Retirement Planning in Alameda County, CA

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List of Firms

Top Retirement Planners in Alameda County, CA

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Meet Your Potential
SEC File# 801-111055
CRD# 158043
Location 4625 First St #240, Pleasanton, CA 94566, USA
Language http://meetyourpotential.us/
Directions
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Defined Financial Planning, LLC
Location 2413 Webb Ave Suite B, Alameda, CA 94501, USA
Phone (510) 200-8655
Language https://definedplanning.com/
Directions
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The Wealth Conservatory
Location 2300 First St #336k, Livermore, CA 94550, USA
Phone (800) 472-1844
Language http://www.wealthconservatory.com/
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Leal Financial Planning
5 out of 5
Location 900 E Hamilton Ave Suite 100, Campbell, CA 95008, USA
Phone (408) 679-3354
Language http://www.lealfp.com/
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Altamont Wealth Management
SEC File# 801-111987
CRD# 136031
Location 486 S K St, Livermore, CA 94550, USA
Phone (925) 606-8181
Language http://altamontwealth.com/
Directions
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Academy of Financial Planning
Location 5776 Stoneridge Mall Rd, Pleasanton, CA 94588, USA
Phone (925) 261-7000
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Andrews Financial Services LLC
Location 1101 Marina Village Pkwy Suite 201, Alameda, CA 94501, USA
Phone (415) 888-7175
Language https://www.andrewsfinancialservices.com/
Directions
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Moore & Burkhardt Wealth Management
SEC File# 801-78808
CRD# 168267
Location 39275 State St, Fremont, CA 94538, USA
Phone (510) 494-2077
Language http://www.mooreburkhardt.com/about_us/
Directions
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Alameda County Employees Retirement Association
4 out of 5
Location 475 14th St #1000, Oakland, CA 94612, USA
Phone (510) 628-3000
Language https://www.acera.org/
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Crow Financial Planning
Location 2603 Camino Ramon # 228, San Ramon, CA 94583, USA
Phone (925) 804-6253
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R L Brown Advisory Group
Location 3015 Hopyard Rd STE O, Pleasanton, CA 94588, USA
Phone (925) 425-9610
Language http://www.rlbrownadvisors.com/
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Rubicon Financial Partners
5 out of 5
Location 1151 Harbor Bay Pkwy Ste 135, Alameda, CA 94502, USA
Phone (510) 523-4283
Language http://www.rubiconca.com/
Directions
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Auspicious Financial Planning
SEC File# 801-113980
CRD# 297962
Location 2603 Camino Ramon STE 200, San Ramon, CA 94583, USA
Phone (925) 355-1200
Language http://auspiciousfinancial.com/
Directions
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New Spring Financial Planning
Location 2440 Camino Ramon # 135, San Ramon, CA 94583, USA
Phone (925) 327-1010
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Leininger Financial Services
Location 5776 Stoneridge Mall Rd # 115, Pleasanton, CA 94588, USA
Phone (510) 728-3578
Language http://www.llfinancial.com/
Directions
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Prudent Prospera Planning LLC
Location 5506 Sunol Blvd #205, Pleasanton, CA 94566, USA
Phone (925) 523-3459
Language http://www.prudentprospera.com/
Directions
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Asti Financial Management
4 out of 5
Location 1101 Marina Village Pkwy Suite 201, Office 275, Alameda, CA 94501, USA
Phone (510) 525-8557
Language http://www.astifinancial.com/
Directions
Retirement Planning in Alameda County, CA

About Alameda County, CA for Those Planning to Retire

Alameda County, located in the San Francisco Bay Area, is a diverse and vibrant community with a rich history and numerous landmarks. From the stunning vistas of the Oakland Hills to the bustling streets of downtown Oakland, there is something for everyone in this dynamic county. Some of the most notable landmarks in Alameda County include the iconic Golden Gate Bridge, the historic Jack London Square, and the beautiful Lake Merritt. These landmarks are just a few of the many attractions that draw visitors from around the world to this region. When it comes to employment, Alameda County is home to some of the top employers in the state, including Kaiser Permanente, Oracle, and the University of California, Berkeley. These companies provide thousands of jobs and contribute significantly to the local economy. Major highways and streets in Alameda County include Interstate 580, Interstate 880, and the Bay Bridge.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Alameda County, CA can benefit from a bank in numerous ways. For instance, a bank can provide financial services such as checking and savings accounts, loans, and credit cards. This can help residents manage their money more effectively and efficiently. Additionally, many banks offer online banking services, which can be particularly useful for those who live in Alameda County, as it is home to numerous tech companies and a highly connected population. Furthermore, banks can provide access to financial education and resources, which can help residents make informed decisions about their finances and plan for the future. Overall, a bank can be a valuable resource for residents of Alameda County, helping them to achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Alameda County, CA can benefit greatly from the services of an experienced insurance broker. With a population of over 1.6 million, Alameda County is the seventh most populous county in California and is home to a diverse community. An insurance broker can help residents navigate the complex world of insurance, including health, auto, and home insurance. In Alameda County, where the cost of living is higher than the national average, an insurance broker can help residents find affordable policies that meet their unique needs. Additionally, with the county's proximity to San Francisco and Silicon Valley, many residents work in tech and other high-paying industries, making it even more crucial to have adequate insurance coverage. An insurance broker can provide personalized advice and tailored solutions to help residents protect their assets and achieve financial security.

