Find a Financial Planner in Oakland, CA

 

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

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We Only Work With The Best Oakland 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 Oakland, CA


  • Financial Advisor Close to Oakland, 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 Oakland Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Oakland 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 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 Oakland include retirement planning, investment management, tax planning, estate planning, asset management, and debt management.
16.1% of Oakland's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Oakland area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
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 Oakland 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 Oakland 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 Oakland 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 in the Oakland area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. 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 Oakland area when dealing with high-interest credit card debt and private student loans.

 

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

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

  • Population: 425,097
  • % of Population 62 Years and Over: 16.1%
  • Average Home Value: $697,400
  • Average Monthly Housing Cost: $1,647
  • Average Household Income: $108,297
  • 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 Oakland, 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: 13 years

WESPAC ADVISORS, LLC

Website

(510) 287-5255

519 17th Street
5th Floor
Oakland, CA 94612

SEC#: 801-69552
Years in Business: 12 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

DHR INVESTMENT COUNSEL LTD

Website

(510) 596-2580

5435 College Ave
Suite 200
Oakland, CA 94618

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