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 Berkeley, 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 Berkeley, CA Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Brian Pon
CFP®, EA
Financial Connections Group, Inc.
Berkeley, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Socially Responsible Investing (SRI) , Investment Management, Tax Planning
Headquartered in Marin County with additional offices in Berkeley and San Francisco. We service clients in Sonoma, San Francisco and the East Bay.
Joseph Kuo
CFP®
Farther Finance
Newark, CA
Specialties: Comprehensive Financial Planning, Equity Comp (RSU, Options, ESPP) Strategy, Tax Planning, Investment Management, Family Planning (College, Estate)
Fee-Only financial planner located in Fremont, CA, serving clients locally and across the country
Carrie Sax
CFA®, CFP®
EP Wealth Advisors
Berkeley, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Marjorie Bennett
CFA, MBA
Chicago Partners Wealth Advisors
Berkeley, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee only investment and financial advisor based in Chicago, IL with a second location in Princeville, HI. We work with high net worth clients across the nation.
Jonathan DeYoe
AIF, CPWA®
EP Wealth Advisors
Berkeley, CA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
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
Jill Hollander
CFP®, CRPC™®, ADPA™®
Financial Connections Group, Inc.
Berkeley, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Socially Responsible Investing (SRI) , Investment Management, Tax Planning
Headquartered in Marin County with additional offices in Berkeley and San Francisco. We service clients in Sonoma, San Francisco and the East Bay.
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
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
