Best Financial Advisors in Oakland, CA

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List of Firms

Oakland, CA Fiduciary Financial Advisors

SEC File# 801-56417
CRD# 108383
4 out of 5
Location 1111 Broadway #1630, Oakland, CA 94607, USA
Phone (800) 700-0089
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
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Infinity Financial Services
SEC File# 801-117719
CRD# 304981
3 out of 5
Location 212 Ninth St STE 202, Oakland, CA 94607, USA
Phone (510) 588-8000
Time Monday: 6:00 AM – 5:00 PM Tuesday: 6:00 AM – 5:00 PM Wednesday: 6:00 AM – 5:00 PM Thursday: 6:00 AM – 5:00 PM Friday: 6:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
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Balance Financial Planning, LLC
Location 5438 Shafter Ave, Oakland, CA 94618, USA
Phone (510) 847-7432
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Liberty Group
SEC File# 801-112351
CRD# 286001
4 out of 5
Location 411 30th St 2nd floor, Oakland, CA 94609, USA
Phone (510) 658-1880
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
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Focused Finances, LLC
Location 1300 Clay St, Oakland, CA 94612, USA
Phone (877) 746-7914
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Palisade Financial
Location 4801 Harbord Dr, Oakland, CA 94618, USA
Phone (510) 350-7174
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Merrill Lynch Wealth Management Advisor Tyler Graffigna
Location 1111 Broadway 22nd Floor, Oakland, CA 94607, USA
Phone (510) 208-3817
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Merrill Lynch Wealth Management Advisor Josephine White
Location 1111 Broadway 22nd Floor, Oakland, CA 94607, USA
Phone (510) 208-3826
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Modern Financial Planning
5 out of 5
Location 5940 College Ave f, Oakland, CA 94618, USA
Phone (510) 519-7009
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Bak Chan - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 1 Kaiser Plaza Ste 455, Oakland, CA 94612, USA
Phone (510) 891-7050
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Merrill Lynch Wealth Management Advisor Justin J Hurd
Location 1111 Broadway 22nd Floor, Oakland, CA 94607, USA
Phone (510) 208-3818
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Curtis Financial Planning
5 out of 5
Location 2655 Haverhill Dr, Oakland, CA 94611, USA
Phone (510) 451-3528
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Sierra Pacific Financial Advisors, LLC
SEC File# 801-123728
CRD# 131738
Location 1300 Clay St #600, Oakland, CA 94612, USA
Phone (925) 223-8868
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Merrill Lynch Wealth Management Advisor Sylvia Jorgensen
Location 1111 Broadway 22nd Floor, Oakland, CA 94607, USA
Phone (510) 208-3813
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David Whalen - Morgan Stanley
Location 1999 Harrison St Suite 2200, Oakland, CA 94612, USA
Phone (510) 891-5231
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Jeff L Breininger - Morgan Stanley
Location 1999 Harrison St Suite 2200, Oakland, CA 94612, USA
Phone (510) 891-5203
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Financial Advisors in Oakland, CA

Where Certified Financial Advisors in Oakland, CA Serve

Oakland, CA is a bustling city on the east side of the San Francisco Bay Area, with a rich history and diverse culture. The city is home to several landmarks, including the iconic Oakland Tribune Tower, the historic Fox Theater, and the beautiful Lake Merritt. Top employers in the area include Kaiser Permanente, the Port of Oakland, and the University of California, Berkeley. Major highways and streets in the area include Interstate 580, Interstate 880, and Broadway. The city is divided into several unique neighborhoods, including the trendy Uptown district, the historic Old Oakland district, and the bustling Chinatown district. With its vibrant culture, stunning landmarks, and diverse neighborhoods, Oakland is a city that truly has something for everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Oakland, CA are serviced by banks through various channels, including online banking, mobile banking, ATM services, and in-person branch visits. However, one specific thing about Oakland is that the city has a large population of unbanked and underbanked individuals. This means that many residents do not have access to traditional banking services, which can make it difficult for them to save money, build credit, and access loans. To address this issue, some banks in Oakland have developed programs to provide financial education and services to these underserved communities, such as offering low-cost checking accounts and credit-building loans. By doing so, banks are helping to promote financial inclusion and empower Oakland residents to achieve their financial goals.

