residents of Alameda. Founded in 2005, the corporation provides customized financial, retirement, and education fund planning; and risk and asset management services. To complement its wealth management service, its financial professionals also work with the client's estate and tax advisors. CEO William F. K. Schaff is a Chartered Financial Analyst and a member of the Security Analysts of San Francisco. The corporation also manages mutual funds and investment accounts for institutions and investment advisors.

1080 Marina Village Parkway Suite 520
Alameda, CA 94501

Website

seasonalstrategy.com

  • Certified Financial Planner (CFP)

Seasonal Strategy is a firm that helps Alameda clients in analyzing and managing their investment portfolios. The company guides individuals in matters like asset allocation, retirement projections, and investment taxation and expenses. It also updates the portfolios with all trades and provides clients with quarterly reports. Seasonal Strategy has been in the investment and trading industry for 39 years, through the efforts of Robert Gavrich. He is also the person who developed Wells Fargo's Wealth Management Presentation System.

1517 Fountain Street
Alameda, CA 94501

Website