Laurels

Best Financial Advisors in Oakland
2021

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

Chang & Associates Financial Advisors help individuals and small businesses manage their investments, plan for retirement, and provide risk management, and tax liability analyses. They take an individualized approach to estate planning, cash flow, and help individuals manage a balance between work and leisure activities. They use a step-by-step approach that is easy to understand on the road to realizing financial goals and dreams.

Berkeley, CA

Website

D. A. Flowers & Company LLC

D. A. Flowers & Company LLC provides financial planning and investment services on a fee-only basis to individuals and families. Founder, D.A. Flowers has over 20 years of financial industry experience. They also have a team member with extensive experience in all areas of nonprofit financial management. They specialize in helping you set short, medium, and long-term goals that work with you and your lifestyle.

Berkeley, CA

Website

Fruition Advisors LLC

Started in 2013 by certified financial planner Alison Davies, Fruition Advisors LLC offers financial planning and investment management services to individuals in the Berkeley area. They specialize in financial planning services including budgeting, insurance analysis, estate planning, saving for education or retirement, and analyzing employee benefits. For individuals with over $300,000, Fruition Advisors LLC has also paired with Gemmer Asset Management LLC to offer investment management services.

Berkeley, CA

Website

Mansell Capital Management

Founded by Certified Financial Planner Tim Mansell, Mansell Capital Management is an independent firm based in Alameda. He works with individuals to plan for retirement, manage investment portfolios, develop estate plans, and navigate different insurance and tax strategies. Mansell Capital Management also provides online articles and calculators to help clients learn more about their financial options.

Alameda, CA

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

Rubicon Financial Partners

Located in Alameda, Rubicon Financial Partners is a fee-based financial advisory firm owned and run by Dianne Woon, a certified financial planner. Rubicon Financial Partners provides a holistic approach to wealth accumulation and preservation for small business owners, entrepreneurs, and other self-employed professionals. They also provide planning assistance for milestone events such as marriage, divorce, having children, death, and inheritance. For small businesses, Rubicon Financial Partners works with clients to develop benefits packages for employees that can include 401k and retirement plans, and group insurance options.

Alameda, CA

Website

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