What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Oakland, CA area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Oakland, CA Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Cathy Curtis
CFP®
Curtis Financial Planning
Oakland, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Based in Oakland, California, Curtis Financial Planning is a fee-only financial planning firm specializing in the finances of independent women.
Michael Jensen
CFP®
Falcon Wealth Planning, Inc.
Oakland, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Irvine, CA, serving clients locally and across the country
Jane Yoo
CFP®, MBA
Jane Financial, LLC
Oakland, CA
Specialties: Equity compensation, Tax planning, Investment management, Comprehensive financial planning
Fee-Only financial planner located in Oakland, CA, serving clients locally and across California
Don Martini
CFP®, CFA®
Envision Financial Planning
San Francisco, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Personal Budgeting and Cash Flow, Risk Management, Estate Planning
Fee-Only financial planner located in San Francisco, CA, serving clients locally and across the country
Patricia Jennerjohn
MBA, CFP®
Focused Finances, LLC
Oakland, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Oakland, CA, serving clients locally and across the country
Cheryl Vesely
CFP®, MA
Balance Financial Planning, LLC
Oakland, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner serving the Oakland, CA area.
Jennifer Dazols
CFP®
Modern Family Finance
Oakland, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Oakland, CA, serving clients throughout the San Francisco Bay Area and across the world.