Financial Advisors
Oakland, CA
Modern Family Finance is a fee-only financial advisory firm in Oakland and San Francisco specializing in tax-smart financial planning for tech professionals, self-employed individuals, women, and LGBTQ+ clients. Led by CFP-certified advisors with direct experience in tech equity compensation, the firm helps ambitious professionals design personalized financial strategies around RSUs, stock options, tax optimization, investment management, and pursuing financial independence or career flexibility. They combine fiduciary financial planning with life-centered guidance to help clients align their money with their values and goals.
Ideal for: Tech professionals with equity compensation, self-employed business owners, women seeking financial empowerment, LGBTQ+ couples and families, professionals pursuing financial independence or career transitions
Service area: Oakland and San Francisco Bay Area
Fee-Only, Fiduciary Advisors: As fee-only fiduciaries with no commissions or proprietary products, they legally act in your best interest and provide transparent pricing with no hidden fees.
Tech Equity Compensation Specialists: Deep expertise in navigating RSUs, ESPPs, stock options, and concentration risk—tailored for Bay Area tech employees managing complex equity packages.
Life-Centered Financial Planning: They specialize in helping clients pursue financial independence, career pivots, and lifestyle flexibility by connecting financial decisions to personal values and life goals.
Address: 1999 Harrison St #1800, Oakland, CA 94612
Phone: (415) 295-6206
Website: modernfamilyfinance.com
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