Best Financial Advisors in Berkeley, California

“I have been working with Bryan Hasling at Modern Financial Planning since 2018, and I really recommend him. Before working with Bryan, my investments felt like a fragmented and disparate nest egg that I had a hard time grasping. 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. Bryan is gifted at explaining financial concepts in a way that anyone can grasp. This high level of communication has given me more confidence in planning for my future. I trust his expertise so much that I have even enrolled family members to have Bryan manage their investments as well. He even set me up with a tax professional who could meet my needs as a person who has worked in multiple countries. If you want clarity and a partner you can trust, Bryan is a great choice.”

“I recently had the pleasure of working with Alex at RHS Financial, and I couldn't be happier with the experience. The initial meetings—introduction, discovery, and proposal sessions—were all complimentary and incredibly informative. I've never felt pressured to work with him. Alex took the time to explain how RHS Financial operates, and I felt completely comfortable and well-informed throughout the process. He always made sure to prioritize my best interests in every recommendation. Alex's ability to tailor strategies to my specific financial goals and circumstances was impressive. His knowledge is extensive, and his genuine commitment to helping me succeed makes all the difference. Alex's love for studying and learning has led him to gain all the highest accreditations in the industry, which only adds to my confidence in his guidance. If you're looking for a financial advisor who's knowledgeable, innovative, truly cares about you as a client, and your long-term success, I can't recommend Alex at RHS Financial enough.”

“I’ve been working with Glen as my financial advisor, and he’s been an incredible resource, especially as a business owner. He’s extremely knowledgeable, proactive, and has helped me optimize my finances in a way that’s both strategic and easy to understand. Most importantly, he’s been very effective at keeping my tax rates as low as possible while making sure everything is done correctly. Glen is responsive, thoughtful, and clearly has his clients’ best interests in mind. I’d highly recommend him to anyone looking for a solid, trustworthy financial advisor.”

“Working with Rick's team at Financial Zen has far exceeded my expectations in every way! Before selecting Rick, I talked with 10+ financial advisors, and no one came close to the quality and value he offers. I just finished Financial Zen's six-month onboarding program, in which Rick and his team helped me transform my finances from sorta disorganized to 100% streamlined. As an operations and UX professional, I am a harsh judge of customer experience, but I have only effusively positive things to say about Rick's approach to working with clients. He visibly cares about creating a top-quality, high-ROI client experience — and it shows in every aspect of his work. In the time I've worked with Rick, he's also been building out his team and has ensured that every member of Financial Zen delivers the same level of excellence. Beyond getting clear on my cash flow and streamlining my financial accounts, Rick's program includes tasks that other advisors considered out of scope (or would charge extra for), like auditing my insurance, reviewing tax returns, and jointly working with an estate lawyer. He has thoroughly and thoughtfully designed every aspect of his program, like having comprehensive to-dos managed through a Monday dashboard, plus weekly modules complete with helpful videos and a workbook. In addition to the program's standard curriculum, Rick has enthusiastically worked with me to address bespoke topics and to-do's for embarking on creating a solopreneur business. To me, this is the ultimate testament to Rick's commitment to helping people with all aspects of their financial health. Other advisors had zero interest in helping me with my new venture because it fell outside of their usual offerings, whereas Rick was super pumped about the opportunity. His expertise, support, and excitement surpass anything I could have hoped for. This brings me to my last point: Rick and his team are a joy to work with. He's passionate about helping people through his business, and his enthusiasm is infectious. Rick clearly believes that helping people attain financial zen is the work he's meant to be doing, and it shows. I am grateful to Rick and his entire team at Financial Zen for being my personal CFO, and I wholeheartedly recommend them!”

