Areas served: Oakland, CA and surrounding Alameda County
Oakland's financial advisory landscape reflects the city's economic diversity, from wealth managers serving long-established Piedmont and Rockridge families to fee-only planners working with tech professionals and entrepreneurs in Jack London Square and Uptown. The East Bay's distinct financial planning needs—including stock option management for biotech and tech employees, real estate investment guidance in a complex housing market, and retirement planning for public sector workers—require advisors with specific regional expertise. This directory provides detailed comparisons of Oakland-area financial advisors across fee structures, fiduciary standards, specializations, and minimum asset requirements.
Modern Financial Planning is a fee-only financial advisory firm in Oakland, CA specializing in stock options and RSUs for tech employees. They provide comprehensive financial planning and investment management, combining deep expertise in equity compensation with technology-driven service. The firm serves clients in the San Francisco Bay Area who need guidance navigating complex stock-based compensation packages.
“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.”
— Ulrika Andersson, Google Review · 4.9 ★ avg from 16 reviewsMonroe Wealth Management is a San Francisco fiduciary advisory firm founded by Garrett Monroe, CFP®, specializing in comprehensive financial planning for tech industry professionals and entrepreneurs. As a fee-only advisor, Monroe provides conflict-free guidance on equity compensation, tax optimization, retirement planning, and investment management. With a 5.0-star rating from 39 Google reviews, the firm serves clients throughout the Bay Area with a personalized, technology-forward approach to wealth management.
“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.”
— Robin Shapiro, Google Review · 5 ★ avg from 39 reviewsTomren Wealth Management is a fee-only fiduciary wealth management firm in San Ramon, CA, led by Tom Ren, CFP®, CFA®. The firm specializes in comprehensive financial planning and investment management for individuals, families, and business owners in the East Bay area. With a fiduciary commitment to act solely in clients' best interests and a fee-only structure with no commissions, Tomren Wealth Management provides transparent, conflict-free financial guidance across retirement planning, tax strategy, estate planning, and portfolio management.
Financial Zen is a fee-only fiduciary financial planning firm in San Francisco founded by Rick Valenzi, a CERTIFIED FINANCIAL PLANNER™ with over 14 years of experience who transitioned from Wall Street and tech sales to help high earners achieve financial independence early. Specializing in tech salespeople and young professionals, they offer proprietary programs (Foundations and Mastery) designed to accelerate the path to financial freedom without sacrificing quality of life. With a 5-star rating from 30 reviews, they serve clients throughout the U.S. and focus on making financial planning engaging and action-oriented.
“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!”
— Jessica Schwartz, Google Review · 5 ★ avg from 30 reviewsModern Family Finance is a fee-only, fiduciary financial planning firm in Oakland, CA serving Bay Area tech professionals, women, LGBTQ+ individuals, and self-employed families. The team specializes in equity compensation optimization (RSUs, ESPPs, stock options), proactive tax strategies, and life-centered financial planning designed to help clients achieve work-optional lifestyles. With a 5-star Google rating and deep expertise in the unique financial challenges facing diverse families, they provide personalized advice that feels like talking to a trusted friend.
“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.”
— Jolee del Mazo, Google Review · 5 ★ avg from 22 reviewsTrue Root Financial is a San Francisco-based financial planning and investment management firm founded by Roshani Pandey, who brings 16 years of Wall Street experience from Goldman Sachs and BlackRock. The firm specializes in helping tech professionals maximize equity compensation (RSUs, stock options, ESPP), minimize taxes, and achieve financial independence through comprehensive fiduciary planning. With a perfect 5-star rating from 22 Google reviews, True Root serves busy professionals across the country who want clarity around company exits, concentrated stock positions, and retirement planning.
“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.”
— MC Winton, Google Review · 5 ★ avg from 22 reviewsCitrine Capital is a fee-only wealth management and tax preparation firm in San Francisco founded by Ryan and Jirayr in 2014. The firm specializes in serving startup founders, entrepreneurs, and tech professionals with complex equity compensation (RSUs, stock options, QSBS). With over 115 client households and a 5-star Google rating, they offer virtual financial planning with a 24-hour response guarantee and expertise in equity tax planning, retirement planning, and Bitcoin investment management.
“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!”
— Lauren Blass, Google Review · 5 ★ avg from 17 reviewsBabylon Wealth Management is a boutique fiduciary financial advisory firm serving San Francisco and the Bay Area, specializing in comprehensive wealth management for tech professionals, pre-retirees, and tax-smart investors. Led by experienced advisors legally bound to act in clients' best interests, the firm offers personalized financial planning, investment management, stock options planning, and tax-efficient strategies tailored to each client's unique situation. With offices in San Francisco's Financial District and Walnut Creek, Babylon focuses on strategic planning, wealth preservation, and building long-term client relationships.
