The Best Financial Advisors in Oakland

Let us help you find the best financial advisor for your needs.

Here is our List of the 10 Oakland Financial Advisor

Affinity Capital Advisors LLC

ACA assists individual investors, families, small businesses, non-profits and foundations with a broad spectrum of services. Our belief is that working together and establishing a trusted relationship built on communication allows us to provide the greatest value.

At ACA, we feel strongly about the obligation we have to our clients. We hold ourselves accountable to the highest of standards – we are established as a Registered Investment Advisory Firm and adhere to the stringent guidelines of the CFP® board.

Services

WEALTH MANAGEMENT
By examining income, living expenses, assets and debt, we prepare a comprehensive financial plan for our clients that serves as a roadmap for our recommendations.
COMPREHENSIVE FINANCIAL PLANNING
We believe in comprehensive financial planning and follow the six steps recommended by the Financial Standards Board for the financial planning process.
TAX PLANNING
Our practice includes the services of a CPA, who is one of our managing partners.
RETIREMENT PLANNING
Many clients come to us for a retirement plan. We typically assess the client’s resources, evaluate planned levels of spending in retirement, and then prepare a plan for the utilization of retirement assets and retirement income.
ESTATE PLANNING
Estate Planning plays a critical role in a well executed Financial Plan.
COLLEGE SAVINGS PLANNING
We encourage our clients to begin college savings early, whether we are counseling the parents or grandparents.

825 Page Street Berkeley CA, 94710

Babylon Wealth Management

Babylon Wealth Management is a fee-only financial advisor for busy professionals and families based in San Francisco and Walnut Creek, CA.

We provide personalized, objective, and fiduciary financial advice to ENABLE YOU to make SMART FINANCIAL DECISIONS so you can PURSUE YOUR DREAMS.

“As a father, husband and entrepreneur, I understand how important for you is to excel in your career, spend more time with your family and achieve your key financial milestones.” – Stoyan Panayotov, CFA.

Personal Approach
We are a boutique wealth management firm in the San Francisco Bay Area, committed to helping you achieve your personal and financial goals.

Investment Expertise
Employing our proprietary BESPOKE ALPHA® strategy, we invest in high growth, innovative, and socially responsible companies with strong management and vision for the future.

Fiduciary Commitment
As fiduciary financial advisors, we are committed to providing you with objective and trustworthy investment advice with your best interest in mind.

Bespoke Support
Our tailored approach has an in-depth focus on long-term growth, wealth preservation, and tax efficiency.

Services

WEALTH MANAGEMENT
We are one of the top boutique financial advisors that service clients in San Francisco and the Bay Area.
FINANCIAL PLANNING
Babylon Wealth Management provides personalized financial planning to individuals and families in the San Francisco and the Bay Area.
CORPORATE RETIREMENT
Our 401k consulting and retirement planning services help busy business owners and entrepreneurs make the most out their corporate 401k and retirement plans.

150 N. Wiget Lane, Suite 203 Walnut Creek, CA 94598

Blume Capital Management Inc

Blume Capital provides investment advisory and financial planning services to clients who value a disciplined, long-term approach to growing and protecting their assets.

We deliver highly personalized financial counsel in a distinctly non-institutional setting. Our principals have decades of investment experience and our primary mission is to carefully steward our clients’ assets.

Blume Capital’s founder, Jim Blume, launched the firm in 1993 to provide unbiased financial guidance and investment advice to individuals and families. Over the years we’ve grown with our clients to serve their evolving needs but have always held fast to our core values and adhered to our value-focused investing discipline.

You have a unique set of objectives, questions, and priorities. We are dedicated to serving your individual needs, building enduring relationships, helping you stay focused on your financial goals, and always acting in your best interest. Blume Capital aims to bring order and direction to your financial life, freeing you to pursue what matters most to you.

Services

Investment Management
Value-oriented, research-driven investing that helps weather volatile markets and delivers for the long-term.
Financial Planning
We work closely with you to identify critical concerns and help you plan and prepare for your future.

