Best Financial Advisors in Alameda

2022

Asti Financial Management

• Financial Planning

Asti Financial Management, LLC, offers comprehensive personal financial planning services around Alameda. Clients are free to choose which area of current concern to cover, whether it involves budgeting and cash flow analysis, portfolio review, or tax projections. The company's advisors also provide life and disability insurance as well as estate and stock option planning. Certified Financial Planner and founder Julie Scates utilizes her 25 years of experience in financial and investment management to help clients realize their goals and dreams.

Defined Financial Planning

• Investment Management
• Financial Planning

Defined Financial Planning is a wealth management firm that serves the residents of Alameda and the surrounding areas. It helps clients build their financial plans through a four-tier service approach, which includes core investment management, foundational financial planning, advanced financial planning, and special circumstances and life stages planning. Principal Samuel V. Gaeta has been working in the industry for almost a decade. He is a Certified Financial Planner. Defined Financial Planning has been featured in FOX, NBC News, and ABC News.

Financial Connections

• Estate Planning
• Financial Planning
• Certified Financial Planner (CFP)

Financial Connections is an advisory firm offering financial planning and investment services in Alameda. The firm helps clients establish financial goals and deal with issues involving college savings and retirement plans. As fiduciaries, its advisors provide customized portfolio solutions in investing and financial management services to non-traditional families. Financial Connections is a member of the National Association of Personal Financial Advisors. It has been featured in media publications such as the San Francisco Business Times and Berkeleyside News.

Pacific Excel

• Retirement Planning

Based in Walnut Creek, Pacific Excel is a wealth management firm that serves individuals, business owners, and their families in Alameda and its surrounding areas. It assists in managing, conserving, and transferring wealth to beneficiaries. The company's list of services includes financial planning, investment management, insurance, and 401k solutions. The company's advisors inform clients about cash flow and budgeting, tax planning and optimization, equity compensation, and social security maximization. Pacific Excel has been operating since 2011.

PFM

Since 1975, PFM has been serving a wide range of clients in the Alameda metro, including charitable institutions, health care providers, and local and state governments. The firm provides financial advisory and consultation, alternative finance, and asset management services. Its financial consultants, asset managers, and financial advisors also handle specialized services, such as arbitrage rebate consulting and special district management. PFM values diversity and inclusion and employs people regardless of their age, sexual orientation, gender, or race.

Prime Wealth Management

• Certified Financial Planner (CFP)

Prime Wealth Management is an independent advisory firm that has been serving families and individuals since 2003 in the Alameda area. Its financial advisors help clients with financial planning, business retirement plans, and investment management. It designs retirement plans including SEP, 401(k), and 403(b) plans. It also reviews estate plans, risk management, and educational funding strategy. Rick Prime, the company's founder, is a Certified Financial Planner and was a former chief financial officer of technology companies.

Rubicon Financial Partners

• Finance Planning

Rubicon Financial Partners is a financial advisory firm offering its services to Alameda. The firm comprises trained professionals who assist with corporate benefits, wealth management, and financial planning needs. Under its wealth accumulation service, it offers portfolio design and analysis, investment management consulting, and college, emergency, and retirement savings strategies. It also provides guidance in tax-sensitive planning, risk management, estate planning strategies, and long-term care insurance under its wealth preservation service. The firm is an accredited investment fiduciary.

Shum Financial Group

• Retirement Planning
• Estate And Trust Specialist
• Certified Financial Planner (CFP)

Shum Financial Group is an independent firm that serves clients in Alameda. It offers financial planning services that view the long-term plans of its clients with a wide-angle lens and addresses the different aspects of their goals. The firm handles investment planning and management, wealth management, risk management and insurance, and employee stock option planning. Additionally, it assists with estate and retirement planning, as well as pension plans. Shum Financial Group is headed by Cliff Shum, with his 20 years of industry expertise.