Find a Financial Planner in Berkeley, CA

 

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

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We Only Work With The Best Berkeley 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, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

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

Trustworthiness

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

 

Our Process for Choosing
An Independent Financial Advisor in Berkeley, CA


  • Financial Advisor Close to Berkeley, 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 Berkeley Help You?

Wealth management is a type of financial planning that focuses on asset protection and risk management for high-net-worth individuals and organizations. It provides those in the Berkeley area with advisory and management services on the full spectrum of a client’s finances, including financial and investment advice, legal and estate planning, accounting, tax services, business financial planning, debt management, and retirement planning.
Personal financial planning focuses on organizing and optimizing a client's finances through risk management, debt reduction, investment management, and more. Some of the most common services in Berkeley include retirement planning, investment management, tax planning, estate planning, asset management, and debt management.
17.5% of Berkeley'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 Berkeley area can create a custom plan and walk with you each step of the way.
Estate planning is a good way to ensure that your asset base is bequeathed to the appropriate beneficiaries and is properly in accordance with estate tax laws. Comprehensive estate planning in the Berkeley area consists of more than just writing a will; it also requires setting up trusts, naming an executor, funeral arrangements, and more.
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 Berkeley area an ongoing effort.
Tax planning refers to a service offered by qualified financial professionals who analyze your financial situation comprehensively and determine how best to use deductions and write-offs to minimize your tax payments. In the Berkeley 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 Berkeley 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 and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Berkeley area when dealing with high-interest credit card debt and private student loans.

 

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


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

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

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

Find a Fee-Only Financial Planner Near Berkeley, CA

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

  • Population: 121,485
  • % of Population 62 Years and Over: 17.5%
  • Average Home Value: $1036,700
  • Average Monthly Housing Cost: $1,883
  • Average Household Income: $130,006
  • 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 Berkeley, CA


CLAYTON PARTNERS LLC

Website

(415) 296-5070

3160 College Avenue
Suite 203
Berkeley, CA 94705

SEC#: 801-85190
Years in Business: 6 years

NORTH BERKELEY WEALTH MANAGEMENT, LLC

Website

(510) 528-5820

1820 Solano Ave
Suite C1
Berkeley, CA 94707

SEC#: 801-64572
Years in Business: 15 years

VOLEON CAPITAL MANAGEMENT LP

Website

(341) 333-2059

2484 Shattuck Avenue, Suite 300

Berkeley, CA 94704

SEC#: 801-78633
Years in Business: 7 years

AFFINITY CAPITAL ADVISORS LLC

Website

(510) 984-0261

825 Page Street

Berkeley, CA 94710

SEC#: 801-81133
Years in Business: 6 years

WILLOW GROVE ADVISORS, LLC

Website

(510) 705-1693

2040 Bancroft Way
Suite 201
Berkeley, CA 94704

SEC#: 801-117042
Years in Business: 1 years

BLUME CAPITAL MANAGEMENT, INC.

Website

(510) 549-3534

1708 Shattuck Ave.

Berkeley, CA 94709

SEC#: 801-55922
Years in Business: 22 years

MINDFUL MONEY

Website

(510) 848-0012

2150 Shattuck Avenue, Suite 700

Berkeley, CA 94704

SEC#: 801-79017
Years in Business: 7 years

PARKSIDE ADVISORS LLC

Website

(510) 883-1350

2040 Bancroft Way
Suite 300
Berkeley, CA 94704

SEC#: 801-63021
Years in Business: 17 years

ELMWOOD WEALTH MANAGEMENT

Website

(510) 858-2722

2027 Fourth Street
Suite 203
Berkeley, CA 94710

SEC#: 801-110782
Years in Business: 3 years

ACCESS SOFTEK ADVISORY SERVICES

Website

(510) 898-7606

727 Allston Way
Suite C
Berkeley, CA 94710

SEC#: 801-116873
Years in Business: 1 years