Alameda County, CA Financial Advisors and Resources



Financial Advisor Firms in Alameda County, CA


FALCON BRIDGE CAPITAL

Website

(925) 979-4280

1999 Harrison Street, Suite 1575

Oakland, CA 94612

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

GINSBURG FINANCIAL ADVISORS

Website

(510) 339-3933

6201 Medau Place
Suite 101
Oakland, CA 94611

SEC#: 801-68289
Years in Business: 14 years

WESPAC ADVISORS, LLC

Website

(510) 287-5255

519 17th Street
5th Floor
Oakland, CA 94612

SEC#: 801-69552
Years in Business: 13 years

INFINITY FINANCIAL SERVICES ADVISORY

Website

(510) 588-8000

212 9th Street
Suite 202
Oakland, CA 94607

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

NIA IMPACT CAPITAL

Website

(510) 601-5575

1212 Preservation Park Way Suite 200

Oakland, CA 94612

SEC#: 801-117120
Years in Business: 2 years

JUSTINVEST, LLC

Website

(510) 925-2025

344 Thomas L Berkley Way

Oakland, CA 94612

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

BROOKER WEALTH MANAGEMENT

Website

(510) 638-1815

7677 Oakport Street
Suite 300
Oakland, CA 94621

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

FINANCIAL AVENGERS, INC.

Website

(415) 773-2174

505 Fourteenth Street, #310

Oakland, CA 94612

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

SAVANT INVESTMENT GROUP, LLC

Website

(415) 926-7200

555 12th Street
Suite 925
Oakland, CA 94607

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


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.)


Alameda County, CA Financial Advisor FAQs

A financial advisor helps you invest your money and provides expertise on how to allocate funds for long-term goals or an emergency fund.
Find someone that you can trust. You should be able to feel free to contact your financial advisor whenever you need them, and not have to worry about having special hours or being brushed off when you call with questions.
Financial advisors typically charge either an hourly rate or a percentage of assets. Hourly rates are based on what they might have charged in their last full-time, salaried position. Percentages of assets are charged as a fraction or percentage of total investment holdings.
In addition to just asking what the advisor's credentials are, it's also a good idea to inquire about their past portfolio management experience. You should also ask if they have access to a team of analysts and advisers who can help them make more informed investment decisions for you or whether they only use their own industry expertise