“Writing a review for my financial planner was not on my Bingo card for my life. But when Jenni, Lisa, and Cathy at Modern Family Finance are as fantastic as they are, it has to be done. To set the scene: I don’t know anything about money, or the market, or really budgeting, if we’re being honest. My working class family didn’t know anything to teach me, and I was resistant to learning because I was sure it would mean discomfort at best and shame at worst. Luckily, opposites attract, and my spouse is a Responsible Adult who wanted to manage some inheritance in addition to our weirdly/ unnecessarily complicated financial situation. Enter: Modern Family Finance, referred to us by a friend. In my mind, they are fantastic for three main reasons. 1.) Based on what I just described, you will not be surprised to learn that I truly have no clue as to the wizardry they do with investing, but I love this. As far as I’m concerned, my accounts are like little Tamagotchis that I get to occasionally login to check and see how they’re thriving. Our money is doing great, our finances are tidy, and our goals are being met! My Responsible Adult spouse DOES want to know, and Modern Family is an open book and wants to teach. Everyone wins! 2) The whole process of working together centers around YOUR particular and specific needs, goals, and personal priorities. They keep in mind both short term needs and long term visions to help you get and stay on track. I really appreciated the emotional intelligence and care Jenni brings, especially to our early meetings, and I still think about the questions she asked to help us understand our own relationships to money, and what needs to heal to move forward. They truly work with you where you are. Their approach is clearly not just about managing money, but building quality of life and empowerment. 3) They are truly the kindest people you could hope to work with. Getting me to respond to an email about life insurance or the 401K from ten years ago is like trying to put a cat in a bathtub, but somehow, miraculously, they don’t judge. The team is thoroughly patient, kind, ridiculously detail oriented, and in general the most delightful people you’d hope to meet. As a queer couple navigating major life transitions, they give us clarity, patience, and structure without overwhelm. We’ll be clients for life.”

“Finding a financial advisor who not only understands the markets but genuinely cares about your personal journey is rare. I am incredibly fortunate to work with Roshani. She specializes in the tech sector, which is crucial for my portfolio, and her expertise has been invaluable in navigating its unique opportunities and volatility. What truly sets her apart is her commitment to clarity and accessibility. She is always available for a quick call to answer questions, and she ensures I have a full, crystal-clear understanding of every investment we make. I never feel lost or pressured; I feel educated and confident. Furthermore, her strategic planning is exceptional. She takes the time to deeply understand my short and long-term goals and builds her strategy accordingly. This was most evident recently when we experienced the unexpected events of a major family move and the arrival of a new child. Without skipping a beat, she quickly pivoted our entire plan to accommodate these significant life changes. Beyond her direct financial planning, she is a phenomenal resource. She immediately introduced me to key contacts in her network to assist with other opportunities and services related to our expanding portfolio. She doesn't just manage money; she helps build holistic financial success. I wholeheartedly recommend her to anyone looking for expert, personalized, and proactive financial guidance.”

“My wife and I have been clients for years with Sonoma Wealth Advisors. We feel that Chris, Daren and Rose are the best of the best and always respond quickly and professionally. One area that shines is their ability to stay well informed on the markets and adjust our portfolio accordingly. We have sought information and analysis regarding our investments and through their personalized approach and state of the art computer system. We are able to visually see the growth of each of our investments, as well as, our entire portfolio's value by using the Sonoma Wealth portal. We have experienced that they are working hard for what is best for our entire family. We have two daughters and Chris, Daren and Rose have always put their futures as of utmost importance. Working with financial professionals who are family based is a blessing in our lives! Thank you Sonoma Wealth Advisors, Daniel and Katherine Edwards”

“Having Citrine handle our financial plan has been an incredible investment in our family's stability, confidence, and overall happiness. We began working with Nick at Citrine about nine months ago, and in those nine months our financial wellbeing has improved dramatically. It's an incredible service and team. Highly recommend!”

“I first contacted Stoyan to get advice on the timing of converting a traditional IRA to Roth. His answer was so thoughtful that I realized I'd benefit from his guidance in all aspects of my financial planning. In addition to doing a great job managing my portfolio, he researches and advises on ideas I come up with on my own—the latest being opening a donor-advised fund. I view him as a valued partner as I prepare for retirement in three years, and it give me peace of mind knowing I have a top-notch professional taking care of my financial health.”