“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.”
— Karen Weiss, Google Review · 5 ★ avg from 11 reviewsMA Private Wealth is a boutique fiduciary wealth advisory firm in San Carlos, CA, led by Marty and his team with 30 years of experience. They specialize in sophisticated, customized investment management and financial planning for tech professionals and high-net-worth clients with $500,000+ in investments. Known for their white-glove service, institutional-level expertise, and personal touch, they serve clients across the Bay Area with offices in San Carlos and Campbell.
“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.”
— Mike Brogley, Google Review · 5 ★ avg from 11 reviewsInsight Wealth Strategies is a fiduciary financial planning firm serving San Ramon and the greater Bay Area. Led by CEO Michael Andersen and a team of CFP® professionals, they specialize in retirement planning, tax-efficient investing, and estate planning for families and business owners. As a fee-only firm, they're legally required to put client interests first, with no commissions or hidden fees.
“We’ve been with Insight Wealth Strategies since the days when David Chazin was with Lincoln Financial. As people who aren’t investment strategists ourselves, we truly appreciated the time David spent walking us through the different strategies and options available. He always made sure we understood the “why” behind every decision, and that built a strong foundation of trust. Over the years, we’ve seen David transition to building the excellent team that now includes Brian, Michael, and Chad. The handoff was smooth, and we continue to feel confident knowing we’re in great hands. Brian, Michael, and Chad are all incredibly knowledgeable, professional, and friendly. They take the time to understand our goals and communicate clearly, which gives us peace of mind. We’re very impressed with how they manage our portfolio and how proactive they are in keeping us informed and aligned with our long-term financial objectives. We highly recommend Insight Wealth Strategies to anyone looking for a thoughtful, client-focused financial advisory team.”
— S Ramsey, Google Review · 5 ★ avg from 23 reviewsAspiriant is a leading independent wealth management firm serving high-net-worth families in San Francisco and nationwide. Founded by financial planning and tax professionals, the firm is uniquely structured with approximately one-third of team members holding ownership stakes, ensuring alignment and long-term client focus. Aspiriant specializes in comprehensive financial planning, tax-conscious investment management, and multi-generational wealth strategies, combining accounting-rooted rigor with globally diversified, value-oriented investment approaches. With a 5-star Google rating and offices across the U.S., Aspiriant serves clients seeking a personalized, intellectually rigorous alternative to traditional wealth management.
“Prior to selling our business June 2020, we interviewed 3 financial advisor firms for whom we'd received referrals. We count our decision to engage Aspiriant's Team of Talia Pierluissi & Gavin Neil as one of the best financial decisions made in our 50yr personal & business journey. Their advice & guidance helped us navigate challenging & complex decisions and the transparency in which their Team operates, reinforces the trust extended involving our hard-earned assets and genuine integrity we experience with their continued oversight & management. We've not been disappointed and feel Aspiriant delivers in every capacity.”
— Greg Cunnington, Google Review · 5 ★ avg from 6 reviewsBabylon Wealth Management is a fiduciary financial advisory firm serving San Francisco and Walnut Creek, specializing in comprehensive wealth management for tech professionals, pre-retirees, and tax-smart investors. The firm offers personalized financial planning, stock options planning, tax-efficient investment strategies, and retirement planning. With two Bay Area offices and a 5-star Google rating, they provide transparent, unbiased advice tailored to each client's unique financial situation.
“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.”
— Harrison Prewett, Google Review · 5 ★ avg from 6 reviewsTopel & DiStasi Wealth Management is a fee-only financial planning firm in Berkeley, CA, led by advisors Jarrett B. Topel and Gavin L. DiStasi. With over 20 years serving the San Francisco Bay Area, they specialize in comprehensive financial planning, retirement planning, socially responsible investing, and divorce planning. The firm creates customized financial plans based on clients' values, beliefs, and priorities, serving individuals and families in Berkeley, Oakland, and throughout the Greater Bay Area.
“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.”
— Tamara Lerner, Google Review · 5 ★ avg from 5 reviewsHanke & Apolonio Wealth Advisors is a San Francisco-based financial planning firm founded by Milo F. Hanke, CFP® and Manny R. Apolonio, CFP®, with over 60 years of combined expertise. They specialize in comprehensive wealth management, retirement planning, and values-based investing for individuals and families seeking judgment-free, transparent financial guidance. Their team blends technical financial planning with positive psychology coaching to help clients build confidence and clarity around their financial future.
