Best Financial Advisors in Oakland

Affinity Capital Advisors is an independent wealth management firm that serves clients in Oakland. Since 2013, it has been providing financial solutions to individuals, families, and businesses. It focuses on delivering financial planning, asset management, and retirement preparation services. Additionally, it offers estate, tax, and college savings planning services. The company's financial advisors have 100 years of combined experience in the wealth management industry. Co-founder Sean Kenmore serves on the Board of Directors for a local Berkeley non-profit Computer Technologies Program.

Bay Street is a black-owned, local business founded in Palo Alto that offers investment strategies and financial advisory services to clients in Oakland. They deal with portfolio management, investment research, risk management, and financial consultancy. The business is also grounded in business fundamentals, positioning, and technical analysis in its approach to concierge financial advisory projects. Moreover, Bay Street offers financial advice tailored to institutional investors, plan sponsors, and private clients. Its team also holds several designations, such as CFA®, CFP®, AIF®, and AAMS®.

Blume Capital Management provides financial planning and investment management services to clients in Oakland, Orinda, and worldwide. Founded in 1993, the company offers financial services such as insurance and asset protection, retirement planning, estate and wealth transfer, and tax planning. The company also follows a research-driven philosophy to manage investments and provides quarterly financial and investment insights. Founder James Blume was a Ploughshares Fund board member and is a part of the organization's Endowment Committee.

Chang & Associates Financial Advisors provides solutions for different financial management needs of individuals and businesses in Oakland and beyond. The firm covers all aspects of financial planning, from assessing clients' current financial situation to creating an action plan and progress monitoring. In addition to these, the financial advisors also design investment portfolios as part of their investment management services. Founder Miranda Chang is a Certified Financial Planner and an IRS enrolled agent.

Curtis Financial Planning LLC is a financial firm serving clients in the Oakland metro area. It provides help with cash flow and budgeting, investments, savings, employee benefits, charitable giving, childcare, eldercare, real estate, and education, retirement, tax, and estate planning. The financial planning team includes a certified financial planner and has a combined 70 years' experience in the finance industry. Curtis Financial Planning LLC focuses on services for women and families.

Founded in 2009, D. A. Flowers & Company is a financial planning and investment management firm that services clients in and around Oakland. It is an independent Registered Investment Advisor that offers its services to families, individuals, and non-profit organizations to help them achieve their long-term goals. Its financial planning and investment management services include estate planning, retirement planning, tax strategies, and risk management. Company founder David A. Flowers is a Certified Financial Planner and has over 20 years of financial industry experience.

Since its inception in 2004, DABK Financial Planning Services has been helping clients achieve their financial goals. It advises clients in the Oakland metro about matters such as budgeting and cash flow, passive investments, renting vs. buying, and insurance coverage. It also provides services such as tax planning, investment portfolio reviews, risk analysis, and retirement account fund selection. Its advisor is a Certified Financial Planner and a member of the National Association of Personal Financial Advisors.

Elmwood Wealth Management is a fiduciary financial firm that has been serving individuals and businesses in Oakland since 2012. Its wealth management services include financial planning, portfolio management, insurance analysis, social security estimate, and tax & estate services. Part of its financial planning process entails encompassing virtually all aspects of the clients' finances and utilizing software tools to help retrieve and organize data and establish goals. Elmwood Wealth Management caters to both national and international clients.

Financial Connections is a wealth management firm that has been serving the residents of Oakland and the surrounding areas for more than two decades. It offers project-based and subscription-based financial planning services, including financial goal setting and monitoring, risk management, education, and estate planning. In addition, the firm also provides investment management and retirement planning services. Managing partner Jill Hollander has served as chairperson of the National Association of Professional Financial Advisors, West Region. She has also been featured in numerous publications.

Fruition Advisors provides financial planning services to clients in Oakland and the surrounding areas. It helps clients plan for their current and future finances to assist them in pursuing and identifying their financial needs and goals. It also handles real estate, employee benefits, investments, education, insurance, and retirement planning services. The company was established in 2013 by Alison Davies, a Certified Financial Planner who has been in the industry since 2010. Davies is also a member of the FPA East Bay Chapter.

Mansell Capital Management is an independent financial advisory firm providing services to individuals in Oakland and the surrounding metros. It offers personalized finance strategies and services depending on the financial needs and goals of the clients. Its services include financial planning, retirement planning, investment management, insurance, and estate and trust planning. The firm's president and founder, Timothy Mansell, is a Finance degree holder. He has also counseled corporate executives and their families about compensation and stock options.

Opened in 2001, Mindful Money is a business that focuses on financial planning and education for Oakland-based individuals, families, and businesses. Its team of advisors assists in financial planning using a behavioral and mindful approach. They help clients plan their financial future through wealth management. They perform wealth mapping that includes evidence-based investing, an ecosystem of advice, and estate and wealth transition. Employee education and retirement plan services are available for small and medium-sized businesses.

Prime Wealth Management is an independent advisory firm that provides assistance to residents of Oakland and the surrounding areas in matters involving their investments and finances. The firm offers a variety of services, including investment management, business retirement planning, financial consultations, and estate solutions. Rick Prime founded the company in 2003. Prior to starting the firm, he worked as a chief financial officer for technology companies for more than 20 years. Outside of work, he participates in fund-raising bike rides for Oakland public schools.

Rubicon Financial Partners provides services to clients in Oakland and the surrounding areas. It creates personal financial plans that include data gathering sessions, action plan development, debt management, and budgeting analysis. It also offers business financial planning services to help business owners with their executive benefits, pensions, buy and sell agreements, and risk management strategies. Rubicon Financial Partners is also available for wealth accumulation, transfer, preservation, and management services. Its owner, Dianne Woon, is an Accredited Investment Fiduciary.

Tana D. Moschetti is a certified financial planner (CFP) associated with Avantax Investment Services that operates in Oakland and the surrounding metro areas. She offers a broad spectrum of investment and financial planning services, helping clients take advantage of IRAs, annuities, 401(k) planning, and retirement, tax, and college planning. Tana also provides insurance products, covering disability, life, and long-term care. In addition, Moschetti is an enrolled agent, which means that she can represent her clients before the IRS.