“I have been a client of Marty forever, and he and his team have always delivered top tier bespoke financial planning services. Whether it’s his full transparency about how he and his team tap extensive expert resources to build and adjust their customized plan for my specific situation, shifting over the years to reflect the various shifts and slews of my career here in Silicon Valley, to their instant reaction to popup needs or changes, to their ongoing efforts behind the scenes to make sure those back end expert market research resources are in fact the best available, nothing has made me question my choice to entrust my finances to MA Private Wealth. I highly and unreservedly recommend MA Private Wealth to anyone seeking expert financial planning services.”

“Stoyan is an excellent financial advisor. Extremely easy to work with and unlike most advisors I have worked with he is proactive and truly cares about his clients. His responsiveness and transparency also set him apart.”

“Whenever I go in for some advice, they always have the information readily available. They are a professional team and they also have an understanding of the emotional component of investing. I have been very pleased with the success of my investments and the kindness with which they explain their position and listen to my concerns I am grateful for the handholding and their professionalism - it's a perfect combination.”

“I’ve had an exceptional experience working with Hanke & Apolonio Wealth Advisors. From the very beginning, their team demonstrated a deep understanding of financial planning, blending technical expertise with a truly personalized approach. Manny Apolonio, in particular, has been instrumental in helping me navigate key financial decisions with clarity and confidence. He takes the time to explain complex concepts in a way that’s easy to understand and always aligns strategies with my long-term goals and personal values. His ability to combine financial acumen with a coaching mindset has made a huge difference in how I think about wealth management. The firm as a whole operates with transparency, integrity, and a genuine commitment to their clients’ financial well-being. I highly recommend Hanke & Apolonio to anyone looking for a wealth management team that goes beyond just numbers—they truly care about their clients’ success.”

“My advisor, Laura Knolle, is not only extremely knowledgeable and informative, but also exceptionally caring. As I am a recent widow, Laura has helped me navigate questions ranging from insurance to car purchases. EP Wealth Management has taken the worry out of my financial future.”

“We’ve been with Jackie and her team at KB FINANCIAL ADVISORS for over a decade, and they’ve been absolutely incredible every step of the way. We first chose them because they were the top-rated firm for tech professionals, highly recommended by several major SF Tech companies — and that recommendation couldn’t have been more accurate. Jackie has helped us navigate everything from equity comp, RSUs, and IPOs to retirement planning, insurance, and estate strategy. Her advice is always thoughtful, clear, and tailored to our goals — she truly understands the tech world and the financial challenges that come with it. And when it comes to taxes, Chelsea is an absolute gem. Her depth of knowledge, attention to detail, and ability to make complicated tax situations feel manageable is unmatched. Having both our financial planning and tax strategy handled under one roof has been a game changer — seamless, smart, and stress-free. Jackie and Chelsea are not only incredibly sharp — they’re warm, responsive, and genuinely care. We’ve relied on them through career changes, market ups and downs, and major life moments, and they’ve always had our back. If you’re in tech and looking for a trustworthy, full-service financial team in the Bay Area, we can’t recommend Jackie, Chelsea, and the entire team at KB Financial Advisors, highly enough.”

“Vanessa and her team were diligent, attentive, and tireless in their search to help us find the right house for our family. Thanks to her we were able to get an amazing home at a discount on one of the most overpriced real estate markets in history. Rodney went above and beyond to help us find a mortgage program that worked for our family. He's a true specialist with deep industry knowledge and access. We felt informed and supported every step of the way. We are forever customers of this amazing team.”

“Phenomenal full spectrum wealth management firm. CEO/Owner Mike Y. is amazing. The highly recommended CFP/Wealth advisor Elena S. is absolutely brilliant and her emotional IQ is astounding. Definitely the best and most knowledgeable wealth advisor ever!”

“Great financial Planers to work with. I have been doing business for 30 years with This co. Aimee Chee”