TOP 10 Asset protection planning in Oakland, California

Located in Oakland, California, Falcon Wealth Planning is a finance institution dedicated to helping clients achieve their financial goals and live the life they desire. As a NAPFA-Registered Financial Firm with CERTIFIED FINANCIAL PLANNER™ Professionals, Falcon Wealth Planning offers personalized and transparent fiduciary advice to clients across the country. With a focus on wealth management solutions tailored to individual financial needs and lifestyles, Falcon Wealth Planning assists clients in managing, growing, and protecting their assets through life's transitions. With over 30 years of experience, Falcon Wealth Planning prioritizes trust and transparency in providing comprehensive services such as retirement planning, investment management, tax planning, financial planning, and estate planning. The institution's investment committee, comprised of experts with over 100 years of combined experience, meets quarterly to make informed decisions on clients' holdings and potential new options.

Alex Anneker - State Farm Insurance Agent is a trusted insurance agency located at 5301 Claremont Avenue in Oakland, California. Positioned conveniently at the corner of Vicente Way and Claremont Ave, across from the California DMV office, we are committed to helping you protect what matters most in your life. With over 18 years of experience in the financial services field, we specialize in providing comprehensive insurance coverage to safeguard your assets and help you achieve your goals. From flood insurance to home, auto, life, and disability coverage, we offer a range of options to suit your needs.

Sydney Frangieh - State Farm Insurance Agent is a trusted insurance agency located at 23 Altarinda Road in Orinda, California. Serving the Orinda community with a personalized touch, Sydney Frangieh and her team are dedicated to providing a wide range of insurance products, including Auto, Life, Business, Home, and Renters Insurance. With a family history in the insurance industry, Sydney brings a wealth of experience and knowledge to help clients protect their loved ones and assets. Whether you are in Orinda, Berkeley, Oakland, or anywhere else in the Bay Area, Sydney Frangieh State Farm is here to assist you. The team is committed to educating clients on their insurance options and being a reliable resource for all their insurance needs. From reviewing existing policies to getting free insurance quotes, the team is ready to guide you through the insurance-buying process.

Located in Oakland, California, the David E. Quan Agency Insurance Brokers, Inc. is a full-service insurance agency serving the San Francisco Bay Area since 1955. Specializing in property, casualty, and life insurance, we offer risk management solutions to individuals and businesses throughout California. At David E. Quan Agency, Insurance Brokers, Inc., we believe in providing our clients with dedicated service, expert advice, and personalized attention. As an independent agency, we work with top-rated national and regional insurance carriers to offer a comprehensive suite of insurance solutions, including protection against cyber threats and online attacks.

Farmers Insurance - Cuong Cao is an insurance agency located at 1711 International Boulevard in Oakland, California, United States. As a local Farmers® agent, Cuong Cao helps customers identify insurance coverage that best fits their needs. Whether it's auto, home, renters, business insurance, or more, Cuong Cao has the knowledge and experience to help customers understand their coverage options. With over 80 years of providing insurance products, Farmers® ensures that your most valuable possessions are protected in the event of a disaster. From auto and home insurance to life insurance and renters insurance, Cuong Cao can help you create a plan to secure your future and protect your assets. For small businesses, Farmers® offers customizable insurance packages to reduce risk and protect investments. With a focus on providing options, flexibility, and financial security, Cuong Cao can help you build a solid financial plan for a secure future. Contact Cuong Cao at the address above for personalized insurance quotes and expert advice.

StackedLife Financial Strategies is an innovative insurance agency located in the heart of Oakland, California. Our team of experienced professionals is dedicated to providing personalized financial strategies to help our clients achieve their goals and protect their assets. Whether you are looking for life insurance, retirement planning, or investment advice, we are here to help you navigate the complex world of finance. Visit us at 505 14th Street to learn more about how StackedLife Financial Strategies can help you secure your financial future.

