Oakland Financial Planners

in Oakland, CA

175
Financial Planners are
in Oakland

9
Financial Planners in Oakland
are top rated

A
Rated by
George H.
"Pat
(owner) and
De
met with my wife and I initially for for almost two hours to get to know us and understand" our financials needs and objectives. I am close to retirement (my wife will retire in 3 years), and we wanted to find an investment advisor that would get to know us personally and work our whole financial plan, not just offer stocks and bonds advice. We had our
and investment accounts at one of the huge brokerage firms and found that we were a small fish in an large
. Plus, our investments were under performing the
enough that we needed to find another solution.
is the solution for us. They are a small company that provides personal service. They are all CPA's in addition to being financial planners, which made us more confident. Pat
has been in the financial management business for 25+ years, and has a mission to provide holistic financial planning tailored to an individual's needs, not just stock picking advice. They have helped us understand approaches and strategies for life insurance, social security, retirement cash flow, 401(k)'s,
's and regular investments. They created a comprehensive financial plan for us, explained it in great detail, outlined the risks, and showed us what our financial future would look like. We are so happy that we found an advisory firm that really cares about us and takes the time and interest to get to know us, our risk tolerance, and our needs. I would not hesitate to refer any of my family or friends to
.
A
Rated by
Elizabeth L.
"In our first meeting with
, he described the process and the expected outcome and we left with a list of information we needed to bring to the next meeting." We thought we brought all the requested info to the next meeting but as
systematically walked through our assets, workplace benefits,and liabilities, we discovered a few things we had forgotten we had. Those forgotten assets more than covered the cost of the service! Also, as
reviewed our documents, he gave us a better idea of exactly what we had and how the benefits worked while giving us advice along the way of how to maximize those benefits. After all the information was collected,
built a plan based on our answers to questions about our goals and risk tolerance.
walked through a great tool where you can change assumptions and see your expected outcome and probability of success. We even had access to that tool after our meetings with
were finished which we found really helpful. At the last meeting,
summarized what we had discussed in the previous meetings and repeated the advice he shared along the way. He then walked us through various investments and insurance products and explained the pros and cons of each. We were very pleased with our interactions with
. He was personable and knowledgeable. We never felt rushed and
patiently answered all our questions even though we had paid a flat fee so he should have wanted to cut our meetings short! We feel like we learned a lot and were glad we spent the time and money. We would enthusiastically recommend
.
A
Rated by
JOSEPH C.
"A few years ago, we were probably a financial adviser's worst nightmare. We could only answer about half of
's questions as far as where all our money" was (many items had been moved, plus we had just physically moved houses and misplaced many documents in the process).
patiently walked us through establishing a baseline for what a healthy financial plan looks like today, and what we needed to to to prepare for our future. Within a few weeks, we went from only knowing where about 75% of our money was and should be, to knowing where every penny was and watched our portfolio grow. He's very versed in the myriad of options available, and was able to provide
advice for not only managing our own finances, but how to do that in the context of owning our own small business. He is always professional, unbiased, and responsive to inquiries.

Oakland Financial Advising Articles

Financial Advising reviews in Oakland

A

Rating
I have worked with
Oakland Financial Planners Provider Name Locked
for over 10 years. He looks at your entire financial picture in order to design a comprehensive financial plan that meets your unique needs. He is well educated and has earned a lot of credentials, he makes financial planning easy to understand, he's thorough and provides detailed analysis reports.
Oakland Financial Planners Provider Name Locked
is very professional, he has always gotten me a great return on my investments and I would highly recommend him.
- Susan R.
A

Rating
Oakland Financial Planners Provider Name Locked
was very easy to work with. His office is a long distance from my home so we handled everything via phone and email.
Oakland Financial Planners Provider Name Locked
provided the information I sought in a detailed manner and responded exactly when he said he would. I would be happy to use his services again in the future.
- Ryan W.
F