Insurance Broker

Residents of Oakland, CA can benefit from the services of an insurance broker in a variety of ways. One of the most common ways is by helping them navigate the complex world of health insurance. With Oakland being a diverse city, it can be challenging for residents to find a plan that meets their unique needs and budget. An insurance broker can assist them in finding the right coverage, explaining the benefits and limitations of each plan, and helping them enroll. Additionally, with Oakland being prone to natural disasters such as earthquakes and wildfires, an insurance broker can help residents secure adequate coverage for their homes and personal property, ensuring that they are protected in the event of a disaster. Overall, an insurance broker can provide valuable assistance to Oakland residents in navigating the complex world of insurance and securing the coverage they need to protect themselves and their families.

Retirement Planning

Residents of Oakland, CA could greatly benefit from the services of a retirement planner. Oakland is known for its diverse population, with many different cultures and income levels represented. A retirement planner can help residents navigate the complex world of retirement planning, regardless of their background or financial situation. They can provide guidance on things like saving for retirement, investing wisely, and creating a budget that works for each individual's unique needs. Additionally, many residents of Oakland face high housing costs and other financial challenges that can make retirement planning seem daunting. A retirement planner can help residents find creative solutions to these challenges and ensure that they are on track to achieve their retirement goals. Overall, a retirement planner can be an invaluable resource for anyone looking to secure their financial future and enjoy a comfortable retirement in Oakland, CA.

Wealth Management

Residents of Oakland, CA can greatly benefit from the services of a wealth manager. One of the most common ways that a wealth manager can help is by providing guidance on investment strategies that align with the unique opportunities and challenges of the Oakland market. For example, Oakland has a thriving arts and culture scene, which can create investment opportunities in areas such as real estate and tourism. Additionally, Oakland is known for its diverse population and social justice activism, which may influence investment decisions for socially responsible investors. A wealth manager can help residents navigate these factors and develop a personalized investment plan that meets their financial goals and values.

Mortgage Loan Officer

Residents of Oakland, CA can benefit greatly from the services of a mortgage loan officer. With the city's high cost of living, many residents struggle to afford a home in the area. A mortgage loan officer can help by providing guidance on the different types of loans available and assisting with the application process. They can also help residents understand the local housing market and find homes that fit within their budget. Additionally, Oakland has a diverse population, and a mortgage loan officer who is knowledgeable about the different cultural and language needs of the community can provide valuable support to those who may face language barriers or other challenges. Overall, a mortgage loan officer can be a valuable resource for anyone in Oakland who is looking to purchase a home.

Tax Services

Residents of Oakland, CA can benefit greatly from the expertise of a tax advisor in several ways. Firstly, a tax advisor can help residents navigate the complex tax laws and regulations specific to the city of Oakland, which can be quite daunting for the average person. Additionally, a tax advisor can help residents minimize their tax liability by identifying deductions and credits that they may be eligible for. This is particularly important in Oakland, where the cost of living is high, and every penny counts. Furthermore, a tax advisor can help residents plan for their financial future by offering advice on retirement planning, estate planning, and other financial matters. Overall, the services of a tax advisor can provide invaluable support to residents of Oakland in managing their finances and achieving their financial goals.

Estate Planning Lawyer

Residents of Oakland, CA can benefit from the services of an estate planning lawyer in several ways. Firstly, an estate planning lawyer can assist in drafting a will or trust, ensuring that assets are distributed according to the individual's wishes after their death. This is particularly important in Oakland, where the cost of living is high, and property values have increased significantly. Secondly, an estate planning lawyer can help minimize taxes, which is crucial in Oakland, where the tax rates are among the highest in the country. Additionally, an estate planning lawyer can assist in establishing a power of attorney, which is essential in the event of incapacitation or disability. Overall, an estate planning lawyer can provide valuable guidance and support to Oakland residents in ensuring their assets are protected and distributed as they intend.

Oakland, CA Financial Resources

Oakland, CA Chamber of Commerce

https://www.oaklandchamber.com/

Oakland, CA City Hall

https://www.oaklandca.gov/

Oakland, CA Public Library

https://oaklandlibrary.org/

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Oakland, CA