Farmers Insurance - Mike Clauson is an insurance agency located at 859 Clay Street in Oakland, California. Specializing in Homeowners Insurance, Business Insurance, General Liability Insurance, Workers Comp Insurance, and Commercial Auto Insurance, this agency has been serving clients for over 12 years. Mike Clauson and his team are dedicated to providing comprehensive coverage and advocating for their clients. Whether you need Car insurance, Home insurance, Life insurance, Renters insurance, Condo insurance, or Business insurance, Farmers Insurance has you covered. With competitive rates and multi-line insurance discounts, they can help you protect your assets and plan for a secure financial future. For personalized service and expert advice, contact Farmers Insurance - Mike Clauson today.

Farmers Insurance - Lilian Cabrera is an insurance agency located at 1324 Fruitvale Avenue in Oakland, California. As your local Farmers® agent, Lilian Cabrera helps customers identify the insurance coverage that best fits their needs. With over 80 years of experience, Farmers® offers a variety of insurance products including auto, home, renters, business, life, and more. Whether you need comprehensive coverage, collision coverage, or medical payments, Lilian Cabrera can help you navigate the world of insurance to find the right policy for your needs and budget. Farmers® also offers competitive rates and discounts to help you save money on your insurance.

Farmers Insurance - Sam Cheng is an insurance agency located at 388 9th Street in Oakland, California. As a local Farmers agent, Sam Cheng helps customers find the insurance coverage that best suits their needs. Whether you need auto, home, renters, business insurance, or more, Sam is there to guide you through the process and make sure you understand your options. Located in the heart of Oakland Chinatown, Sam is available to answer any questions you may have. With over 80 years of experience, Farmers Insurance provides reliable coverage for your home, car, life, business, and more. Sam can help you navigate the complexities of insurance policies and find the right coverage for your budget. Whether you're a homeowner, renter, small business owner, or condo owner, Sam can help protect your assets and provide financial support for your loved ones.

Farmers Insurance - Deborah Huber is an insurance agency located at 333 Hegenberger Road in Oakland, California. As a local Farmers® agent, Deborah Huber helps customers identify the insurance coverage that best fits their needs. Whether it's auto, home, renters, business insurance, or more, Deborah has the knowledge and experience to help clients understand their coverage options. By providing personalized and straightforward service, Deborah aims to make her customers smarter about insurance. With over 80 years of experience, Farmers Insurance has a strong reputation for providing reliable insurance products. Whether you need coverage for your home, car, rental property, business, or life, Deborah Huber can help you create a customized insurance plan that suits your budget and requirements. By offering competitive rates and multi-line insurance discounts, Farmers Insurance aims to help clients protect their assets and financial future.

Farmers Insurance - Margarita Rodriguez is an insurance agency located at 3028 International Boulevard in Oakland, California. As your local Farmers® agent, Margarita Rodriguez helps customers identify the insurance coverage that best fits their needs. Whether you need auto, home, renters, business insurance, or more, Margarita has the knowledge and experience to guide you through the process and help you understand your coverage options. With over 80 years of experience, Farmers® has a reputation for providing reliable insurance products to protect your assets in the event of disaster. Margarita can also assist with life insurance, renters insurance, condo insurance, and umbrella insurance policies to provide added protection for your assets and future earnings. For small business owners, Margarita can help customize a business insurance package to reduce risk and protect your investment. Additionally, Farmers Insurance and Financial Services can help you build a solid financial plan to secure your future. To learn more about the services offered by Farmers Insurance - Margarita Rodriguez, contact Margarita for a personalized consultation.

Farmers Insurance - Andy Pham is an insurance agency located at 1630 Oakland Road in San Jose, California. As a local Farmers® agent, Andy Pham helps customers identify the insurance coverage that best fits their needs. Whether it's auto, home, renters, business insurance, or more, Andy provides personalized and straightforward assistance to make customers smarter about insurance. With over 80 years of experience, Farmers® offers comprehensive coverage options and competitive rates with multi-line insurance discounts. Andy Pham also assists with life insurance, renters insurance, condo insurance, and business insurance. Additionally, as a Financial Services agent, Andy can help customers build a solid financial plan for a secure future. For added coverage, a Personal Umbrella insurance policy can provide protection for assets and future earnings. Farmers Insurance Exchange, Fire Insurance Exchange, Truck Insurance Exchange, and other affiliated insurers provide underwriting for policies. Securities are offered through Farmers Financial Solutions, LLC. Contact Andy Pham at Farmers Insurance for personalized assistance with insurance needs.