“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.”
— Joshua Nair, Google Review · 4.5 ★ avg from 15 reviewsEP Wealth Advisors' Walnut Creek office is a full-service wealth management team led by CFP® credentialed advisors including partners Stephanie Richman and Jonathan Spector. The firm specializes in retirement planning, estate coordination, tax-efficient investment strategies, and divorce financial planning for high-net-worth individuals and families in the East Bay. With a 5.0-star rating and a dedicated team of financial planners, portfolio managers, and client relationship associates, they provide personalized, multi-generational wealth strategies for Walnut Creek and the greater Bay Area.
“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.”
— Marty Campbell, Google Review · 5 ★ avg from 5 reviewsKB Financial Advisors in San Francisco specializes in equity compensation planning, tax strategy, and wealth management for tech professionals and founders. With over 30 years of experience navigating stock options, RSUs, and IPOs, they create personalized financial roadmaps that address the unique challenges of tech industry compensation. They combine investment management with active tax planning to help clients maximize equity value while minimizing surprise tax bills.
“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.”
— Diana Borghino, Google Review · 4.7 ★ avg from 15 reviewsMatthews Financial & Insurance Solutions is an Oakland-based financial advisory firm led by Jason Matthews, CLTC®, TPCP®, a top 1% MDRT advisor and bestselling author of The Age of $elf Reliance. Since 2009, the firm has specialized in tax-efficient retirement income planning, estate planning, and long-term care strategies, with a special focus on serving single professional women 50+ with at least $250,000 in investable assets — especially those navigating retirement, inheritance, or widowhood. Jason is a frequent financial expert on KTVU and Bay Area news outlets, bringing both professional expertise and compassionate guidance to clients in Oakland and the greater Bay Area.
“Matthews financial & Insurance solutions guided me through the financial crisis that may occur after retirement and help me in maximizing my social security benefits after retirement. I do recommend friends and family who are thinking about retiring soon!”
— mariam rashid, Google Review · 5 ★ avg from 4 reviewsParagon Financial Planning is led by Samantha N. Dinh, CFP®, a CERTIFIED FINANCIAL PLANNER™ providing fee-only fiduciary advice to clients in Alameda and the greater Bay Area. The firm specializes in comprehensive financial planning for professionals, entrepreneurs, and families navigating career transitions, retirement planning, and wealth accumulation. With a fiduciary commitment and transparent fee structure, Samantha helps clients make informed decisions about investments, tax strategies, and long-term financial goals.
“Samantha is great! She is knowledgeable, professional, and thorough. She did a great job helping my wife and I understand our current financial picture and develop a plan for the future. But, more importantly for us, her thoughtful approach focused on our family’s goals and objectives. It wasn’t just financial planning (for the sake of planning), it was a thought-provoking exercise about the purpose of that planning.”
— Benjamin Kimberley, Google Review · 5 ★ avg from 4 reviewsSchneider Wealth Management is led by Meredith H. Schneider, CFP, who has spent 27+ years advising technology professionals in Silicon Valley, Palo Alto, and the greater Bay Area. The firm specializes in serving engineers and tech executives with $5-20M+ in assets, providing data-driven financial planning focused on equity compensation, tax optimization, and long-term wealth structuring. Meredith acts as a thinking partner for clients navigating complex, high-stakes financial decisions.
“I've been fortunate to work with Schneider Wealth Management for over 15 years. Meredith and her team provide top-notch financial advice and long-term strategic planning. I particularly appreciate their clear reporting and the smart systems they use to model the likelihood of achieving your financial goals across different life events. They truly listen and get to know what you and your family want in your life and help you get there. Having worked with other financial “advisors” in the past, and having been approached others since, I can say the difference with SWM is clear. Many are focused on selling products or funds, often driven by commissions. I much prefer their fee-based model, which ensures the advice is genuinely in your best interest. Meredith takes a disciplined, thoughtful approach to investing that captures upside opportunities while managing downside risk. I've learned a lot from her over the years. I can't recommend Schneider Wealth Management highly enough.”
— Carolyn Battin, Google Review · 5 ★ avg from 4 reviewsLiberty Group is an Oakland-based financial advisory firm serving individuals, families, and retirees across the Bay Area since 1997. The team specializes in comprehensive financial planning, wealth management, estate planning, and tax-efficient retirement strategies for clients in Alameda County and surrounding communities. With a 4.7-star rating and offices throughout the Bay Area, Liberty Group provides personalized guidance on retirement planning, investment management, IRA/401(k) rollovers, estate structuring, and tax optimization—helping clients navigate major financial transitions with clarity and confidence.