1708 Shattuck Avenue, Berkeley, CA 94709

Chang & Associates Financial Advisors

Our firm specializes in serving the financial management needs of individuals and small businesses. Our services cover all areas of financial management, from investment and retirement planning to risk management and tax efficiency.

Whether you are an individual looking for a trusted advisor or a small business looking for a full service approach, our firm is your resource.

Our staff consists of experienced professionals with a “hands on” approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your financial goals a reality.

Financial planning is a process through which an action plan is created with the goal of converting financial dreams into achievable financial goals.

Services

FINANCIAL PLANNING
Financial planning is a process through which an action plan is created with the goal of converting financial dreams into achievable financial goals.
INVESTMENT MANAGEMENT
Investment management can be a time-consuming and daunting task. For many, it could even be emotional. This is especially true in times of high market volatility, during which sensational media reports could prompt investors to make emotional investment decisions that may potentially lead to irreversible damages to their financial situations in the long run.

2820 Telegraph Avenue Berkeley, CA 94705

Curtis Financial Planning, LLC

We’re also committed to empowering our clients to relish life today, on their terms–whether that means pursuing their passions, sharing new experiences with loved ones, or simply investing in items that bring them joy. Because we believe financial success means more than hitting a target rate of return on your investments each year.

It also means living your best life now, and making financial decisions that feel good to you because they align with your values. That’s why we treat every client relationship like a true partnership. Success is personal. And however you define it, we want to help you achieve it.

We tend to be a good fit for Single, Widowed and Divorced Women who want to delegate their ongoing financial planning and wealth management needs to a trusted advisor. Many of our clients come to us because they’re seeking more control over their day-to-day finances, navigating a major life change, or planning for the future.

Services

Day-To-Day Financial Management
We help you understand and manage your finances today, so you can make financial decisions that support your passions, values, and desired future.
Financial Planning & Goal Setting
Whether you are working towards retirement or have recently acquired wealth, we help you identify and achieve your near- and long-term financial goals.
Responsible Investment Management
We design and oversee an investment strategy that supports your financial plan while considering the impact on society and the environment.

2655 Haverhill Drive Oakland, CA 94611

D. A. Flowers & Company LLC

D. A. Flowers& Company is a fee-only Financial Planning and Investment Management firm. Fee-only means that we do not receive commissions, sell any financial products or receive any compensation beyond the fees clients pay directly to us.

Financial Planning provides a comprehensive view of your financial situation and recommends specific actions for you to take in the short, medium and long term time horizons.

Planning is a collaborative process between D. A. Flowers & Company and you. Our role is to understand your goals, aspirations and concerns and then translate those ideas into concrete objectives that can be addressed with specific strategies.

Services

FINANCIAL PLANNING
Financial Planning provides a comprehensive view of your financial situation and recommends specific actions for you to take in the short, medium and long term time horizons. Planning is a collaborative process between D. A. Flowers & Company and you.
INVESTMENT MANAGEMENT
Investment management is the prudent allocation of your financial resources in order to achieve your financial goals. Proper design, implementation, and management of your investment portfolio is critical to your financial success and security. D. A. Flowers & Company provides investment management services on a fee only basis.

2213 5th Street, Berkeley CA, 94710

DABK Financial Planning Services

We help you achieve the financial well-being that is required to reach your non-financial goals. We do this by providing affordable and conflict-free hourly or flat-fee financial planning advice.

We are fully independent of any financial institutions and are compensated only by our clients on an hourly, flat one-time or on-going basis. We serve everyone, not just those who are affluent or have large investment assets. Our holistic approach emphasizes the integration of life planning with financial advice.

Your advisor is committed to the fiduciary standard of care which requires putting the client’s interest above that of the advisor.

