3 Best Financial Services in Oakland, CA

“Lula Financial is a fee-only financial planner in Oakland, California. Benjamin owns the firm, a fee-only investment advisor with an MBA in finance. Working together with a team of investment experts, Lula Financial partners with clients to improve their financial health. The team is good at planning investments. They help clients make their money grow. They know all about how money markets operate and how to match personal dreams with financial ones. Then, they make a financial plan to get clients from where they are to where they want to be. They customize financial plans to bridge the gap between a client's financial situation and their desired future. Feel welcome to get in touch with them to arrange a consultation at your convenience.”

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“Modern Financial Planning is an independent financial firm in Oakland, California. Mike Troxell founded the firm in 2018. Before starting the firm, he worked at a San Francisco-based $5 billion wealth management firm. Before entering financial planning, he prepared tax returns at an SF CPA firm. He completed his graduation from Northeastern University in Boston, MA. The team aims to reduce risk by investing across asset classes and geographies. They also believe in keeping more money in clients' pockets, which they accomplish by limiting investment expenses and taxes when possible. They strive to add value to all areas of clients' financial lives. When necessary, they utilize a deep network of legal, insurance, tax, and real estate financial professionals when their expertise can add value to clients' situations. Half of their clients are in California, and the remainder are across the United States. They work remotely and utilize Zoom, email, and phone to serve clients wherever they are.”

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“Modern Family Finance is a fee-only independent financial firm in Oakland, California. Jennifer Dazols is the founder and lead planner of the firm. Jennifer comes from a 15+ year career in tech, most recently as a director of a Fortune 500 company in Silicon Valley. Jennifer holds a CERTIFIED FINANCIAL PLANNER™. She completed a B.A. in Economics from Washington University in St. Louis. At Modern Family Finance, they specialize in working with women and LGBTQ professionals in their 30s, 40s and 50s. Many of their clients are tech professionals or self-employed. Jenni provides expert financial advice that feels like talking to a trusted friend. Modern Family Finance serves clients in the San Francisco Bay Area and individuals worldwide.”

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