Rating
In early November 2013 I began looking into a Cash Balance plan to enhance my office’s profit sharing and 401k plans. I was using the Third Party Administrator (TPA) Great Lakes Pension for my 401k and I looked at two other companies The Benefit Advantage (TBA) and The Retirement Advantage (TRA). Each of the three companies gave proposals for costs associated with setting up the Cash Balance plans (CBO) and ongoing annual costs associated with running the plans. Upon receiving the quotes, it appeared that TRA was the lowest. We had numerous email correspondences about the process and on November 13th I signed a contract to proceed to set up the plans using TRA. The front page of the contract showed that I would us be executing this agreement with TRA, through their agent
Oakland Financial Planners Provider Name Locked
,
Oakland Financial Planners Provider Name Locked
the financial advisor and Great West, the fund management company.
However, on November 18 (15 days after I signed the contract),
Oakland Financial Planners Provider Name Locked
wrote that he was unable to get back with me sooner because he was traveling, but he needed to inform me that the fee structure that was quoted would be different than what was presented. My apologies for the lack of immediate feedback. I’m traveling this week in the UP. I understand the concern with the difference in cost between the standard and custom design. I did not present the custom pricing based on the conversations surrounding the $100k contribution goal Dr.
Oakland Financial Planners Provider Name Locked
expressed. I do not want anyone to think that I purposely did not disclose the fees associated with the custom plan design. With that said, I have reached out to actuarial partner,
Oakland Financial Planners Provider Name Locked
, Inc. to discuss the reasons surrounding fees and if there is anything we can do to accommodate Dr.
Oakland Financial Planners Provider Name Locked
. Please see his email below and the attached marketing piece that discusses Standard v. Custom designs. I will follow up with a revised proposal that illustrates the $3000 set up and annuals of $4200. I hope the decision is to continue to partner with The Retirement Advantage and Great West. If I can be of further assistance or additional information is required, please do not hesitate to contact me directly.

Regards,

Oakland Financial Planners Provider Name Locked


He attempted to explain that their actuarial partner,
Oakland Financial Planners Provider Name Locked
set their fees differently for different types of plans. I had my office manager tell
Oakland Financial Planners Provider Name Locked
to hold off on processing our plans through TRA until we had more clarity about what appeared to be a Bait and Switch. Then, in early December
Oakland Financial Planners Provider Name Locked
notified me that since
Oakland Financial Planners Provider Name Locked
would be calculating the actuary tables, they would also have to manage the funds within their own proprietary funds. That is, we would not be able to use Great West. Understand that the fees associated with
Oakland Financial Planners Provider Name Locked
funds are exorbitant and the company is poorly rated. So, we would have to pay more to have the plan managed as well as pay more for each fund within the plan and endure much higher risks.

I would think that since the original contract is signed between a specific set of parties, and that one of those parties, namely Great West was disqualified by TRA, the original contract, dated November 3rd would be
Oakland Financial Planners Provider Name Locked
and void.
Regardless, TRA sent me to collections to obtain $3,500 for their services even though they will not be handing any of my moneys.


- Michael F.
A

Rating
My husband was arrested for having drugs in the car with him. He was arrested and taken to the Van Nuys City Jail in the Valley. I called the Jail to find out what it took to get him out of jail before he had to go to work in the morning. When the jail employee told me the bail bond was $20,000 I almost cried. Then I did some research and called
Oakland Financial Planners Provider Name Locked
across the street from the Van Nuys city jail. And a very kind bail agent was able to calm me down and walk me through the entire bail bonds process. She was patient and very understanding. She was able to inform me that just because the bail bonds is set at $20,000 does not mean that is my only option. The bondsmen told me that they would be able to get him out of jail within 4 hours, and he would make it to work. But in order to do that I would need to pay the bail bonds company 10% of the set bail. In my case the 10% fee was $2,000. I agreed to go ahead and start the application and get my husband out of this nasty jail house thanks to
Oakland Financial Planners Provider Name Locked
agents.
- Gayane K.
A

