Financial advisors in Oakland, CA

39 match · page 1 of 2

Adam McNulty
Financial advisor at Liberty Wealth Management, LLC
Liberty Wealth Management, LLC · $1.73B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Alicia Ivancovich
Financial advisor at Financially Healthy, LLC
Financially Healthy, LLC · $57M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andy Hawkey
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Annie Reese
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Anthony Smith
Financial advisor at Secure Investment Management, LLC
Secure Investment Management, LLC · $42.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Barbara Jolliffe
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Benjamin Blake
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Catherine Curtis
Financial advisor at Curtis Financial Planning
Curtis Financial Planning · $163.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Cheryl Vesely
Financial advisor at Balance Financial Planning, LLC
Balance Financial Planning, LLC · $38M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christian Batchelder
Financial advisor at Christian Curry Batchelder, CFP
Christian Curry Batchelder, CFP · $96M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christina York
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Crystal Dykstra
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Daniel Ross
Financial advisor at Liberty Wealth Management, LLC
Liberty Wealth Management, LLC · $1.73B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Donovan Malone
Financial advisor at Greenbook Financial
Greenbook Financial
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Elizabeth Taylor
Financial advisor at Ella Financial Advising
Ella Financial Advising · $106.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Frank Pare
Financial advisor at Pf Wealth Management Group, LLC
Pf Wealth Management Group, LLC · $35.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Glenn Tom
Financial advisor at Personal Best Financial LLC
Personal Best Financial LLC · $33.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jack Chang
Financial advisor at Taibay Wealth Management LLC
Taibay Wealth Management LLC · $56.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Frazin
Financial advisor at Communitas Financial Planning Pbc
Communitas Financial Planning Pbc
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jane Yoo
Financial advisor at Jane Financial, LLC
Jane Financial, LLC · $20.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Bellamy
Financial advisor at Wealth Enhancement Advisory Services, LLC
Wealth Enhancement Advisory Services, LLC · $122.19B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Larry Ginsburg
Financial advisor at Wealth Enhancement Advisory Services, LLC
Wealth Enhancement Advisory Services, LLC · $122.19B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Lindsey Swanson
Financial advisor at We Financial Group
We Financial Group · $127.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Long Tran
Financial advisor at Creative Planning
Creative Planning · $295.57B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Margaret Hiller
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Castro
Financial advisor at Contango Wealth Management LLC
Contango Wealth Management LLC · $122.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Hullen
Financial advisor at Liberty Wealth Management, LLC
Liberty Wealth Management, LLC · $1.73B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nicole Holloway
Financial advisor at Natural Investments
Natural Investments · $2.05B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Patricia Jennerjohn
Financial advisor at Focused Finances, LLC
Focused Finances, LLC · $67.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Reza Abcari
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Oakland, CA

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Oakland, CA.

How this list works

Before you hire an advisor in Oakland, CA