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
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.
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.
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
Stoyan Panayotov
CFA
Babylon Wealth Management
Walnut Creek, CA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Estate and Legacy Planning, Stock Option Planning, Charitable Giving, Tax Advisory, Impact Investing
Babylon Wealth Management is a fee-only financial advisor serving busy professionals and families in San Francisco Bay Area and nationally.
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.
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
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
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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)