Rating
It went well. He put me in a couple of different reputable financial products. I invested some with an annuity for long term goals and in a gas/oil product for my short term goals. I'm very pleased with his knowledge and ability to call back.
- Abraham O.
N

Rating
Oakland Financial Planners Provider Name Locked
. (
Oakland Financial Planners Provider Name Locked
) has managed, counseled and advised my wife,
Oakland Financial Planners Provider Name Locked
and I in all facets of our
financial planning since about 10 years before my retirement in 1998, at age 62.
We retired to a lovely 55+ community in southern Arizona, and continue to utilize their guidance.

We regard their firm as trustworthy, and committed to the financial success of their clients.
NOTE: Cost of services is
Oakland Financial Planners Provider Name Locked
based on their success in managing your portfolio.


- william B.
A

Rating
T.J. showed up on time in the morning, which is important to us. I would like to also point out, more specifically, he came TO US! We loved that personal touch and going out of his way to service his clients. Everyone else we have worked with in the past has made us come into their office. Insurance and retirement is not a terribly fun thing to discuss so we loved the fact that we get to be in the comfort of our home, T.J. comes in and caters to us and our needs, and we can be more efficient with OUR time and done quicker. We loved it. Service like when doctors used to make house calls. This is not done enough nowadays.
He was very knowledgeable about his business and our needs, clear, concise, and explained every thing in a language we could understand. We were shown multiple companies so we didn't feel like we were guided down a path that wasn't best for us.
They even helped us with retirement strategies and optimizing our retirement nest egg to better suit our needs!
Oakland Financial Planners Provider Name Locked
was a joy to work with and for any and all retirement/Life insurance/LongTermCare insurance needs I would highly recommend.
- Doris P.
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All Financial Planners in Oakland, CA

Companies below are listed in alphabetical order. To view top rated service providers along with reviews and ratings, Join Angie's List Now!

