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Best Financial Advisors in Oakland

2023

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Website
Oakland, CA
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Why choose this provider?

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.

Reputation:

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.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Oakland, CA

Why choose this provider?

Need help contacting a Financial Advisor in Oakland? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Website
525 Bellevue Ave Ste 313, Oakland, CA 94610

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (2)

Website
2936 Domingo Avenue, Berkeley, CA 94705
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

Reputation:

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.
5.0
Yelp
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1151 Harbor Bay Parkway, Alameda, CA 94502
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Website
1400 Shattuck Avenue, Berkeley, CA 94709
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

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.

Reputation:

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.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1569 Solano Avenue, Berkeley, CA 94707
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
2027 Fourth Street, Berkeley, CA 94710
  • Estate Planning
  • Tax Planning

Why choose this provider?

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.

Reputation:

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.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1545 Verdi Street, Alameda, CA 94501
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

Website
2150 Shattuck Avenue, Berkeley, CA 94704
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

Reputation:

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.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1708 Shattuck Avenue, Berkeley, CA 94709
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
21 Tamal Vista Boulevard, Corte Madera, CA 94925
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

Reputation:

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.
5.0
Yelp
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
825 Page Street, Berkeley, CA 94710
  • Estate Planning
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

Reputation:

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.
5.0
Yelp
5.0 / 5 (3)
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1159 Keith Avenue, Berkeley, CA 94708
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Why choose this provider?

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.

Reputation:

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.
5.0
Yelp
5.0 / 5 (10)

Website
2820 Telegraph Avenue, Berkeley, CA 94705
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Tax Planning

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
516 West Shaw Avenue, Oakland, CA 93704
  • Estate Planning
  • Retirement Planning
  • Insurance Products

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
2.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
460 Lassen St, Los Altos, CA 94022

Why choose this provider?

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®.

Reputation:

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.
5.0
Google
5.0 / 5 (27)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • How much should a resident in Oakland donate to charitable organizations?

    Recent statistics from the Giving USA Foundation show that, regardless of economic level, people regularly donate 2.5% of their total income to nonprofits. Individual families with annual incomes over $200,000 contributed a higher percentage, 4.5% on average. In comparison to lower-income families, higher-income households typically donate a greater percentage of their income to charity. Nonetheless, supporting charitable institutions in Oakland, regardless of the amount, would lead to the greater good of helping the community.

  • How can Oakland students qualify for loan forgiveness?

    To qualify for student loan forgiveness in Oakland, the annual income of the borrower must be less than $125,000 for singles and $250,000 for married individuals. Borrowers can utilize their most recent two years' worth of tax returns to calculate their income. The student's qualification for remission will rely on the earnings of their parents if they are dependent.

  • How are your Social Security benefits calculated in Oakland?

    When you become eligible for Social Security payments in Oakland, the amount of your benefit will be based on your top 35 years of indexed salary. Indexing means the SSA considers the shifts in the average pay over time when adjusting your real earnings. However, they will substitute a few of your high-earning years with lower-wage years if you continue working after filing for benefits.

  • Should you make long-term investments with money you received as an inheritance in Oakland?

    If you have paid off all of your bills and have enough money in your emergency reserve, then yes, you are advised to utilize your inheritance in Oakland for long-term investments. You can use the funds to buy bonds, stocks, or indexes. Additionally, to build a tax-diversified portfolio and position yourself for future success, consider contributing to a health savings account.

  • Should you consult an Oakland wealth planner if you're getting ready for retirement?

    Yes. People frequently visit wealth planners in Oakland about their retirement plans. The wisest course of action is to secure your retirement because switching from a wage to retirement savings only occurs once in a person's lifetime. An advisor can help you decide when to retire fully, when to begin receiving social security benefits, and when to cash out from your IRA.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.