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
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
Our mission is to empower busy professionals and their families to achieve their future financial goals. I am a fee-only planner based in San Francisco, CA, serving clients locally and nationwide
Glen Monroe
CFP®
Monroe Wealth Management
San Francisco, CA
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Stock Options
We speak tech. From RSUs and stock options to early retirement, Monroe Wealth Management delivers fee-only, fiduciary planning built exclusively for technology professionals
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
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
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
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Kim Wohler
RSSA®, CFP®
Apella Wealth
Berkeley, CA
Specialties: Holistic Financial Planning, Retirement Income Planning, Social Security Filing Strategy, Tax Planning, Socially Responsible Investing (SRI) , Investment Management
Headquartered in Marin County with additional offices in Berkeley and San Francisco. We service clients in the North Bay, San Francisco and the East Bay.
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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)
