Explore Financial Advisors Serving Oakland, CA

Modern Financial Planning offers comprehensive financial advisory services for tech professionals and retirees. Specializing in equity compensation planning, tax optimization, and investment management, we serve clients nationwide through remote consultations. As fiduciaries, we provide unbiased advice focused on maximizing client wealth while addressing retirement goals, tax efficiency, and life milestones.

Infinity Financial Services supports financial advisors nationwide with transition services, back-office solutions, and modern wealth management tools. We specialize in helping advisors move to independent models while providing secure digital platforms for client management. Our comprehensive services include asset management, brokerage, insurance, and risk management solutions.

First and Main Financial provides comprehensive financial planning and investment management services. Specializing in retirement strategies, college savings, and wealth transition, we serve individuals and business owners. Our client-centric approach combines personalized advice with rigorous professional standards.

Schultz Collins provides fiduciary investment advisory services tailored to individuals, retirement plans, and institutions. We specialize in customized portfolio supervision, financial planning, and litigation support, emphasizing client education and collaborative decision-making. Our non-discretionary approach ensures clients maintain control over investment strategies while benefiting from 25+ years of industry expertise and proprietary analytical tools.

Bell Investment Advisors provides fiduciary financial planning and investment management services tailored to Bay Area clients. We help individuals and families achieve long-term financial goals through personalized retirement strategies, portfolio management, and guidance during major life transitions. Our fee-only model ensures unbiased advice aligned with client needs.

Communitas Financial Planning offers fee-only financial advisory services specializing in socially responsible investing, retirement planning, and estate strategies. We serve individuals, non-profits, and businesses seeking to align their financial goals with ethical values. Our fiduciary approach ensures transparent, conflict-free advice tailored to clients' unique needs.

Balance Financial Planning offers fee-only financial planning and investment advisory services in Oakland, CA. We specialize in retirement planning, tax optimization, and portfolio management using low-cost index funds and ETFs. Our client-centered approach prioritizes personalized strategies to help individuals and families achieve long-term financial goals.

Progressive Asset Management is a national financial advisory firm specializing in socially responsible investing and comprehensive wealth planning. Since 1994, we've helped individuals, families, and organizations create customized investment strategies that align financial goals with personal values. Our services include retirement planning, asset allocation, and ESG (Environmental, Social, Governance) portfolio management.