Laurels

Best Financial Advisors in Oakland
2022

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Oakland 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 113 76 21

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

Babylon Wealth Management

With offices in San Francisco and Walnut Creek, Babylon Wealth Management offers financial advisory services to clients in the Oakland area. Its advisors primarily work with physicians and tech professionals, providing them with unbiased advice regarding wealth and investments and helping them to make sound decisions that protect their financial health. Taking a personal approach to money management, the team at Babylon Wealth Management focuses on long-term growth and tax efficiency.

150 N Wiget Ln Ste 203
Walnut Creek, CA 94598

Website

Chang & Associates Financial Advisors

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

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.

2820 Telegraph Avenue
Berkeley, CA 94705

Website

D. A. Flowers & Company, LLC

  • Retirement Planning
  • Certified Financial Planner (CFP)

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.

1400 Shattuck Avenue
Berkeley, CA 94709

Website

Mansell Capital Management

  • Certified Financial Planner (CFP)

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.

1545 Verdi Street
Alameda, CA 94501

Website

Pacific Excel Wealth Advisors Inc.

Pacific Excel Wealth Advisors Inc. specializes in providing investment and comprehensive wealth management services to retirees and pre-retirees. Founded in 2011 as an independent wealth management firm, they offer free risk analysis and work with clients to build a portfolio based on their individual risk tolerance. Pacific Excel Wealth Advisors also provide tax planning, charitable giving, and trust and estate planning services.

Alameda, CA

Website

Paragon Financial Planning

Based in Alameda, Paragon Financial Planning aims to help clients achieve financial independence by analyzing their current financial status and developing investment and wealth accumulation strategies to reach their goals. They specialize in providing clients with investment strategies, developing retirement, estate, and education plans, navigating insurance options, and risk management analysis. Paragon Financial Planning has also teamed with LPL Financial to offer clients additional resources and online tools.

Alameda, CA

Website

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