Financial advisors in Oakland, CA

297 advisors · page 2 of 10

Patricia Jennerjohn
Financial advisor at Focused Finances, LLC
Focused Finances, LLC · $67.8M AUM
CFP®VerifiedFinancial planning
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Patrick McDermott
Financial advisor at Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management · $11.35B AUM
CFP®Verified
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Reza Abcari
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
CFP®VerifiedFinancial planning
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Rosario Chacon
Financial advisor at Wealth-Source Financial
Wealth-Source Financial · $3M AUM
CFP®VerifiedFinancial planning
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Stanislav Godsky
Financial advisor at Liberty Wealth Management, LLC
Liberty Wealth Management, LLC · $1.73B AUM
CFP®VerifiedFinancial planning
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Stephen Nykamp
Financial advisor at Fisher Investments
Fisher Investments · $386.67B AUM
CFP®VerifiedFinancial planning
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Timothy Mansell
Financial advisor at Pfg Advisors
Pfg Advisors · $3.26B AUM
CFP®VerifiedFinancial planning
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Tommy Huynh
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
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Trevor Stratton
Financial advisor at Wealth Enhancement Advisory Services, LLC
Wealth Enhancement Advisory Services, LLC · $122.19B AUM
CFP®VerifiedFinancial planning
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William Wright
Financial advisor at Infinity Financial Services Advisory
Infinity Financial Services Advisory · $174M AUM
CFP®VerifiedFinancial planning
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Ying Xie
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
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Yusi Zhang
Financial advisor at Infinity Financial Services Advisory
Infinity Financial Services Advisory · $174M AUM
CFP®VerifiedFinancial planning
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Aaron Hudson
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Aaron Phillips
Financial advisor at Infinity Financial Services Advisory
Infinity Financial Services Advisory · $174M AUM
VerifiedFinancial planning
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Aaron Stasulis
Financial advisor at Infinity Financial Services Advisory
Infinity Financial Services Advisory · $174M AUM
VerifiedFinancial planning
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Adam Sharma
Financial advisor at Sharma Everyday Finance
Sharma Everyday Finance
VerifiedFinancial planning
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Adrian Azofeifa
Financial advisor at Liberty Wealth Management, LLC
Liberty Wealth Management, LLC · $1.73B AUM
VerifiedFinancial planning
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Akintayo Ogundiya
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Alan Chen-Ok
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Alexander Anneker
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
Verified
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Alexander Harmsen
Financial advisor at Global Predictions Inc
Global Predictions Inc
VerifiedFinancial planning
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Amber Woods
Financial advisor at Lula Financial
Lula Financial
VerifiedFinancial planning
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Amie Shapiro
Financial advisor at Lula Financial
Lula Financial
VerifiedFinancial planning
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Andres Rodriguez
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
VerifiedFinancial planning
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Andrew Holmberg
Financial advisor at Berkeley Partners Management, LLC
Berkeley Partners Management, LLC · $3.06B AUM
Verified
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Andrew Nevin
Financial advisor at Integrity Alliance, LLC
Integrity Alliance, LLC · $5.41B AUM
VerifiedFinancial planning
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Ann Chen
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Antonio Kwan
Financial advisor at Ak Global Asset Management, LLC
Ak Global Asset Management, LLC · $117.8M AUM
Verified
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Antonio Kwok
Financial advisor at Ak Global Asset Management, LLC
Ak Global Asset Management, LLC · $117.8M AUM
Verified
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April Machado
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
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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.

Are you an advisor? Claim your page so people looking for an advisor near you can reach you. It's free.

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Financial advisors in Oakland, CA.

How this list works

Before you hire an advisor in Oakland, CA