Financial Advisors
Oakland, CA
Modern Financial Planning is a fee-only financial advisory firm specializing in comprehensive financial planning and investment management for professionals with stock options and RSUs. Located in Oakland, the firm combines deep financial expertise with technology and a network of professionals to optimize clients' finances while helping them maximize their life. They offer in-depth planning services and a free financial assessment to determine if your situation is a good fit for their specific expertise.
Ideal for: Tech professionals with stock options or RSUs, Bay Area executives, employees seeking equity compensation optimization
Service area: Oakland, CA and surrounding Bay Area communities
Fee-Only Advisors: Modern Financial Planning operates on a fee-only basis with no commissions, ensuring their advice is aligned with client interests rather than product sales.
Tech & Stock Compensation Expertise: The firm specializes in financial planning for professionals with stock options and RSUs, offering tailored strategies for equity compensation and tech industry employees.
Free Financial Assessment: Prospective clients receive a complimentary assessment and initial consultation to determine if the firm is a good fit for their specific financial situation.
Address: 344 Thomas L Berkley Way M10, Oakland, CA 94612
Phone: (510) 519-7009
Website: modernfp.com
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