Oakland Financial Planners

in Oakland, CA

177
Financial Planners are
in Oakland

11
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.

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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.

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

A G EDWARDS & SONS INC

1999 HARRISON ST
Oakland

Aaron Sessions State Farm Insurance

3001 Winchester Blvd
Campbell

AC & A ENTERPRISES

PO 2368
Oakland

Aegis Financial Advisory, LLC

5200 SW Meadows Road

AJ Abdelkhalek State Farm Insurance

775 E El Camino Real
Sunnyvale

Allegiant Group Inc

189 W Clarkston Rd Ste 1

Allsup Inc

300 Allsup Pl

AMG Legacy Planning

10100 W Sample Rd

Association Reserves-SF, LLC

268 Bush St
San Francisco

Bailey & Utley, CPAs

303 W. Joaquin Ave.
San Leandro

Bankruptcy Law Center of Norther California

2200 Range Ave Ste 209
Santa Rosa

Basic Document Services

930 C Street
Hayward

Bay Equity Home Loans

1900 The Alameda

BetaFrontier, LLC

156 W Superior St Apt 401

BETTER TAX RETURNS

7901 OAKPORT ST
Oakland

Boost Credit 101

3773 E Cherry Creek N Dr

Brad Marshall, LPL Wealth Advisor

59 N Santa Cruz Ave
Los Gatos

Brian Mullen Allstate Insurance

705 VETERANS Blvd Suite 5
Redwood City

CALIFRANCE CORP

440 GRAND AVE
Oakland

Candice Normoyle State Farm Insurance

744 San Antonio Rd
Palo Alto

CATALYST FINANCIAL PLANNING

70 WASHINGTON ST
Oakland

Century Debt Consolidation

372 Gellert Boulevard

Clear Mark Wealth Management

59 N Santa Cruz Ave, Suite R
Los Gatos

Colonial Life

1401 Willow Pass Road
Concord

Compass Financial Management Inc

1318 Aberdeen Dr
San Mateo

Concord Debt Consolidation

1990 Willow Pass Rd

CountryWide Debt Relief

1504 Brookhollow Dr.
Santa Ana

cyafinancialservices.com

410 S. Melrose Dr., Ste 210
Vista

Cyberwatch Security Communication Systems, Inc

90 East Gish Road. Suite 215
San Jose

DATA COUNT

PO Box 23192
Pleasant Hill

Debt Relief NW Inc

202 SE 181st Ave. Ste 102

Delgado & Associates

675 N First St
San Jose

DRAGON FINANCIAL Group

1700 S EL CAMINO REAL
San Mateo

Dunlap Wealth Management Group

14074 Trade Center Dr

Eagles Club

Canoga Park

EDWARD JONES

2065 MOUNTAIN BLVD
Oakland

EDWARD JONES

370 HIGHLAND AVE
Oakland

Edward Jones

2300 First Street # 232
Livermore

Edward Jones

490 Grand Ave Suite 100
Oakland

Eggers & Eggers of Silicon Valley

2052 Jackson Ct.
Santa Clara

Enliven Nail & Spa

570 Masonic Way
Belmont

Estate Research Associates

111 Deerwood Rd
San Ramon

Estate Resolution

136 N High St
Sebastopol

Farmers Insurance and Financial Solutions

2255 Morello Ave
Pleasant Hill

Fat Margins, LLC.

243 Alicante Ct
Danville

FHI

1212 BROADWAY
Oakland

FINANCIAL CONCEPTS

205 PARK RD
Burlingame

Foo Bar

San Francisco

FRANKLIN FUTURES INC

36 YORK DR
Oakland

Freyman CPA, P.C.

40 Exchange Place

FRIEDKIN INVESTMENT CO

480 3RD ST
Oakland

Fujikawa & Associate CPA

1270 S Winchester Blvd
San Jose

GLOBAL INVESTMENT CO INC

211 10TH ST
Oakland

GOLDEN STATE INVESTMENTS

1212 BROADWAY
Oakland

grand Debt Consolidation

115 Berkeley Square

GRANITE CAPITAL MANAGEMENT

5707 REDWOOD RD
Oakland

Green City Insurance Services

1758 s. Holt Av.
Los Angeles

Green Retirement Plans, Inc.

1 Lakeside Dr Apt 811
Oakland

HEALTH BENEFIT CONSULTANTS LLC.

