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Laurels

Best Financial Advisors in Oakland
2019

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored financial advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best financial advisors in Oakland, CA.

Reviewed Curated Top Picks 110 73 18

Our Selection Criteria:

  • 1. Reputation

    A history of delighted customers and outstanding service.

  • 2. Credibility

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Experience

    Masters of their craft, based on years of practical experience and education.

  • 4. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Find Your Financial Advisor Match

We've helped tens of thousands of people find top local financial advisors.

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cover image of Aegis Capital Management Inc  financial-advisors/1.jpg

Aegis Capital Management Inc

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.

Berkeley, CA (510) 655-9333

Website

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Affinity Capital Advisors LLC

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.

Berkeley, CA (510) 984-0261

Website

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Blume Capital Management Inc

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.

Berkeley, CA (510) 549-3534

Website

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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 (510) 548-1962

Website

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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 (510) 868-2648

Website

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DABK Financial Planning Services

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.

Berkeley, CA (510) 703-9208

Website

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Deyoe Wealth Management

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.

Berkeley, CA (510) 848-0012

Website

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Elmwood Wealth Management

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.

Berkeley, CA (510) 858-2723

Website

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Financial Connections Group, Inc.

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.

Berkeley, CA (415) 924-1091

Website

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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 (510) 507-2220

Website

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Lamorinda Financial Planning

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.

Berkeley, CA (925) 876-7668

Website

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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 (510) 697-7893

Website

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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 (510) 217-8125

Website

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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 (510) 227-5354

Website

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Prime Wealth Management Inc.

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.

Berkeley, CA (510) 384-1009

Website

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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 (510) 523-4283

Website

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Shum Financial Group - Cliff Shum CFP®

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.

Alameda, CA (510) 748-7462

Website

cover image of Tana D Moschetti Ea Cfp  financial-advisors/2.jpg

Tana D Moschetti Ea Cfp

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.

Alameda, CA (510) 523-3553

Website

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