Find financial planners in Oakland

Modern Financial Planning is a fee-only firm interested in optimizing your finances while you maximize your life. Find out who we are and who we are not. Learn why we're different and how we may be a good fit for you. We offer in-depth financial planning and investment management services. We combine our deep expertise, leveraging of technology, and

Balance Financial Planning, LLC is a fee-only firm providing unbiased, practical financial planning and investing advice. We work with individuals, families, and small businesses to help grow your wealth and plan the life you want. As a CFP practitioner and registered investment advisor, we always put the interests of the client first. It is our top

When you need to trust your financial planner to align finances with values, come to Communitas, the socially responsible choice. We provide financial planning services-retirement and estate, insurance, budgeting, and investment management-to working and middle-class people, and non-profits and businesses. As a fee-only firm, we don't take commissions

Looking at the full picture will help us as we work together to identify your goals and make a plan. We call it: Turning "thought bubbles" into reality. A clear vision and path forward is step #1. But we don't stop there. When you have The Center by your side, you're never alone. We'll be with you every step of the way, cheering you on, helping you