3 Pointe Financial

8001 Irvine Center Dr
Irvine, CA

A G EDWARDS & SONS INC

1999 HARRISON ST
Oakland, CA

Aaron Sessions State Farm Insurance

3001 Winchester Blvd
Campbell, CA

AC & A ENTERPRISES

PO 2368
Oakland, CA

Ace consulting Debt Consolidation

22541 2nd St
Hayward, Ca

Aegis Financial Advisory, LLC

5200 SW Meadows Road
Lake Oswego, OR

Allegiant Group Inc

189 W Clarkston Rd Ste 1
Lake Orion, MI

Allsup Inc

300 Allsup Pl
Belleville, IL

AMERICAN FEDERAL MORTGAGE CORP

1 LAUREL DR
Flanders, NJ

AMG Legacy Planning

10100 W Sample Rd
Pompano Beach, FL

Association Reserves-SF, LLC

268 Bush St
San Francisco, CA

Bailey & Utley, CPAs

303 W. Joaquin Ave.
San Leandro, CA

Bankruptcy Law Center of Norther California

2200 Range Ave Ste 209
Santa Rosa, CA

Basic Document Services

930 C Street
Hayward, CA

Bay Equity Home Loans

1900 The Alameda
San Jose, ca

BetaFrontier, LLC

156 W Superior St Apt 401
Chicago, IL

BETTER TAX RETURNS

7901 OAKPORT ST
Oakland, CA

Boost Credit 101

3773 E Cherry Creek North Dr
Denver, CO

Brad Marshall, LPL Wealth Advisor

59 N Santa Cruz Ave
Los Gatos, CA

Brian Mullen Allstate Insurance

705 VETERANS Blvd Suite 5
Redwood City, CA

CALIFRANCE CORP

440 GRAND AVE
Oakland, CA

Candice Normoyle State Farm Insurance

744 San Antonio Rd
Palo Alto, CA

CareOne Debt Relief Services

8930 Stanford Blvd
Columbia, MD

CATALYST FINANCIAL PLANNING

70 WASHINGTON ST
Oakland, CA

Century Debt Consolidation

372 Gellert Boulevard
Daly City, Ca

Chad W. Burns Financial & Insurance Services

2248 Camino Ramon
San Ramon, Ca

Clear Mark Wealth Management

59 N Santa Cruz Ave, Suite R
Los Gatos, CA

Colonial Life

1401 Willow Pass Road
Concord, CA

Common Wealth Investment LLC

PO Box 16010
Louisville, KY

Compass Financial Management Inc

1318 Aberdeen Dr
San Mateo, CA

Concord Debt Consolidation

1990 Willow Pass Rd
Concord, Ca

CountryWide Debt Relief

1504 Brookhollow Dr.
Santa Ana, CA

Credit Repair Antioch

1800 A St, An

Credit Repair Oakland

410 14th St
Oakland, Ca

Credit Repair San Francisco

1510 Market St
San Francisco, Ca

Credit Repair San Jose

2-42 Devine St
San Jose, Ca

cyafinancialservices.com

410 S. Melrose Dr., Ste 210
Vista, CA

Cyberwatch Security Communication Systems, Inc

90 East Gish Road. Suite 215
San Jose, CA

D Perry Financial

Alameda, CA

DATA COUNT

PO Box 23192
Pleasant Hill, CA

Debt Relief NW Inc

202 SE 181st Ave. Ste 102
Portland, OR

Delgado & Associates

675 N First St
San Jose, CA

DRAGON FINANCIAL Group

1700 S EL CAMINO REAL
San Mateo, CA

Dunlap Wealth Management Group

14074 Trade Center Dr
Fishers, IN

Eagles Club

Canoga Park, CA

EDWARD JONES

2065 MOUNTAIN BLVD
Oakland, CA

EDWARD JONES

370 HIGHLAND AVE
Oakland, CA

Edward Jones

2300 First Street # 232
Livermore, CA

Edward Jones

490 Grand Ave Suite 100
Oakland, CA

Eggers & Eggers of Silicon Valley

2052 Jackson Ct.
Santa Clara, CA

Enliven Nail & Spa

570 Masonic Way
Belmont, CA

Estate Research Associates

111 Deerwood Rd
San Ramon, CA

Estate Resolution

136 N High St
Sebastopol, CA

exclusive Debt Consolidation

528 Sacramento St
Vallejo, Ca

Farmers Insurance and Financial Solutions

2255 Morello Ave
Pleasant Hill, CA

Fat Margins, LLC.

243 Alicante Ct
Danville, CA

FHI

1212 BROADWAY
Oakland, CA

FINANCIAL CONCEPTS

205 PARK RD
Burlingame, CA

Foo Bar

San Francisco, CA

FRANKLIN FUTURES INC

36 YORK DR
Oakland, CA

Fremont Debt Consolidation

3958 Mowry Ave
Fremont, Ca

Freyman CPA, P.C.

40 Exchange Place
New York, NY

FRIEDKIN INVESTMENT CO

480 3RD ST
Oakland, CA

Fujikawa & Associate CPA

1270 S Winchester Blvd
San Jose, CA

GLOBAL INVESTMENT CO INC

211 10TH ST
Oakland, CA

GOLDEN STATE INVESTMENTS

1212 BROADWAY
Oakland, CA

grand Debt Consolidation

115 Berkeley Square
Berkeley, Ca

GRANITE CAPITAL MANAGEMENT

5707 REDWOOD RD
Oakland, CA

Green City Insurance Services

1758 s. Holt Av.
Los Angeles, CA

Green Retirement Plans, Inc.

1 Lakeside Dr Apt 811
Oakland, CA

HEALTH BENEFIT CONSULTANTS LLC.

