Find a Financial Planner in Alameda County, CA


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We did the hard work of finding trustworthy partners in Alameda County, CA.

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We Only Work With The Best Alameda County Financial Advisors

We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times,, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products


All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA


All of our partners are credible — No conflicts of interest and no disciplinary history


Our Process for Choosing
An Independent Financial Advisor in Alameda County, CA

  • Financial Advisor Close to Alameda County, CA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs


How Can a CFP® in Alameda County Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Alameda County area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
Personal financial planning is a service offered by qualified financial experts who provide personalized plans and strategies to help clients achieve their financial goals. Financial planning may be more hands-on or hands-off, but strategies in Alameda County can include managing client retirement accounts, investments, tax plans, and more.
16.8% of Alameda County's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Alameda County area can create a custom plan and walk with you each step of the way.
In the Alameda County area, an estate plan consists of a set of legally binding documents that describe how your estate should be divided upon your death. The purpose of an estate plan is to eliminate any ambiguity regarding the line of inheritance for your estate once you are unable to arbitrate it yourself.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Alameda County area an ongoing effort.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. In the Alameda County area, tax planning is often included with other services like asset management, estate planning, and retirement planning. Tax planning strategies will differ depending on depending on where you live. California has unique laws defining which actions trigger a taxable event and has the 10th highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Alameda County area, it typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation is a good way to make high-interest debts more manageable. Advisors in the Alameda County area can bundle high-interest loans together under more favorable financing terms. This often results in lower interest rates, or lower monthly payments.


The Value of Working With the Best Financial Planners in Alameda County, CA

A good financial planner can increase your returns by as much as 3% annually.


Without Advisor

With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Alameda County, CA

We evaluated over 13,000 RIA firms to bring you the best of the best Alameda County financial advisors.
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How Retirement-Friendly is Alameda County, CA?

  • Population: 1656,754
  • % of Population 62 Years and Over: 16.8%
  • Average Home Value: $785,800
  • Average Monthly Housing Cost: $2,018
  • Average Household Income: $130,710
  • California Total Tax Burden: 9.48% (10th Highest in U.S.)
  • California Property Tax: 2.64% (19th Lowest in U.S.)
  • California Individual Income Tax: 3.78% (4th Highest in U.S.)
  • California Sales and Excise Tax: 3.06% (17th Lowest in U.S.)

The Top Financial Advisor Firms in Alameda County, CA



(925) 979-4280

1999 Harrison Street, Suite 1575

Oakland, CA 94612

SEC#: 801-72513
Years in Business: 10 years



(510) 339-3933

6201 Medau Place
Suite 101
Oakland, CA 94611

SEC#: 801-68289
Years in Business: 13 years



(510) 287-5255

519 17th Street
5th Floor
Oakland, CA 94612

SEC#: 801-69552
Years in Business: 12 years



(510) 588-8000

212 9th Street
Suite 202
Oakland, CA 94607

SEC#: 801-117719
Years in Business: 1 years



(510) 601-5575

1212 Preservation Park Way Suite 200

Oakland, CA 94612

SEC#: 801-117120
Years in Business: 1 years



(510) 925-2025

344 Thomas L Berkley Way

Oakland, CA 94612

SEC#: 801-114487
Years in Business: 2 years



(510) 638-1815

7677 Oakport Street
Suite 300
Oakland, CA 94621

SEC#: 801-19247
Years in Business: 38 years



(415) 773-2174

505 Fourteenth Street, #310

Oakland, CA 94612

SEC#: 801-78015
Years in Business: 8 years



(415) 926-7200

555 12th Street
Suite 925
Oakland, CA 94607

SEC#: 801-40063
Years in Business: 29 years



(510) 596-2580

5435 College Ave
Suite 200
Oakland, CA 94618

SEC#: 801-55162
Years in Business: 23 years