Farmers Insurance - Mariana Gamez is an insurance agency located at 10910 International Boulevard in Oakland, California, United States. As your Farmers® agent serving the East Bay and all of California, Mariana Gamez helps customers identify the insurance coverage that best fits their needs. With 13 years of experience, she is knowledgeable about various coverage options including auto, home, renters, business insurance, and more. Whether you need comprehensive coverage, collision coverage, or are unsure about deductibles and medical payments, Mariana can simplify the process for you. She can help you select the right car insurance coverage that fits your budget and needs. Additionally, she offers home insurance quotes to protect your valuable possession in case of any disasters.

Davidson Estate Law is a trusted law firm located in Oakland, California, specializing in estate planning and probate law. Our experienced team of lawyers is dedicated to helping clients protect their assets and ensure their wishes are carried out effectively. Whether you are looking to create a will, establish a trust, or navigate the probate process, we are here to provide expert legal guidance every step of the way. Visit us at 1300 Clay Street to discuss your estate planning needs today.

CunninghamLegal is a renowned institution located at 6200 Antioch Street, Oakland, California, United States. Specializing in estate planning and trust administration, CunninghamLegal is the go-to firm for individuals and families in Montclair Village, Oakland Hills, Piedmont, Alameda, San Leandro, Valle Vista, Berkeley, Moraga, Lafayette, Orinda, and Walnut Creek. Led by CEO and lead Attorney Jim Cunningham, the firm offers a wide range of legal services including asset protection, probate law, elder law, and more. With a focus on professional development and education, the experienced attorneys at CunninghamLegal stay up-to-date on the ever-changing laws surrounding estate planning. Jim Cunningham, a Certified Specialist in Estate Planning, Trust, and Probate Law, leads the team of dedicated attorneys who provide personalized and comprehensive legal services to clients of all backgrounds. Whether you need assistance with drafting a living trust, creating a will, or navigating probate proceedings, CunninghamLegal is here to guide you through every step of the process. Contact CunninghamLegal today to schedule an appointment and ensure your estate plan is in line with your current family situation and the latest laws.

Parnall Trust & Estate Law, PC is a reputable law firm based in Oakland, California, specializing in trust and estate law. With a team of experienced lawyers, they provide expert legal guidance and services to clients in the areas of estate planning, trust administration, and probate. Located at 490 43rd Street, Parnall Trust & Estate Law, PC is committed to helping individuals and families protect their assets and ensure their wishes are carried out according to the law. Whether you are looking to create a comprehensive estate plan or need assistance with trust administration, Parnall Trust & Estate Law, PC is dedicated to providing personalized and professional legal representation.

The Konstantin Law Firm, Inc. is a reputable law firm located at 420 3rd Street in Oakland, California, United States. Specializing in helping families protect their lifetime creation of wealth, the firm is led by Anastasios George Konstantin, a first-generation Greek American with over 23 years of experience in the legal field. Mr. Konstantin's dedication to his community is evident in his practice, where he strives to advance the well-being of his clients. Testimonials praise the firm for its personalized and attentive approach to each case, with clients expressing gratitude for the support and successful outcomes they have received. Whether you need assistance with estate planning or legal representation, The Konstantin Law Firm offers a free 15-minute consultation to discuss how they can best serve you. Contact them today to learn more about their services and how they can help protect your assets for future generations.

Peter Shelton Law is a boutique East Bay estate planning firm located at 2041 Bancroft Way in Berkeley, California. Our dedicated team of lawyers specializes in helping families and individuals create and implement estate plans that accomplish their goals. We understand the importance of planning for the future and strive to provide personalized solutions to meet our clients' needs. At Peter Shelton Law, we believe that everyone can benefit from having an estate plan in place. Whether you are looking to protect your assets, provide for your loved ones, or ensure your wishes are carried out, our experienced attorneys can help guide you through the process. We are committed to providing high-quality legal services in a compassionate and understanding manner.

