TOP 10 Certified financial advisors in Oakland, CA
17 results found
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Edward Jones - Financial Advisor: Benjamin Blake, CFP®
● ClosedEdward Jones - Financial Advisor: Benjamin Blake, CFP® is a trusted finance institution located at 5330 College Avenue in Oakland, California, United States. As a Certified Financial Planner, Benjamin Blake provides expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on long-term financial planning and wealth management, Edward Jones is committed to providing top-notch service and guidance to clients in the Oakland area.
5330 College Ave Suite 230, Oakland, CA 94618, United States -
Merrill Lynch Financial Advisor Blake M Welpton
● ClosedMerrill Lynch Financial Advisor Blake M Welpton, located at 1111 Broadway, Oakland, California, United States, offers a comprehensive range of financial services. With over 23 years of experience in the industry, Blake is a seasoned professional who is dedicated to helping clients achieve their long-term financial goals. As a Wealth Management Advisor, Blake holds the Chartered Financial Consultant® and Certified Divorce Financial Analyst® designations, providing expert advice in areas such as investments, wealth management, retirement planning, and estate planning. At Merrill Lynch Wealth Management, Blake and his team focus on building strong client relationships based on trust and personalized service. By understanding each client's unique goals and priorities, they can create a customized financial plan that reflects their individual needs. With access to the global resources of Merrill and banking solutions from Bank of America, clients can benefit from a tailored approach designed to help them achieve their financial objectives.
1111 Broadway 22nd Floor, Oakland, CA 94607, United States -
Merrill Lynch Financial Advisor Paul D Low
● ClosedMerrill Lynch Financial Advisor Paul D Low, located at 1111 Broadway in Oakland, California, is a finance institution that specializes in helping clients manage concentrated stock positions and navigate important life transitions such as retirement, inheritance, or the sale of a business. Paul D Low provides access to Bank of America Private Bank for trust and estate planning services, as well as Bank of America for credit and lending needs. He works closely with clients' attorneys, accountants, and other advisors to coordinate their financial and legacy approach. At Merrill Lynch Wealth Management, Paul D Low focuses on building personalized financial plans centered around clients' goals and priorities. By understanding each client's unique needs and aspirations, he helps design and implement customized plans to help manage investment risk and pursue financial goals. With access to the investment insights of Merrill and banking solutions from Bank of America, Paul D Low collaborates with clients to develop strategies tailored to their financial needs.
1111 Broadway 22nd Floor, Oakland, CA 94607, United States -
Merrill Lynch Financial Advisor Jack Greening
● ClosedMerrill Lynch Financial Advisor Jack Greening is located at 1111 Broadway, Oakland, California, United States, with an additional office at 1331 N California Blvd. Suite 400, Walnut Creek, CA 94596. As a finance institution, Merrill Lynch is proud of their advisors who have received recognition from industry publications and Bank of America Corporation. The team is dedicated to providing exemplary client service, focusing on building strong relationships based on trust and personalized service. With the support of global resources from Merrill Lynch, the team is committed to understanding clients' priorities, goals, and family dynamics to create a personalized financial plan. By listening carefully and asking thoughtful questions, the advisors aim to help clients pursue their financial goals while managing investment risk.
1111 Broadway 22nd Floor, Oakland, CA 94607, United States -
Edward Jones - Financial Advisor: James Rohn, CFP®
● OpenEdward Jones - Financial Advisor: James Rohn, CFP® is a reputable financial institution located in Sunnyvale, California, United States. Specializing in finance, James Rohn, a Certified Financial Planner, provides expert advice and personalized solutions to help clients achieve their financial goals. With a commitment to professionalism and integrity, Edward Jones offers a wide range of services including retirement planning, investment strategies, and wealth management. Trust James Rohn and the team at Edward Jones to provide sound financial guidance and support for a secure financial future.
440 N Wolfe Rd - Oakland, Room, Sunnyvale, CA 94085, United States -
Simon Chew, CIC / eHealth-Plans Inc. / Amazing Wealth
● ClosedSimon Chew, CIC / eHealth-Plans Inc. / Amazing Wealth is a finance and insurance agency located at 638 Webster Street in Oakland, California, United States. With 3 generations of excellence since 1982, the institution offers a unique leverage strategy for professionals seeking family protection, wealth accumulation, and tax efficient retirement income. Led by Investment Advisor Brandon Chew and Certified Insurance Counselor Simon Chew, the institution helps clients navigate the uncertainties of retirement planning in a world of increased life expectancy and economic volatility. Whether you are in the wealth accumulation stage or planning for retirement, the team at Simon Chew, CIC / eHealth-Plans Inc. / Amazing Wealth offers comprehensive consulting services and financial tools to help you achieve your financial goals. Visit their website to learn more about their services and meet their professional and experienced team of agents dedicated to helping you secure a financially stable future for you and your family.
638 Webster St Suite 420, Oakland, CA 94607, United States -
Williams, Adley & Company-CA, LLP
● ClosedWilliams, Adley & Company-CA, LLP is a reputable accounting and finance institution located at 7677 Oakport Street in Oakland, California, United States. With a team of experienced professionals, they provide a wide range of financial services including auditing, tax preparation, consulting, and more. Their dedication to excellence and commitment to client satisfaction make them a trusted partner for individuals and businesses alike. Whether you need help with financial planning, compliance, or any other accounting needs, Williams, Adley & Company-CA, LLP is here to assist you every step of the way.
