Find a Financial Planner in Orinda, CA

 

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We Only Work With The Best Orinda 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 Orinda, CA


  • Financial Advisor Close to Orinda, 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 Orinda 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 Orinda 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 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 Orinda can include managing client retirement accounts, investments, tax plans, and more.
26.7% of Orinda'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 Orinda area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning names the beneficiaries of your estate upon death and who has the responsibility to make healthcare and financial decisions on your behalf if you are incapacitated during life. A comprehensive estate plan includes a living will and other types of legal documentation as needed to achieve its intended outcome. In the Orinda area, qualified financial professionals--like financial advisors--offer estate planning services.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Orinda area.
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 Orinda 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 Orinda 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 Orinda area when dealing with high-interest credit card debt and private student loans.

 

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

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

  • Population: 19,646
  • % of Population 62 Years and Over: 26.7%
  • Average Home Value: $1523,300
  • Average Monthly Housing Cost: $3,615
  • Average Household Income: $283,978
  • 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 Orinda, CA


MCM ADVISERS, LP

Website

(925) 631-9100

89 Davis Road
Suite 100
Orinda, CA 94563

SEC#: 801-50572
Years in Business: 25 years

PENSERRA CAPITAL MANAGEMENT LLC

Website

(800) 456-8850

4 Orinda Way
Suite 100-A
Orinda, CA 94563

SEC#: 801-80466
Years in Business: 6 years

AXA ROSENBERG INVESTMENT MANAGEMENT LLC

Website

(925) 254-6464

4 Orinda Way
Building E
Orinda, CA 94563

SEC#: 801-56080
Years in Business: 22 years

MCDONALD CAPITAL INVESTORS INC

Website

(925) 258-5401

4 Orinda Way
Suite 120-D
Orinda, CA 94563

SEC#: 801-17866
Years in Business: 38 years

URSA FUND MANAGEMENT LLC

Website

(415) 529-6040

51 Moraga Way
Suite 8
Orinda, CA 94563

SEC#: 801-110698
Years in Business: 4 years

SCP INVESTMENT, LP

Website

(925) 253-1800

4 Orinda Way
Suite 180-D
Orinda, CA 94563

SEC#: 801-108352
Years in Business: 4 years