20275 Honeysuckle Dr.

Hofmann Financial Group

4187 Piedmont Ave
Oakland

iBank

3090F Pullman St
Costa Mesa

Integrated Wealth Management

1275 Lincoln Ave
San Jose

INTEGRITY SECURITIES INC

350 E 10TH ST
Oakland

INTERNET SECURITIES

300 FRANK H OGAWA PLZ
Oakland

INVESTOR'S CAPITAL MANAGEMENT LLC

1100 ALMA ST
Menlo Park

Ironcap

1 Federal Street, Apartment 20
San Francisco

IRS Tax Help Team

1201 S Beach Blvd
La Habra

iStyle Fashion & Beauty Society

55 Santa Clara Ave,
Oakland

J M METCALF & ASSOC

499 EMBARCADERO
Oakland

John Hancock Financial Network

3000 Oak Road
Walnut Creek

Jonathan C. Watts, Attorney at Law

2440 Camino Ramon
San Ramon

JW Harrison Financial Advisors

1655 N Main St
Walnut Creek

Kelly Katz State Farm Insurance

441 N. Central Ave.
Campbell

LAFRANCE FINANCIAL

1564 FITZGERALD DR
Pinole

Law Offices of Steven M. Simrin

318 Harrison Street, Suite 102
Oakland

Let's Insure

1900 Camden Ave Ste 204
San Jose

Livescans2go

1333 Bynum Way
Oakley

Lowell, Blake & Associates

141 Tremont Street

Luigi CPA

3819 Cerrito Av
Oakland

LYNCH INVESTMENTS

610 16th St Ste 400
Oakland

M BESS KANE CPA - Tax Accountant

177 Bovet Road Ste 600
San Mateo

Marchand & Co CPA's PC

2003 Southern Blvd SE

Marshall Wealth Management Group

59 N Santa Cruz Ave
Los Gatos

Mat Dahms State Farm Agency

4400 KELER AVE STE 260
Oakland

McClurg Capital Corporation

180 Montgomery Street
San Francisco

MECHANICS BANK-INVESTMENT MGMT

1999 HARRISON ST
Oakland

Megastar Financial Corp

930 Executive Way Ste 125
Redding

Merrill Lynch Wealth Management

101 California St
San Francisco

Michael P Senadenos

39420 Liberty St Ste 170
Fremont

MORGAN STANLEY & CO

1 KAISER PLZ
Oakland

Morling Financial Advisors

44 Montgomery St
San Francisco

New York Life Company

39650 Liberty Street
Fremont

NEW YORK LIFE INSURANCE CO

1731 TECHNOLOGY DR
San Jose

NOIR MEDIA GROUP INC

300 FRANK H OGAWA PLZ
Oakland

Olive Financial & Insurance Services

4160 Technology Dr
Fremont

Oxbridge House, Inc.

2115 Van Ness Ave.
San Francisco

Pacific Precious Metals

225 Bush St
San Francisco

Palisade Financial

5427 Claremont Ave
Oakland

PANNELL PROPERTY SELLS

3868 MAYBELLE AVE
Oakland

Parsons Andersen CPAs

721 Purissima St
Half Moon Bay

Parsons Financial Advisors

721 Purissima St
Half Moon Bay

Payless Loan Source

2955 E. Hillcrest Drive
Westlake Village

PETER COLE & CO

3637 GRAND AVE
Oakland

Polaris Financial Services Inc

300 Tamal Plz
Corte Madera

Project Management Services

San Francisco Bay Area

Quick and Easy Cash

1400 Coleman Ave
Santa Clara

R E Advisors, LLC

201 California St.
San Francisco

Ramsdell Capital Management

555 California St Ste 300
San Francisco

REGENTS OF UNIVERSITY OF CA

1111 BROADWAY
Oakland

Reverse Mortgage Group a branch of AmericanPacific

3478 Buskirk Ave #1025
Pleasant Hill

ROVAI INSURANCE AGENCY

6990 SOQUEL DR
Aptos

ROYAL ALLIANCE ASSOC INC

7700 EDGEWATER DR
Oakland

S P Johnson Group

2025 Delaware Ave

San Francisco Debt Relief

71 Stevenson St
San Francisco

Scalisi & Bernazanni Financial Services

1472 17TH AVE
San Francisco

Sierra Pacific Financial Advisors, LLC

7077 Koll Center Pkwy
Pleasanton

Simplex Bookkeeping Services

400 Reed St
Santa Clara

Stephen G. Imboden, CPA

1400 N Dutton Ave
Santa Rosa

STRONGHOLD INVESTMENTS LLC

12120 TARTAN WAY
Oakland

Summit Funding Inc.

141 Sandcreek Road
Brentwood

Sunnyvale Debt Consolidation

997 W El Camino Real

Supreme Bail Bond Oakland

1804 Telegraph Ave
Oakland

Tamarind Financial Planning

951 Mariners Island Blvd
San Mateo

The Fog City IRS Tax Lawyers

3700 Geary Boulevard
San Francisco

The Kaplan Group

1 San­some Street, Suite 3500
San Francisco

The Kaplan Group

560 S. Win­ches­ter Boule­vard, Suite 501
San Jose

Towne Investments LLC

1114 Bucknam Ave
Campbell

TRAVEL INSURANCE

610 16TH ST
Oakland

United Gold Direct

2945 Townsgate Road
Westlake Village

Vallejo IRS Back Tax Lawyers

23 Harbor Way
Vallejo

Van Winkle Insurance Group

13619 Mukilteo Speedway

Vereschagin Law Firm

555 California Stree, 3rd Floor
San Francisco

Waddell Reed, Inc

1875 South Grant Street
San Mateo

Walnut Creek Estate Planning

675 Ygnacio Valley Road
Walnut Creek

Wedbush Securities, Inc.

2455 Bennett Valley Road
Santa Rosa

WriteBusinessCapital

19925 Stevens Creek Boulevard
Cupertino

Ycreditrepair.com

PO Box 3001
Oakland

YSO CAPITAL MANAGEMENT

8080 CAPWELL DR
Oakland
Oakland Zip Codes

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