Financial Advisors
Oakland, CA
Lula Financial is a fee-only, fiduciary financial planning firm in Oakland that makes financial planning accessible and straightforward. They help individuals and couples with comprehensive financial planning including retirement, budgeting, home buying, RSU/stock options, tax guidance, college savings, life insurance, student debt, and credit card debt. Their approach focuses on creating clear, actionable plans tailored to your specific situation.
Ideal for: Tech workers with stock options, young professionals saving for homes, couples coordinating finances, anyone frustrated with traditional financial advisory relationships
Service area: Oakland and San Francisco Bay Area
Fee-Only & Fiduciary: Lula Financial operates as a fee-only fiduciary advisor, meaning they're legally required to act in your best interest without commission conflicts.
Tech & RSU Expertise: They specialize in financial planning for tech workers with stock options, RSUs, and ESOPs — a service particularly valuable for Bay Area professionals.
Transparent Pricing: Fixed fees for financial plans ($2,000 for individuals, $3,000 for couples) with optional ongoing advising at $100-200/month — no surprise commissions.
Address: 66 Franklin St 3rd Floor, Oakland, CA 94607
Phone: (415) 637-5087
Website: lulafinancial.com
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