Laurels

Best Financial Advisors in Oakland
2022

SmartAdvisor by SmartAsset

SmartAdvisor by SmartAssetFEATURED
Expertise.com

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Oakland, CA

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

Aegis Capital Management Inc

Aegis Capital Management Inc

  • Estate Planning
  • Retirement Planning

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

Website

Website
Affinity Capital Advisors

Affinity Capital Advisors

  • Estate Planning
  • Certified Financial Planner (CFP)

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.

825 Page Street
Berkeley, CA 94710

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Babylon Wealth Management

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

Website
Bay Street Capital Holdings

Bay Street Capital Holdings

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®.

460 Lassen St
Los Altos, CA 94022

WebsiteInstagram

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

26 (Best)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Blume Capital Management

Blume Capital Management

  • Certified Financial Planner (CFP)

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.

1708 Shattuck Avenue
Berkeley, CA 94709

Website

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Chang & Associates Financial Advisors

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

Website
Curtis Financial Planning, LLC

Curtis Financial Planning, LLC

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.

525 Bellevue Ave Ste 313
Oakland, CA 94610

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

D. A. Flowers & Company, LLC

D. A. Flowers & Company, LLC

  • Certified Financial Planner (CFP)
  • Retirement Planning

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

Website
DABK Financial Planning Services

DABK Financial Planning Services

  • Certified Financial Planner (CFP)

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.

1569 Solano Avenue
Berkeley, CA 94707

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

Elmwood Wealth Management

Elmwood Wealth Management

  • Estate Planning
  • Tax Planning

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.

2027 Fourth Street
Berkeley, CA 94710

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Financial Connections

Financial Connections

  • Certified Financial Planner (CFP)

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.

21 Tamal Vista Boulevard
Corte Madera, CA 94925

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Fruition Advisors

Fruition Advisors

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

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.

1159 Keith Avenue
Berkeley, CA 94708

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

10 (Better)

Score Consistency:

Consistent (Best)

Lamorinda Financial Planning

Lamorinda Financial Planning

  • Certified Financial Planner (CFP)

Lamorinda Financial Planning provides financial life planning services for individuals throughout Oakland and the surrounding areas. It assists clients in prioritizing their goals and developing plans by assessing their assets, liabilities, debts, income, and resources. It also guides clients in various facets of financial planning, including tax planning, social security planning, estate planning, and disability and long-term care insurance analysis. Managing principal and founder Beth McClelland is a former board member of the Financial Planning Association of the East Bay.

1990 North California Boulevard
Walnut Creek, CA 94596

Website

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Mansell Capital Management

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

Website
Mindful Money

Mindful Money

  • Certified Financial Planner (CFP)

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.

2150 Shattuck Avenue
Berkeley, CA 94704

WebsiteInstagram

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

17 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Pacific Excel Wealth Advisors Inc.

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

Website
Paragon Financial Planning

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

Website
Prime Wealth Management

Prime Wealth Management

  • Certified Financial Planner (CFP)

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.

2936 Domingo Avenue
Berkeley, CA 94705

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Rubicon Financial Partners

Rubicon Financial Partners

  • Certified Financial Planner (CFP)

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.

1151 Harbor Bay Parkway
Alameda, CA 94502

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

Shum Financial Group

Shum Financial Group

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

The Shum Financial Group provides financial advisory solutions to individuals and business owners in Oakland and the surrounding metro areas. Founded by Cliff Shum, a Certified Financial Planner, the firm helps clients secure their financial future by offering education and guidance. The Shum Financial Group also provides investment planning and management, wealth management, and tax, estate, and retirement planning. It also allows clients to personalize their financial plans to include 401(k)s, simple IRAs, and insurance.

1402 Park Street
Alameda, CA 94501

Website

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Tana D. Moschetti

Tana D. Moschetti

  • Estate Planning
  • Retirement Planning
  • Insurance Products

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.

Oakland, CA 93704

Website

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A

Helpfulness: A

Detail: --

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