Wealth Management

Residents of Alameda County, CA could greatly benefit from the services of a wealth manager in a variety of ways. One specific aspect of Alameda County that could be addressed by a wealth manager is the high cost of living in the area. With a wealth manager's guidance, residents could develop strategies to manage their finances more effectively and make the most of their resources. This might include investing in real estate or other assets that appreciate over time, or developing a savings plan that takes into account the unique challenges of living in a high-cost area. Additionally, a wealth manager could help residents navigate the complex tax laws that apply in California, ensuring that they are maximizing their deductions and minimizing their liabilities. Overall, the expertise of a wealth manager could help residents of Alameda County achieve their financial goals and secure their financial futures in a challenging economic environment.

Financial Advisor

Residents of Alameda County, CA can benefit from the services of a financial advisor in many ways. For instance, a financial advisor can help individuals and families in Alameda County to create a personalized financial plan that is tailored to their unique needs and goals. This is particularly important in this county, which is known for its high cost of living and competitive job market. A financial advisor can also help residents of Alameda County to navigate the complex world of investments and retirement planning, ensuring that they are making informed decisions that will help them achieve long-term financial stability. Additionally, a financial advisor can provide guidance on tax planning, estate planning, and other important financial matters that can have a significant impact on an individual's overall financial health. With the help of a skilled financial advisor, residents of Alameda County can take control of their finances and build a brighter future for themselves and their families.

Mortgage Loan Officer

Residents of Alameda County, CA can benefit from the assistance of a mortgage loan officer in several ways. First, due to the high cost of living in the Bay Area, many residents may struggle to save enough money for a down payment on a home. A mortgage loan officer can help these individuals explore their options for low down payment programs, such as FHA or VA loans. Additionally, Alameda County is home to a diverse population, including many immigrants and non-native English speakers. A mortgage loan officer who can communicate effectively in multiple languages can help these individuals navigate the complex process of obtaining a mortgage. Finally, as a region with a high concentration of tech workers, many residents of Alameda County may have non-traditional income sources, such as stock options or freelance work. A skilled mortgage loan officer can help these individuals find lenders who are willing to work with their unique financial situation.

Tax Services

Residents of Alameda County, CA can greatly benefit from the expertise of a tax advisor. With the complex tax laws and regulations in California, having a knowledgeable advisor can help individuals and businesses maximize their tax savings and avoid costly mistakes. Specifically, in Alameda County, where the median home value is $877,000, a tax advisor can assist homeowners in navigating the property tax system. With the implementation of Proposition 19, which allows homeowners over 55 to transfer their property tax base to a new home, a tax advisor can help ensure that the process is done correctly and that the homeowner receives the maximum benefit. Additionally, with the county's diverse population and thriving small business community, a tax advisor can provide guidance on tax planning, compliance, and strategies to minimize tax liability. Overall, a tax advisor can help residents of Alameda County navigate the complex tax landscape and ensure that they are taking advantage of all available tax-saving opportunities.

Estate Planning Lawyer

Residents of Alameda County, CA could benefit from the services of an estate planning lawyer in numerous ways. One of the most common ways is by creating a comprehensive plan that ensures their assets are distributed according to their wishes after their death. With the high cost of living in Alameda County, many residents have accumulated significant wealth over their lifetime, making it crucial to have a solid estate plan in place. Additionally, an estate planning lawyer can help residents minimize their tax liabilities, which can be especially important in a state with some of the highest income tax rates in the country. Furthermore, given the county's diverse population, an estate planning lawyer can assist individuals who may have unique cultural or religious considerations when it comes to estate planning. Overall, an estate planning lawyer can provide invaluable guidance and support to Alameda County residents in navigating the complex and often overwhelming process of planning for the future.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services in Alameda County, CA can provide a range of financial planning services to help individuals prepare for their golden years. These services can include investment advice, tax planning, estate planning, and more. Alameda County, located in the San Francisco Bay Area, is home to a diverse population of retirees, including many who have worked in the tech industry. With its high cost of living and competitive job market, retirement planning in Alameda County can be particularly challenging. However, a skilled retirement planner can help individuals navigate these challenges and create a comprehensive plan that meets their unique needs and goals. Whether you are looking to maximize your retirement savings, minimize your tax burden, or ensure that your estate is properly managed, a retirement planner in Alameda County can provide the guidance and support you need to achieve your financial objectives.

Alameda County, CA is the ultimate destination for anyone seeking a reliable retirement planner. This county boasts of a diverse range of financial advisors who possess a wealth of knowledge in retirement planning. The county's strategic location in the Bay Area provides access to a wide range of financial institutions and investment opportunities. Additionally, the county's thriving economy and high standards of living make it an ideal place to retire. With a plethora of options available, retirees can rest assured that they will receive personalized and comprehensive retirement planning services that cater to their unique needs. The county's financial advisors are adept at navigating complex financial markets and providing sound investment advice. Whether it's creating a retirement income plan, managing assets, or minimizing taxes, Alameda County's retirement planners have got you covered. With their expertise and professionalism, retirees can enjoy a stress-free and financially secure retirement.