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Best Financial Advisors in Oakland
2020

20 Best Oakland Financial Advisors

  • Our selection process
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We scored 112 Financial Advisors in Oakland, CA and Picked the Top 20

Aegis Capital Management, Inc. was founded in 1998 by senior financial executive, Marjorie Bennett. Their primary services include insurance, estate planning, tax planning, retirement planning, and asset management. Before forming Aegis capital management, Ms. Bennett worked for Morgan Stanley Institutional and has experience working with many Bay Area companies and some of the Big Eight accounting firms.

Affinity Capital Advisors LLC specializes in providing financial services to families, individuals, small businesses, nonprofits, and foundations. Their services include cash flow management, insurance, asset allocation, large purchases, retirement, estate planning, income replacement, and education funding. They are a registered investment advisory firm, and their custodian is Charles Schwab. All of their team members are certified financial planners with over 100 years of combined experience.

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.

The professionals at Blume Capital Management Inc. focus on providing financial advisory and investment management services to individuals, families, and foundations with over $1 million in investable assets, as well as younger clients on their way to having substantial assets. In addition to investment services, Blume Capital Management helps clients plan for retirement, navigate taxes, charitable giving, and special needs and elder care, and plan for estate and wealth transfers.

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.

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.

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.

DABK Financial Planning Services is a fee-only service that focuses on helping you reach your nonfinancial goals by having a wealth that is required to achieve them. Their principal investment advisor has been in the East Bay area for over 20 years, is a Certified Financial Planner, and a registered investment advisor. He brings his expertise to help families and individuals.

Deyoe Wealth Management helps individuals, families, small businesses, nonprofits, and foundations reach their financial goals. In creating and managing personal investment portfolios, they strive to balance current financial needs with long-term objectives and each client's tolerance for risk. After working for several financial powerhouses, including Morgan Stanley, Jonathan K. DeYoe founded the company in 2001 to work more closely with the clients that he served.

Elmwood Wealth Management offers financial planning, investment management, tax planning, and estate planning services to clients in Oakland and the San Francisco Bay Area. They also offer bill pay, tax preparation, business succession planning, concentrated stock management, charitable giving, and child education funding services. To help ensure that their services are meeting clients' goals, Elmwood Wealth Management includes a quarterly and an annual review as part of their services.

Financial Connections Group, Inc. is a fee-based financial advisory firm based in Corte Madera, with additional offices in Berkeley and San Francisco. In business since 1994, they offer services to individuals, couples, and trusts, and have experience helping non-traditional families develop a financial plan that supports their needs. In addition to financial planning services, Financial Connections Group, Inc. helps clients with retirement planning and investment management.

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.

Lamorinda Financial Planning believes in a holistic approach to financial planning to help clients plan for retirement and enjoy life without financial stress. As a fee-only planning firm Lamorinda Financial Planning works with clients to analyze their current financial standing and develop a financial life plan. This plan can include building a spending plan or college funding plan, determining life, disability, and long-term care insurance needs, and prepping for pension payout. They also provide tax and estate planning services.

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.

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.

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.

Prime Wealth Management Inc. specializes in wealth management for individuals and businesses in Berkeley, California and Roseburg, Oregon. The financial advisory firm's services for individuals include retirement, investment, tax, and estate planning, risk management, and reviewing employee benefits. Prime Wealth Management consults with businesses to develop benefits packages, provide real estate investment advice, and create buy-sell agreements. They also have experience developing and tailoring estate plans for parents with children diagnosed with Autism Spectrum Disorder.

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.

Shum Financial Group provides financial advisory services to residents in the Alameda area. Run by Cliff Shum, certified financial planner, Shum Financial Group aims to help their clients feel confident about their financial future by offering education and guidance. Their services include investment planning and management, wealth management, retirement, estate, and tax planning, as well as assessing employee stock options, and choosing between insurance packages.

Tana Moschetti is a certified financial planner with offices in Alameda and Fresno. She and her associates are dedicated to helping clients create a customized financial plan that includes tax management, planning for retirement, and estate conservation. She also offers investment advisory and management services and insurance and annuity products through her affiliation with H.D. Vest Investment Services SM and H.D. Vest Advisory Services SM.

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