20275 Honeysuckle Dr.
Elkhorn, NE

Hofmann Financial Group

4187 Piedmont Ave
Oakland, CA

iBank

3090F Pullman St
Costa Mesa, CA

Illustrious Debt Consolidation

1748 El Camino Real
Santa Clara, Ca

Integrated Wealth Management

1275 Lincoln Ave
San Jose, CA

INTEGRITY SECURITIES INC

350 E 10TH ST
Oakland, CA

INTERNET SECURITIES

300 FRANK H OGAWA PLZ
Oakland, CA

INVESTOR'S CAPITAL MANAGEMENT LLC

1100 ALMA ST
Menlo Park, CA

IRS Tax Help Team

1201 S Beach Blvd
La Habra, CA

iStyle Fashion & Beauty Society

55 Santa Clara Ave,
Oakland, CA

J M METCALF & ASSOC

499 EMBARCADERO
Oakland, CA

John Hancock Financial Network

3000 Oak Road
Walnut Creek, CA

Jonathan C. Watts, Attorney at Law

2440 Camino Ramon
San Ramon, CA

Justice and Associates LLC

6655 W Sahara Ave
Las Vegas, NV

JW Harrison Financial Advisors

1655 N Main St
Walnut Creek, CA

Kelly Katz State Farm Insurance

441 N. Central Ave.
Campbell, CA

LAFRANCE FINANCIAL

1564 FITZGERALD DR
Pinole, CA

Law Offices of Steven M. Simrin

318 Harrison Street, Suite 102
Oakland, CA

Let's Insure

1900 Camden Ave Ste 204
San Jose, CA

Livescans2go

1333 Bynum Way
Oakley, CA

Lowell, Blake & Associates

141 Tremont Street
Boston, MA

Luigi CPA

3819 Cerrito Av
Oakland, CA

LYNCH INVESTMENTS

610 16th St Ste 400
Oakland, CA

M BESS KANE CPA - Tax Accountant

177 Bovet Road Ste 600
San Mateo, CA

Marchand & Co CPA's PC

2003 Southern Blvd SE
Rio Rancho, NM

Marshall Wealth Management Group

59 N Santa Cruz Ave
Los Gatos, CA

Mat Dahms State Farm Agency

4400 KELER AVE STE 260
Oakland, CA

McClurg Capital Corporation

180 Montgomery Street
San Francisco, CA

MECHANICS BANK-INVESTMENT MGMT

1999 HARRISON ST
Oakland, CA

Megastar Financial Corp

920 Hilltop Dr
Redding, CA

Merrill Lynch Wealth Management

101 California St
San Francisco, CA

Michael P Senadenos

39420 Liberty St Ste 170
Fremont, CA

MORGAN STANLEY & CO

1 KAISER PLZ
Oakland, CA

Morling Financial Advisors

44 Montgomery St
San Francisco, CA

New York Life Company

39650 Liberty Street
Fremont, CA

NEW YORK LIFE INSURANCE CO

1731 TECHNOLOGY DR
San Jose, CA

NOIR MEDIA GROUP INC

300 FRANK H OGAWA PLZ
Oakland, CA

nxdc10capt, llc

Oakland, CA

Olive Financial & Insurance Services

4160 Technology Dr
Fremont, CA

Oxbridge House, Inc.

2115 Van Ness Ave.
San Francisco, CA

Pacific Precious Metals

225 Bush St
San Francisco, CA

Palisade Financial

5427 Claremont Ave
Oakland, CA

Palouse Credit Consulting

801 Ringo Rd.
Palouse, WA

PANNELL PROPERTY SELLS

3868 MAYBELLE AVE
Oakland, CA

Parsons Andersen CPAs

721 Purissima St
Half Moon Bay, CA

Parsons Financial Advisors

721 Purissima St
Half Moon Bay, CA

Payless Loan Source

2955 E. Hillcrest Drive
Westlake Village, CA

PETER COLE & CO

3637 GRAND AVE
Oakland, CA

Petsas & Hill, Certified Public Accountants, Inc.

