Modern Family Finance
“What I value most about working with the team at Modern Family Finance is having a very capable, patient, and empathetic sounding board that understands my full financial picture.”
Best Financial Advisors in Oakland, CA
22 firms listed · all 22 in Oakland · 3 open weekends · 8 rated 4.5+ · 5 show a license
Data verified November 2, 2026
Liberty Group
“David Hollander and Sheri Lederer are a wonderful team who always help us to understand and complete our financial plans.”
Aman Deol CPA -Deol & Associates
“This past year, he has been invaluable in assisting me as the Executor of a very complicated Trust.”
In Touch Financial Services
“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
“Bryan has a great ability to take a complex portfolio and turn it into a simple, clear picture that is easy to understand at a glance.”
Lula Financial
“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.”
The 22 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 22 firms we list here are in Oakland itself. We have 26 firms in Oakland on file; this page shows the highest-rated 22. 10 of the firms on this page have a rating, from 4.0 to 5.0 across 143 reviews; 8 are rated 4.5 or higher. 3 are open on Saturdays. 5 show a license on their websites. 19 have ten or more years of experience, the longest 48 years. We have a website on file for all 22 of the firms on this page; 14 publish a contact page; 11 list a public email and 7 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?
7 of the 22 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.
Tiffany Groode Financial
“I've experienced Tiffany to have an ability to quickly zero in on the essence of our financial situations and then partner with us to bring real-world clarity and strategy to our much needed financial solutions.”
Alan J. Statman Dba Trust Matters
Nor-Cal FDC
Financial Avengers
“Their advice has saved me thousands of dollars.”
Ak Global Asset Management
Focused Finances
Wilkinson Wealth Management
Global Investment Co
Walsh Financial Consulting
California
Grizzly Peak Group
Sasser Investment Management
P F Wealth Management Group
Communitas Financial Planning
AM Advisors
Hannah Wealth Management
Why these companies made our list
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