P F Wealth Management Group is a leading finance institution located at 1970 Broadway in Oakland, California, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management services. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to provide expert guidance and support every step of the way. Trust P F Wealth Management Group to help you secure a prosperous financial future.

The Wealth Management Associate at U.S. Bancorp Investments, Arunesh Singh, located at 1998 Mountain Boulevard in Oakland, California, is a trusted financial advisor specializing in helping clients manage and grow their wealth. With a focus on personalized financial planning, investment strategies, and risk management, Arunesh Singh provides tailored solutions to help individuals and families achieve their financial goals. Whether you are looking to build wealth, plan for retirement, or protect your assets, Arunesh Singh offers expert guidance and advice to help you navigate the complex world of finance. Contact Arunesh Singh today to schedule a consultation and take the first step towards securing your financial future.

Fortune Financial Security Group LLC is a reputable finance and insurance agency located at 3940 High Street, Oakland, California, United States. With a strong track record of providing personalized financial solutions and comprehensive insurance coverage, Fortune Financial Security Group LLC is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance options, their team of experienced professionals is committed to providing top-notch service and guidance. Trust Fortune Financial Security Group LLC to safeguard your financial future and provide peace of mind.

Sun Financial Group is a leading finance institution located at 1590 Oakland Road in San Jose, California, United States. With a reputation for excellence in financial services, Sun Financial Group offers a wide range of solutions to meet the needs of individuals and businesses alike. From investment management to retirement planning, our team of experienced professionals is dedicated to helping our clients achieve their financial goals. Visit us today to see how Sun Financial Group can help you secure your financial future.

EntreFolio Wealth Management is a leading finance institution located at 344 20th Street in Oakland, California, United States. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, EntreFolio Wealth Management is here to provide expert guidance and support. Contact us today to schedule a consultation and take the first step towards a secure financial future.

Wright Financial Advice is a reputable finance and insurance agency located at 5601 Moraga Avenue in Oakland, California. Our team of experienced financial advisors is dedicated to providing personalized guidance and expert advice to help clients achieve their financial goals. Whether you are looking to invest for the future, protect your assets with insurance, or plan for retirement, we are here to help. Visit us today to learn more about our services and how we can assist you in securing a more stable financial future.

True North Financial & Insurance Services is a reputable finance institution located at 1630 Oakland Road in San Jose, California. With a focus on providing comprehensive financial and insurance services, our team of experienced professionals is dedicated to helping clients navigate the complexities of managing their finances and protecting their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, True North is committed to guiding you in the right direction towards achieving your financial goals. Visit us today to learn more about how we can help secure your financial future.

Rose Bridge Wealth Management Group - Morgan Stanley is a premier finance institution located at 1999 Harrison Street in Oakland, California, United States. With a team of experienced financial advisors and experts, they offer a wide range of wealth management services to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Rose Bridge Wealth Management Group - Morgan Stanley is dedicated to providing personalized solutions tailored to your individual needs. Trust in their expertise and commitment to excellence for all your financial planning needs.

The Law Offices of Steven M. Simrin is a reputable institution located in Oakland, California, United States. Specializing in accounting, finance, and legal services, our team of experienced professionals is dedicated to providing top-notch representation and guidance to our clients. With a focus on personalized attention and tailored solutions, we strive to achieve the best possible outcomes for all of our clients' legal and financial needs. Visit us at 318 Harrison Street to learn more about how we can assist you.

Affordable Tax Prep is a professional accounting and finance institution located at 2226 MacArthur Boulevard in Oakland, California. Specializing in tax preparation for LLCs and S-Corps, as well as the creation of living trusts, our experienced team is dedicated to providing top-notch services at affordable rates. Whether you are a small business owner or an individual looking to protect your assets, Affordable Tax Prep is here to help you navigate the complexities of tax laws and financial planning. Trust us to handle your financial needs with expertise and care.