7677 Oakport St #1000, Oakland, CA 94621, United States -
Falcon Wealth Planning
● ClosedLocated 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.
1999 Harrison St #1800, Oakland, CA 94612, United States -
Modern Family Finance
● ClosedModern Family Finance is a finance institution located in Oakland, California, United States, offering financial advice specifically tailored for women and LGBTQ professionals. Our approach is personal and supportive, aiming to make you feel like you are talking to a trusted friend. We focus on helping you lower taxes, invest mindfully, and maximize equity compensation. Our goal is to provide life-centered financial advice that aligns with your unique goals and dreams. Our team consists of experienced professionals, including a CERTIFIED FINANCIAL PLANNER™ with a background in the tech industry and a licensed clinical social worker. We understand the challenges and opportunities faced by women and LGBTQ professionals in managing their finances, and we are dedicated to helping you achieve financial security and success.
1999 Harrison St #1800, Oakland, CA 94612, United States -
John W Brooker & Co CPAs
● ClosedJohn W Brooker & Co CPAs is a reputable accounting and finance institution located at 7677 Oakport Street in Oakland, California, United States. With a team of experienced certified public accountants, they provide a wide range of services including tax preparation, financial planning, and auditing. Their dedication to excellence and commitment to their clients make them a trusted partner for individuals and businesses seeking professional financial guidance.
7677 Oakport St # 300, Oakland, CA 94621, United States -
Safe Harbor CPA and Accountants
● OpenSafe Harbor CPA and Accountants is a top-rated accounting and finance institution located at 360 22nd Street in Oakland, California, United States. Our team of best-in-class accountants is dedicated to helping San Francisco residents master the art and science of minimizing taxes and optimizing business finances. We offer a range of tools and information resources to keep our clients up-to-date with tax issues, as well as one-on-one consultations for personalized guidance. With tax laws constantly changing at both the state and federal levels, it's important to stay informed. Our goal is to be the best CPA firm in San Francisco, and our reviews speak for themselves. Clients have praised our affordable services, exceptional professionalism, and expertise in handling complex tax situations.
360 22nd St #530, Oakland, CA 94612, United States -
Wil Ash, CPA
● OpenWil Ash, CPA is a reputable accounting and finance institution located at 462 Elwood Avenue in Oakland, California, United States. With a team of experienced Certified Public Accountants, they offer a wide range of financial services including tax preparation, auditing, bookkeeping, and financial consulting. Clients can expect personalized and professional service to help them achieve their financial goals. Whether you are an individual or a business owner, Wil Ash, CPA is dedicated to providing expert financial guidance and support.
462 Elwood Ave #6, Oakland, CA 94610, United States -
Ferguson & Company, CPA
● ClosedFerguson & Company, CPA is a reputable accounting and finance institution located at 1734 Martin Luther King Junior Way in Oakland, California, United States. With a team of experienced and knowledgeable certified public accountants, they provide a wide range of services including tax preparation, financial planning, auditing, and consulting. Their commitment to excellence and personalized service makes them a trusted partner for individuals and businesses seeking professional financial guidance.
1734 Martin Luther King Jr Way, Oakland, CA 94612, United States -
Madriaga & Associates CPA
● OpenMadriaga & Associates CPA is a reputable accounting and finance institution located at 311 Oak Street in Oakland, California, United States. With a team of experienced and skilled Certified Public Accountants, they provide a wide range of services including tax preparation, financial planning, auditing, and consulting. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for individuals and businesses alike. Contact Madriaga & Associates CPA for all your accounting and finance needs.
311 Oak St, Oakland, CA 94607, United States -
Dennis N. Middleton, CPA
● ClosedDennis N. Middleton, CPA is a reputable accounting and finance institution located at 5959 Estates Drive in Oakland, California, United States. With years of experience and expertise in the field, they offer a wide range of services including tax preparation, financial planning, and business consulting. Their team of certified public accountants is dedicated to providing top-notch financial solutions tailored to meet the unique needs of each client. Whether you are an individual or a business owner, Dennis N. Middleton, CPA is committed to helping you achieve your financial goals with precision and professionalism.
5959 Estates Dr, Oakland, CA 94611, United States -
Kanter Jon CPA
● ClosedKanter Jon CPA is a reputable accounting and finance institution located at 1407 Oakland Boulevard in Walnut Creek, California, United States. With a team of experienced certified public accountants, they offer a wide range of services including tax preparation, financial planning, and auditing. Their commitment to providing personalized and professional services sets them apart in the industry. Whether you are an individual or a business in need of financial guidance, Kanter Jon CPA is dedicated to helping you achieve your financial goals.
1407 Oakland Blvd UNIT 108, Walnut Creek, CA 94596, United States -
Stanley C. Pollock, CPA
● ClosedStanley C. Pollock, CPA is a reputable accounting and finance institution located at 1515 Oakland Boulevard in Walnut Creek, California. With a team of experienced and knowledgeable certified public accountants, we offer a wide range of financial services to individuals and businesses in the area. Our services include tax preparation, auditing, financial planning, and consulting. At Stanley C. Pollock, CPA, we are dedicated to providing our clients with personalized and professional service to help them achieve their financial goals. Contact us today to schedule a consultation.
1515 Oakland Blvd #160, Walnut Creek, CA 94596, United States
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