Best Financial Advisors in Alameda

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.

Balance Financial Planning is a firm that offers objective advice to individuals, families, and small businesses in Alameda. It assists clients in planning for retirement, college, and homeownership. Its advisors also help create comprehensive plans for taxes, cash flow projections, budgets, and stock options. Additionally, it offers investment services, such as portfolio review and advice for asset allocation, real estate, ETFs, and index funds. Balance Financial Planning is headed by Certified Financial Planner Cheryl Vesely, who has over fifteen years of experience in the finance industry.

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.

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 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.

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.

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.

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.

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.

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.

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.

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.

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.

For over 15 years, Rise Wealth Strategies has been helping clients in the Alameda metro manage their current and future finances. It offers financial planning services to clients needing asset protection, tax strategies, and estate planning solutions. It also assists business owners with businesses worth over $10 million in accelerating the value of their companies. Its team also guides clients in maintaining their lifestyles by focusing on their investment management strategies. The company also caters to clients in Texas, New York, Florida, and New Jersey.

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.

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.

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.