EntreFolio Wealth Management is a boutique financial advisory firm in Oakland, CA, specializing in comprehensive wealth management for entrepreneurs, business owners, and high-earning executives. Led by experienced advisors who understand the unique financial complexities of running a business—from equity compensation and exit planning to tax-efficient investing—EntreFolio provides personalized financial planning, investment management, and retirement strategies. With a perfect 5.0-star rating from clients, they serve the Oakland and broader Bay Area business community with a focus on long-term wealth building and strategic financial guidance.
Lula Financial is a fee-only, fiduciary financial planning firm serving Oakland and the Bay Area. They specialize in no-nonsense financial guidance for individuals and couples navigating tech compensation (RSUs, stock options, ESPPs), home buying, retirement planning, and debt management. With transparent flat-fee pricing ($2,000 for individuals, $3,000 for couples) and a refreshingly direct approach, Lula strips away the complexity of traditional financial advising to help clients build actionable plans they'll actually follow.
“We've been working with Benjamin for the last 2ish years and highly recommend him. He is thorough, patient, knowledgeable, and kind. 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.”
— elanita korian, Google Review · 4.2 ★ avg from 20 reviewsDestination Wealth Management is a fiduciary investment advisory firm in Walnut Creek, CA with 15+ CERTIFIED FINANCIAL PLANNER® professionals and a proprietary research department. They specialize in comprehensive financial planning, portfolio management, and ESG investing using their D360 approach — a 360° range of services tailored to each client's unique circumstances. Recognized by Worth, CNBC, and Barron's for excellence in wealth management.
“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!”
— Jack Alope, Google Review · 4.7 ★ avg from 3 reviewsCanyon Wealth Management is a private wealth advisory practice of Ameriprise Financial Services, LLC, located in San Ramon, CA. As part of Ameriprise Financial's 130+ year legacy of putting clients first, they provide personalized, goal-based financial planning and investment strategies tailored to individual needs. The practice offers comprehensive wealth management services including retirement planning, investment management, and financial goal planning with secure digital access and ongoing client support.
“I've been working with Jennifer and her team for a few months. She is down-to-earth, relatable, and accommodating. I feel very comfortable and safe to speak freely. I don't feel judged by my previous financial decisions. We've laid out a manageable financial plan, and I'm excited to watch how this unfolds—highly recommended!”
— Tobias, Google Review · 5 ★ avg from 2 reviewsEdward Jones Financial Advisor Nirmal Rout, CFP®, serves clients in Alameda, CA with comprehensive financial planning and wealth management. As a CERTIFIED FINANCIAL PLANNER® professional, Nirmal specializes in retirement savings strategies, sustainable investing, and special needs financial considerations. The office offers personalized service with flexible scheduling including evenings, weekends, and web conferencing.
Gallagher Wealth Management is a fee-only Registered Investment Advisor (RIA) based in Danville, California, serving individuals and families across the Bay Area. As fiduciary wealth managers with no proprietary investments, they provide objective, unbiased financial guidance through a holistic wealth management approach and open architecture investing method. Their boutique firm specializes in custom wealth strategies, legacy planning, and comprehensive financial planning for clients seeking independent, conflict-free financial advice.
“Good Job vicky”
— Salvatore Russo, Google Review · 4.5 ★ avg from 2 reviewsElla Financial Advising LLC in Oakland, CA is a fee-only financial planning firm run by a woman financial advisor specializing in socially responsible and ESG (Environmental, Social, Governance) investing. The practice helps climate-conscious individuals and families align their investments with their values through impact investing, financial empowerment education, and long-term partnership planning. Serving Oakland and the East Bay, Ella Financial Advising focuses on creating financial security while supporting equitable communities and a healthy planet.
Elmwood Wealth Management is a Berkeley-based financial advisory firm offering comprehensive wealth management services. Located on Fourth Street, the firm provides integrated financial planning, investment management, tax services, and estate planning under one roof. Their team-based approach ensures clients have a dedicated first point of contact for all personal finance needs, with a focus on holistic, long-term financial strategies for individuals and families in the Berkeley area.
North Berkeley Wealth Management is a fee-only fiduciary wealth management firm in Berkeley, CA, led by Steven Pitkin, a CERTIFIED FINANCIAL PLANNER™ professional with over 20 years of experience. The firm specializes in comprehensive financial planning, retirement planning, and investment management for individuals, families, and small businesses in the Bay Area. As a fiduciary, they are legally obligated to act in clients' best interests, with transparent fee structures and no commissions.