3150 Hilltop Mall Rd
San Pablo, CA

Polaris Financial Services Inc

300 Tamal Plz
Corte Madera, CA

Project Management Services

San Francisco Bay Area, CA

Quick and Easy Cash

1400 Coleman Ave
Santa Clara, CA

Quick N Easy Debt Consolidation

405 15th Street
Oakland, Ca

R E Advisors, LLC

201 California St.
San Francisco, CA

Ramsdell Capital Management

555 California St Ste 300
San Francisco, CA

regal Debt Consolidation

658 A Street
Antioch, Ca

REGENTS OF UNIVERSITY OF CA

1111 BROADWAY
Oakland, CA

Reverse Mortgage Group a branch of AmericanPacific

3478 Buskirk Ave #1025
Pleasant Hill, CA

ROVAI INSURANCE AGENCY

6990 SOQUEL DR
Aptos, CA

ROYAL ALLIANCE ASSOC INC

7700 EDGEWATER DR
Oakland, CA

royal Debt Consolidation

324 23rd Street
Richmond, Ca

S P Johnson Group

293 Mulberry St
Buffalo, NY

San Francisco Debt Consolidation

451 9th St
San Francisco, Ca

San Francisco Debt Relief

71 Stevenson St
San Francisco, CA

Scalisi & Bernazanni Financial Services

1472 17TH AVE
San Francisco, CA

Sierra Pacific Financial Advisors, LLC

7077 Koll Center Pkwy
Pleasanton, CA

Simplex Bookkeeping Services

400 Reed St
Santa Clara, CA

Southern Trust Financial Services LLC

3450 Founders Club Drive
Sarasota, FL

Stephen G. Imboden, CPA

1400 N Dutton Ave
Santa Rosa, CA

STRONGHOLD INVESTMENTS LLC

12120 TARTAN WAY
Oakland, CA

Summit Funding Inc.

141 Sandcreek Road
Brentwood, CA

Sunnyvale Debt Consolidation

997 W El Camino Real
Sunnyvale, Ca

Supreme Bail Bond Oakland

1804 Telegraph Ave
Oakland, CA

Tamarind Financial Planning

951 Mariners Island Blvd
San Mateo, CA

The Fog City IRS Tax Lawyers

3700 Geary Boulevard
San Francisco, CA

The Kaplan Group

1 San­some Street, Suite 3500
San Francisco, CA

The Kaplan Group

560 S. Win­ches­ter Boule­vard, Suite 501
San Jose, CA

The Lee Accountancy Group LLC

369 13th St
Oakland, CA

The Main Street Group

4510 Cox Road
Glen Allen, VA

Towne Investments LLC

1114 Bucknam Ave
Campbell, CA

TRAVEL INSURANCE

610 16TH ST
Oakland, CA

United Gold Direct

2945 Townsgate Road
Westlake Village, CA

Vaksman Law Offices, PC

220 Baldwin Avenue
San Mateo, CA

Vallejo IRS Back Tax Lawyers

23 Harbor Way
Vallejo, CA

Van Winkle Insurance Group

13619 Mukilteo Speedway
Everett, WA

Vereschagin Law Firm

555 California Stree, 3rd Floor
San Francisco, CA

Waddell Reed, Inc

1875 South Grant Street
San Mateo, CA

Walnut Creek Estate Planning

675 Ygnacio Valley Road
Walnut Creek, CA

Wedbush Securities, Inc.

2455 Bennett Valley Road
Santa Rosa, CA

WriteBusinessCapital

19925 Stevens Creek Boulevard
Cupertino, CA

Ycreditrepair.com

PO Box 3001
Oakland, CA

YSO CAPITAL MANAGEMENT

8080 CAPWELL DR
Oakland, CA
Oakland Zip Codes

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