Fiduciary Financial Advisors in Oakland, CA

 

Connect With a Financial Advisor

We did the hard work of finding trustworthy partners.
Now you can explore what service is best for you.

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We Only Work With The Best Financial Advisor Firms


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 Financial Advisor in Oakland, CA Help You?

Financial advisors are professionals whose job it is to help you assess your overall financial health and create a plan for a fiscally successful future. They can help with:

  • Tax planning
  • Retirement planning
  • Life transition planning
  • Investing
  • Debt reduction
  • Increasing your credit score

Most advisors are in person, and will request to meet with you regularly while managing your finances. These advisors are the most costly, however they also have the greatest level of experience and can provide a personalized, detailed experience. If you aren’t starting with an asset pool greater than $250,000, then an online or robo-advisor may be best for you. They offer slightly less power, however they are far cheaper. Many people find that these products offer a financial benefit even if it is not as great a benefit as a traditional advisor could provide.

 

The Value Of A Retirement Financial Advisor 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 Advisor Near Oakland, CA

Connect With a Financial Advisor

We did the hard work of finding trustworthy partners.
Now you can explore what service is best for you.
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Top Financial Advisors Serving Oakland, CA

Oakland is the most populous city in the East Bay and the 8th most populous in California. 

The city receives about 260 days of sun per year and has a warm-summer Mediterranean climate, according to the Kӧppen climate classification system. 

It has also consistently ranked as one of the most ethnically diverse cities in the US. 

If you don’t live in Oakland but still want to take advantage of one of our advisors, don’t worry. As long as you are local to one of these areas, our advisors can serve you:

When Do You Want To Retire?


How far away is your dream life?

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FAQs About Certified Financial Advisors In Oakland, CA

Financial advisors usually charge fee-only packages based on a small percentage of a client’s total assets under the advisor’s management.
Financial advisors help clients improve their financial health and make progress towards their savings goals.
It depends on how much you have in savings and how much you can put towards savings every month.
Research not just what other clients say about advisors in your area but also what their qualifications are.