Fee-Only Financial Advisors in Oakland, CA

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

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.

Ginger Ames

EA, CFP®, CDAA

Whisper Financial LLC

Oakland, CA

Daniel T. Goodman

CLU®, CFP®

Sierra Pacific Financial Advisors, LLC

Oakland, CA

Janet Wan

CFP®, CPFA

Sierra Pacific Financial Advisors, LLC

Oakland, CA

Rosario Chacon

CFP®, FBS®

Wealth-Source Financial

Oakland, CA

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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)

    NAPFA Consumer Tools PDF

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