“Smart, caring investment advisors who listen. They are progressive, community oriented, support the arts, and just good people you can trust with your life’s savings. I don’t know about you but that’s rare and most appreciated.”
— John Harrigan, Google Review · 5 ★ avg from 1 reviewsThe San Francisco Wealth Management Group is a Morgan Stanley Private Wealth Management team led by Fabian John, CIMA®, Rahul Varshneya, and Sean P. Corcoran, serving corporate executives, entrepreneurs, and multi-generational families in Silicon Valley. They specialize in managing concentrated stock positions, equity compensation, liquidity events, and tax-efficient diversification for clients with complex financial needs. The team was recognized as a 2024-2026 Forbes Best-In-State Wealth Management Team and combines boutique-level service with Morgan Stanley's institutional resources across investments, tax strategy, estate planning, and risk management.
California Financial Advisors is a registered investment advisory (RIA) firm in San Ramon, CA, founded in 1998, managing over $2 billion in assets for clients across 40+ states. The firm operates as a fiduciary, legally obligated to act in clients' best interests, and specializes in personalized portfolio management and asset allocation strategies. With a 99.45% average annual client retention rate (2022-2024) and recognition as one of America's Top RIAs by national publications, CFA serves clients seeking long-term wealth management relationships built on trust and consistent support.
“This is a great office. I love their friendly front desk staff. Every single time I'm here i feel like I'm being warmly greeted and sincerely welcomed. They have a large parking lot and there's a nice, clean restroom outside of the office. Ive been very happy with all of the staff here and their services and highly recommend!”
— Amy Schroll, Google Review · 5 ★ avg from 1 reviewsAdvice Only™ Financial Advisors in Corte Madera, CA delivers financial planning through a fiduciary framework that structurally separates advice from asset management, product commissions, and implementation incentives. Their proprietary Advice-Only™ Methodology uses the 40-Point Framework™ and Total Risk℠ Alignment to create objective, math-based financial plans that conclude at a defined Engagement Completion Boundary—ensuring recommendations stand independent of ongoing revenue. Plans are protected by the Fee Structure Firewall™ and backed by the Advice-Only™ Integrity Guarantee, serving clients across the San Francisco Bay Area who want conflict-free financial guidance.
“I first attended the Advice Only course in 2017 through the College of Marin. Overall the course was very helpful and I greatly appreciated Quincy's insight and perspective toward financial planning. The course is a must if you are approaching retirement like me. Great work, great approach, good guy. Thank you!”
— Frank Marino, Google Review · 5 ★ avg from 1 reviewsSand Hill Global Advisors is a wealth management firm serving entrepreneurs, executives, and multi-generational families in Silicon Valley and San Francisco. With offices in Palo Alto and San Francisco's Financial District, the firm specializes in navigating complex financial situations unique to the tech industry — including RSUs, deferred compensation, concentrated stock positions, liquidity events, and succession planning. Their independent, fiduciary approach provides comprehensive financial planning and investment management tailored to high-net-worth individuals and institutions.
Monroe Wealth Management is the top-ranked financial advisor in Oakland with a Lantern Score of 82.92/100 and a 5-star rating from 39 reviews. They specialize in wealth management for tech employees and business owners, with 12+ years of experience serving high-income clients in the San Francisco Bay Area.
Modern Family Finance (Lantern Score: 81.04/100) and Modern Financial Planning (Lantern Score: 78.32/100) both specialize in tech professionals with equity compensation. Modern Family Finance is based in Oakland and San Francisco, while Modern Financial Planning is also located in Oakland and focuses specifically on professionals with stock options and RSUs.
Modern Family Finance (Lantern Score: 81.04/100) and Liberty Group (Lantern Score: 71.22/100) both serve self-employed business owners in Oakland. Liberty Group offers comprehensive financial consulting, bookkeeping, and tax preparation services specifically designed for self-employed professionals and small business owners.
Modern Family Finance (Lantern Score: 81.04/100) is a fee-only firm in Oakland that explicitly specializes in serving LGBTQ+ couples and families. They also work with tech professionals and women seeking financial empowerment, offering comprehensive financial planning tailored to diverse family structures.
Matthews Financial & Insurance Solutions (Lantern Score: 71.32/100) is an Oakland-based firm specializing in professional women age 50+ with substantial assets. They focus on retirement income planning, investment management, estate planning, and tax strategies for clients navigating major life transitions.
Lula Financial (Lantern Score: 69.45/100) is a fee-only, fiduciary firm in Oakland that makes financial planning accessible and straightforward for individuals and couples. They specialize in working with tech workers with stock options and young professionals, emphasizing transparent fee-based relationships without commission bias.