Services

Time-constrained Financial Planning or Advice – Flat Fee
The deliverable of this service is a financial report describing the strengths and weaknesses of your financial condition, along with our recommendations for reaching your specified goals.
Annual Retainer – Flat Fee
After an initial session, if you decide to have an ongoing advisor-client relationship, we will monitor and evaluate your progress towards your goals and respond to any issues or concerns that you may have.
Hourly Advice (two-hour minimum for new clients)
If there are specific issues you are concerned with, we focus on these topics after reviewing your personal profile as well as your monthly cash flow and assets-liabilities data.

1569 Solano Ave. #538 Berkeley, CA 94708

Elmwood Wealth Management

We offer a flexible fee structure in effort to better match your needs and personal circumstances to the services we provide. Contact us for a complimentary consultation. Cutting edge electronic technology to communicate with our clients. We provide you with a secure client portal to monitor investments, share and store documents.

We build and preserve wealth. Elmwood makes your life easier while maximizing your investment potential. Frequent communication enables us to create investment plans based on your own unique circumstances.

We deliver an all-inclusive wealth management service, comprised of financial planning, investment management, and tax and estate services. This is carried out by using a combination of in-house expertise and strategic alliances to create a personal experience for every client, regardless of their situation.

Services

Financial Planning
Financial planning is included in our wealth management package. Many of us have similar goals, whether it be saving for our children’s education or creating a plan for our retirement.
Investment Management
Investment management is a core service included in our overall wealth management package. Once an investment plan is developed, we build a custom portfolio for you to meet your investment needs.
Tax and Estate Planning
Unlike most investment firms, tax and estate planning is a core service included in our overall wealth management package. The coordination of client tax and estate planning activities is essential to truly service a clients financial needs.

2027 Fourth Street, Suite 203 Berkeley, CA 94710

Financial Connections Group, Inc.

Managing your finances today, let alone planning for what tomorrow may bring, doesn’t happen automatically – or easily. Squeezed by the demands of daily life, you may know the importance of setting a path to a secure financial future but placed it on the back burner. The good news is that financial planning doesn’t have to be an overwhelming burden.

We strive to reduce the complexities of planning and investing. Partner with Financial Connections to bridge your present with your future. We offer broad expertise with individual attention. We recognize that all people are created equally different and a plan needs to be unique to you and your circumstance.

We usually work in teams of two so both of us know your situation. An added benefit is our clients receive the experience and judgement of at least two people whether financial planning or investment management.

SERVICES

TOUR OF OUR SERVICES
FINANCIAL PLANNING
INVESTMENT MANAGEMENT
CONCIERGE SERVICE
RETIREMENT PLANNING
SOCIALLY RESPONSIBLE INVESTING

21 Tamal Vista Blvd. #105 Corte Madera, CA 94925

Fruition Advisors LLC

As a comprehensive financial planning firm, our goal is to completely understand each client’s unique financial circumstances. Our approach is to carefully analyze clients’ financial situations, provide individualized recommendations for clients to meet their financial objectives, and monitor progress.

Our emphasis is on realistic goal-setting and the promotion of long-term financial health. We believe that everyone deserves peace of mind and security when looking toward their financial future. Fruition Advisors focuses on transparency, integrity, and honesty.

We are a fee-only firm. This means we do not accept commissions or referral fees or sell any financial products. Everything relevant to clients’ individual situations is disclosed.

As a result, we do not have any conflicts of interest. Acting in a fiduciary capacity, our responsibility is always to clients first, with clients’ best interests driving all recommendations. Our role is to be a trusted and dedicated partner and support clients in achieving their short and long-term financial goals.

Services

Financial Planning
Financial planning is the process of identifying financial needs and desires, establishing financial goals, and creating clear pathways to financial success.
Comprehensive Financial Services
Financial planning is both a personal and professional endeavor and we seek to develop long-term relationships with clients as they move through life’s evolving stages.
Investment Management
Fruition Advisors is partnered with Gemmer Asset Management LLC to provide personalized investment management solutions to clients.

1159 Keith Avenue Berkeley, CA 94708

The Best Financial Advisors in Oakland

Let us help you find the best financial advisor for your needs.

We have listed the Top 10 Financial Advisor in each capital city based on our selection criteria

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