Best Financial Advisors in Orinda, CA

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List of Firms

Orinda, CA Fiduciary Financial Advisors

SEC File# 801-57434
CRD# 11025
5 out of 5
Location 2 Orinda Theatre Square Suite 210, Orinda, CA 94563, USA
Phone (925) 253-4300
Directions
SEC File# 801-68289
CRD# 144875
Location 6201 Medau Pl, Piedmont, CA 94611, USA
Phone (510) 339-3933
Directions
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Mindworx Group
Location 52 La Vuelta, Orinda, CA 94563, USA
Phone (925) 254-9042
Directions
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Gaskin Wealth Management
Location 925 Country Club Dr, Moraga, CA 94556, USA
Phone (925) 376-7335
Directions
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Marc LaRhette, Certified Financial Planner®
Location 3650 Mt Diablo Blvd UNIT 104, Lafayette, CA 94549, USA
Phone (510) 839-0920
Directions
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Pioneer Advisory
Location 25 Sullivan Dr, Moraga, CA 94556, USA
Phone (925) 255-3695
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Fruition Advisors LLC
Location 1159 Keith Ave, Berkeley, CA 94708, USA
Phone (510) 507-2220
Directions
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Mosher Financial Advisors, LLC
Location 3658 Mt Diablo Blvd # 210, Lafayette, CA 94549, USA
Phone (925) 284-9470
Directions
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Capital Advantage, Inc.
SEC File# 801-55896
CRD# 108985
5 out of 5
Location 3470 Mt Diablo Blvd #A215, Lafayette, CA 94549, USA
Phone (925) 299-1500
Directions
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Teros Advisors
Location 3697 Mt Diablo Blvd #175, Lafayette, CA 94549, USA
Phone (925) 282-2260
Directions
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LKH Bookkeeping
Location 29 Orinda Way #2137, Orinda, CA 94563, USA
Phone (925) 254-3052
Directions
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Morgan Stanley Financial Advisors
Location 2 Orinda Theatre Square Ste 322, Orinda, CA 94563, USA
Phone (925) 254-3888
Directions
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Carreden Group Inc
Location 1100 Moraga Way # 209, Moraga, CA 94556, USA
Phone (925) 389-6359
Directions
Financial Advisors in Orinda, CA

Where Certified Financial Advisors in Orinda, CA Serve

Orinda, CA is a quaint city nestled in the rolling hills of Contra Costa County. It boasts an array of landmarks that showcase its rich history and culture, such as the Orinda Theatre, which has been a staple in the community since 1941, and the Orinda Country Club, a prestigious golf course that has hosted numerous tournaments. The city is also home to top employers like the Orinda Union School District and the Orinda Parks and Recreation Department, which provide ample job opportunities for residents. Major highways and streets in Orinda include Highway 24, which runs through the heart of the city and connects it to neighboring towns like Lafayette and Walnut Creek, and Moraga Way, a major thoroughfare that leads to the nearby town of Moraga. The city is also known for its picturesque neighborhoods, such as Sleepy Hollow and Glorietta, which offer stunning views of the surrounding hills and valleys.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Orinda, CA are serviced by banks in a variety of ways. One of the most common ways is through checking and savings accounts, which allow residents to manage their money and make transactions easily. Many banks in Orinda also offer loans for homes and businesses, as well as credit cards and investment services. One specific feature of Orinda that impacts banking is the town's high median household income, which is over $200,000. This means that banks in Orinda may offer more high-end services and products to cater to the needs of their affluent clientele.

Insurance Broker

Residents of Orinda, CA can benefit greatly from the services of an insurance broker. An insurance broker can help them navigate the complex world of insurance policies and find the best coverage for their specific needs. In Orinda, where the cost of living is higher than the national average, an insurance broker can help residents find affordable insurance options that still provide adequate coverage. Additionally, Orinda is prone to wildfires, and an insurance broker can help residents understand their options for fire insurance and make sure they have the appropriate coverage in case of a disaster. Overall, an insurance broker can provide peace of mind and financial security for residents of Orinda.

Retirement Planning

Residents of Orinda, CA could benefit from a retirement planner in several ways. One of the most common ways is by helping them to create a comprehensive retirement plan that takes into account their specific financial goals and needs. A retirement planner can also help residents of Orinda navigate the complexities of Social Security and Medicare, as well as provide guidance on investments and tax planning. Additionally, given that Orinda is a relatively affluent community, a retirement planner can help residents to manage their wealth and plan for the transfer of assets to future generations. Overall, a retirement planner can provide invaluable assistance to residents of Orinda who are looking to secure their financial future and enjoy a comfortable retirement.

Wealth Management

Residents of Orinda, CA can benefit greatly from the services of a wealth manager. With its high median household income and affluent population, many residents have significant assets that require careful management. A wealth manager can help Orinda residents with a variety of financial planning needs, including retirement planning, tax optimization, estate planning, and investment management. Additionally, with the high cost of living in the Bay Area, a wealth manager can help residents navigate the complex financial landscape and make informed decisions about their finances. For example, a wealth manager may be able to help Orinda residents identify tax-efficient investment strategies or provide guidance on how to maximize their retirement savings. Overall, a wealth manager can provide valuable support and guidance to Orinda residents looking to achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Orinda, CA can benefit greatly from the services of a mortgage loan officer. These professionals can assist with the process of obtaining a mortgage for a new home purchase or refinancing an existing mortgage. In Orinda, where the median home value is over $1.5 million, a mortgage loan officer can help residents navigate the complex and competitive housing market. They can also provide guidance on the different types of mortgages available, such as fixed-rate or adjustable-rate mortgages, and help residents determine which option is best for their financial situation. Additionally, mortgage loan officers can help residents understand the various fees and costs associated with obtaining a mortgage, and work with them to secure the most favorable terms and interest rates possible. Overall, the expertise and guidance of a mortgage loan officer can be invaluable for residents of Orinda looking to purchase or refinance a home.

Tax Services

Residents of Orinda, CA can benefit greatly from the expertise of a tax advisor. With high property values and a relatively high cost of living, Orinda residents may be subject to complex tax laws and regulations that can be difficult to navigate. A tax advisor can provide guidance on deductions and credits that may be available to Orinda residents, as well as help them plan for future tax liabilities. Additionally, with many Orinda residents working in the tech industry, a tax advisor can provide specialized advice on stock options and other forms of equity compensation. Overall, a tax advisor can help Orinda residents optimize their tax situation and ensure they are not paying more than necessary to the IRS.

Estate Planning Lawyer

Residents of Orinda, CA can benefit from the services of an estate planning lawyer in a number of ways. One of the most common ways is through the creation of a comprehensive estate plan that addresses their unique needs and goals. This may involve drafting wills and trusts, establishing powers of attorney and healthcare directives, and developing strategies for minimizing estate taxes. In Orinda, where the median home value is over $1.5 million, many residents may also require guidance on how to protect their assets and ensure their legacy is passed down to future generations. An estate planning lawyer can provide invaluable advice and support in navigating these complex legal issues, helping Orinda residents achieve peace of mind and security for themselves and their loved ones.

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