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Modern Family Finance

(19)

Tech Industry
Holistic
Life

“I feel much more confident working with her than my previous bank and trust that she's helping me to invest my money in a way that aligns with my values.”

FAQs

What is your investment philosophy?

Our investment approach is oriented around helping you maximize the chance that you will achieve your most important financial goals. Investments are a key tool in realizing your financial goals. We believe in a disciplined investment approach designed to capture, not beat, market returns over a long period of time. We do not time markets or pick stocks. Read about our investment approach.

How do you keep my information safe?

We keep all your information confidential, safe and secure. Our client portal and office systems employ advanced security features and protocols to protect your data.

Do you sell insurance?

No, we do not sell insurance. As part of our work together, we assess your risks and may recommend that you purchase insurance to protect against worst case scenarios. To help you find an appropriate policy, we can provide referrals to independence insurance consultants. We do not receive commissions for any referrals.

You can find more info on the FAQ page of our website.

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In Touch Financial Services

(4)

Sell
Understanding
Home

“Weathersby's senior-oriented specialist training and incredible patience and understanding, as well as her untiring dedication and indomitable positivity enabled us to achieve a great outcome.”

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Modern Financial Planning

(15)

Goals
Mind
Team

“Mike Troxell, founder of Modern Financial, is tremendously knowledgeable, an expert in his field and provides best in class client support and advising.”

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Liberty Group

(3)

“I also enjoy CEO David Hollander's weekly radio broadcasts for his up-to-date insights on market trends and dynamics.”

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Lula Financial

(8)

Financial Advice

“Talking about finances and future financial decisions are hard topics but after ever session I'm always grateful for his help, knowledge, and pumped for the next 6 months review appointment.”

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Curtis Financial Planning

(2)

“Cathy Curtis is extremely knowledgeable on all aspects of personal finance and investing.”

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The 24 firms listed for Oakland, CA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Oakland, CA

All 24 firms we list here are in Oakland itself. We have 26 firms in Oakland on file; this page shows the highest-rated 24. 11 of the firms on this page have a rating, from 4.0 to 5.0 across 82 reviews; 8 are rated 4.5 or higher. 3 are open on Saturdays. The services the firms on this page list most often on their websites are estate planning (2), financial planning (2), retirement planning (2) and services for individuals (2). 4 show a license on their websites. 20 have ten or more years of experience, the longest 48 years. 1 offers payment plans and 1 offers a free initial consultation. We have a website on file for 23 of the firms on this page; 16 publish a contact page; 13 list a public email and 8 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.

Do firms listed for Oakland take financial planning bookings online?

8 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.

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Magnum CPA

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Tiffany Groode Financial

(8)

Debt
Coaching

“We went in a bit in over our heads and one of the first things she said after reviewing our paperwork was that this was totally doable, but didn't sugarcoat what we had in front of us.”

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Focused Finances

Featured

í ½í³¢ Important news regarding estate planning! The estate tax exemption is set to change in 2026 because of the sunsetting provisions in the Tax Cuts and Jobs Act (TCJA). nnThough 2026 might feel like it's in the distant future, it's crucial to start planning now. These changes are significant, and even if Congress ultimately steps in to tweak or extend the current rules, preparing now is key. nnSwipe through for the details on how this could affect you â©ï¸ Have questions? Feel free to reach out to our office. Thatâs what weâre here for.

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P F Wealth Management Group

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Average Cost	$3712
Minimum cost	$1238
Maximum cost	$10517
Avg Per Hour Rates	$372

Best Financial Advisors in Oakland, CA

Modern Family Finance

In Touch Financial Services

Modern Financial Planning

Liberty Group

Lula Financial

Curtis Financial Planning

Area overview: Oakland, CA

Magnum CPA

Alan J. Statman Dba Trust Matters

Aman Deol CPA -Deol & Associates

Financial Avengers

Nor-Cal FDC

Tiffany Groode Financial

Focused Finances

Ak Global Asset Management

Walsh Financial Consulting

Wilkinson Wealth Management

California

Sasser Investment Management

Grizzly Peak Group

Rye Financial Services

Global Investment Co

Savant Investment Group

Communitas Financial Planning

P F Wealth Management Group

Retirement Planning and Investment Management Services in Oakland, CA Cost Estimates

Why these companies made our list

Financial Advisors near Oakland

Popular in Oakland