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    Financial Consultant Oakland Near Me

    Curtis Financial Planning Lula Financial Modern Financial Planning Tiffany Groode Financial Infinity Financial Services Edward Jones - Financial Advisor: RJ Martin, AAMS™ Edward Jones - Financial Advisor: Benjamin Blake, CFP®
    Oakland > Financial planner > Financial consultant Oakland

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    1. Curtis Financial Planning - Oakland

    · 2 reviews

    2655 Haverhill Dr, Oakland, CA 94611

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    1. 1. Designate Curtis Financial Planning as your trusted financial partner to manage the complexities of your wealth, so you can focus on what you love.
    2. 2. Benefit from our expertise in financial and estate planning, investments, and charitable giving tailored to self-made women and female-led households.
    3. 3. Enjoy the confidence of working with a fee-only, independent Registered Investment Advisor with a fiduciary duty to act in your best interest.
    4. 4. Align your investments with your values through our ESG (Environmental, Social, and Governance) investment strategies, considering both financial return and positive impact.
    5. 5. Navigate sudden wealth or life changes with our complimentary Essential Sudden Wealth Checklist and personalized guidance.

    2. Lula Financial - Oakland

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    · 18 reviews

    66 Franklin St 3rd floor, Oakland, CA 94607

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    1. 1. Fee-only financial advisors and fiduciaries, dedicated to simplifying financial planning for you.
    2. 2. Personalized financial strategies, tailored to your unique needs, ensuring a secure financial future.
    3. 3. Experience the difference with our thorough, patient, and knowledgeable advisor, Benjamin, who makes finances understandable.
    4. 4. Comprehensive financial restructuring, transforming complex finances into an easy-to-understand and actionable plan.
    5. 5. Expert financial advice, backed by proven results and a commitment to your long-term financial well-being.

    3. Modern Financial Planning - Oakland

    · 5 reviews

    344 Thomas L Berkley Way M10, Oakland, CA 94612

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    1. 1. Fee-only financial planning, dedicated to optimizing your finances while you enjoy life to the fullest.
    2. 2. In-depth financial planning and investment management, utilizing cutting-edge technology and a network of professionals for top-notch service.
    3. 3. Free Financial Assessment for prospective clients, starting with a short call to ensure your situation matches our expertise.
    4. 4. Specializing in serving young families, tech employees, and medical professionals in Oakland, Berkeley, San Francisco, and across the US.
    5. 5. Personalized attention from our advisors, like Mike, who go above and beyond to meet your financial needs.

    4. Tiffany Groode Financial - Oakland

    · 8 reviews

    1939 Harrison St Suite 908, Oakland, CA 94612

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    5. Infinity Financial Services - Oakland

    · 4 reviews

    212 9th St STE 202, Oakland, CA 94607

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    1. 1. Revolutionize your financial management with our automated, paperless application process, reducing errors and costs.
    2. 2. Experience unparalleled reliability with our 8Financial platform, offering 99.99% availability and advanced security.
    3. 3. Empowering independent financial advisors with robust business tools, comparable to top-tier broker dealers.
    4. 4. Seamlessly transition to an RIA or hybrid business model with remote meeting capabilities and digital signatures.
    5. 5. Partner with a trusted national network of professionals, receiving market insights, regulatory updates, and personalized wealth management support.

    6. Edward Jones - Financial Advisor: RJ Martin, AAMSâ„¢ - Oakland

    · 2 reviews

    490 Grand Ave Suite 100, Oakland, CA 94610

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    1. 1. Complimentary consultation with our financial advisors, tailored to your unique goals and investing style.
    2. 2. Virtual or in-person meetings for your convenience, allowing you to find the right match for your financial needs.
    3. 3. Start saving now for a more secure financial future - our advisors can help you build strong habits for tomorrow.
    4. 4. 84% of clients report increased financial comfort during the pandemic while working with our advisors.
    5. 5. Exclusive investment strategies from Edward Jones, designed to maximize returns and put time on your side.

    7. Morgan Stanley Financial Advisors - Oakland

    · 1 reviews

    1999 Harrison St Suite 2200, Oakland, CA 94612

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    8. Edward Jones - Financial Advisor: Benjamin Blake, CFP® - Oakland

    · 2 reviews

    5330 College Ave Suite 230, Oakland, CA 94618

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    1. 1. Personalized financial advice tailored to your unique needs, helping you achieve your financial goals with confidence.
    2. 2. Experienced advisor Benjamin Blake, dedicated to putting you at ease and providing expert guidance for your financial future.
    3. 3. Exclusive services available only in the U.S., with investments and offerings tailored to your location and financial priorities.
    4. 4. Interactive tools such as the Starting Point tool and My Priorities quiz, designed to help you understand and plan your financial strategy.
    5. 5. Stay informed with weekly market highlights and economic news, ensuring you're always up-to-date on the latest financial trends.
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    Welcome to ForCaliforniaLovers, your ultimate guide to finding the top-notch financial planners in Oakland. We understand the importance of making informed decisions when it comes to managing your finances, and that's why we've curated a comprehensive list of the best businesses specializing in financial consultancy in this vibrant city. Whether you're a seasoned investor or just starting to navigate the complex world of finance, our platform is designed to connect you with the most reputable and experienced financial planners in Oakland. With their expertise, you can confidently plan for your future, optimize your investments, and achieve your financial goals. Explore our carefully selected directory and discover professionals who are dedicated to providing personalized solutions tailored to your unique needs. At ForCaliforniaLovers, we believe that everyone deserves access to reliable financial advice, and we're here to ensure that you find the perfect financial planner to guide you on your path to financial success. Start your journey today and unlock the potential of your financial future with our trusted partners in Oakland.


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