3 Best Financial Services in Oakland, CA

My partner and I have been working with Jenni now for about a year and half -- she has been excellent in all ways. We have been doing the basic things with our finances, but we didn't have any confidence that we could do things that we dreamed about -- maybe living or retiring internationally, buying a Spanish hacienda, or taking a sabbatical to explore remote work. Through her excellent coaching sessions, we have gained confidence financially that we can do all of these things. Jenni and Lisa live their values -- and they made this flexible international lifestyle come true for their own family. Janet and I knew they both walked their talk. Jenni has been a great listener, and made us feel comfortable in having open and honest conversations during our sessions together. They share our values about what money means and represents -- freedom. One thing Jenni did recently was to help us align our investments with our values -- to focus on those funds that promote various causes that are important to us. We had no idea we could do this! There are not many financial counselors (or any that I have met) that truly care about their clients as people and truly want to support others in achieving their goals. Jenni wants this for others, and this passion shows. Janet and I both highly recommend them.

I have never really had a financial education, and having ADHD has made it difficult for me to learn how to manage my money. I had a consultation with Jennifer this week and in 30 minutes, I literally understood more about my finances than in my entire life. She was so knowledgeable and yet down to earth and easy to understand. I hung up so motivated and empowered and already made significant and impactful changes! I cant recommend Modern Family Finance enough.

Our ERG hosted Jenni and Lisa for a virtual presentation on financial wellness and tips for reaching financial goals. Their presentation was really excellent: they shared personal stories and anecdotes and also many practical tips and useful guidance, especially for the LGBTQIA+ community! Would highly recommend their workshops to any other ERGs or companies looking to provide quality programming for their communities.

I have been working with Bryan Hasling, CFP, for a few years now, and it has been nothing less than spectacular. Bryan and his team came as a referral from a close, trusted from college, and he has been an invaluable counsel, advisor, and friend since then. Bryan and his team are studied and knowledgeable; and the plans and insights they have shared have been meticulous in detail yet practical and applicable. Most importantly, it is evident that Bryan and his team are wholeheartedly dedicated to providing their clients the best service and tools for their financial planning. Bryan and his team have given me peace of mind when it comes to my financial planning and future, and I would highly recommend Modern Financial Planning to others looking for the services.

Working with Modern Financial Planning has been an absolute game changer for us financially. MFP’s holistic approach helped us think through strategies for managing not only our investments, savings, and assets, but also our insurance — and how all of it evolves over time with changes to our goals. The peace of mind and money confidence we have now is invaluable. Every check-in meeting is organized, intentional, and thought-provoking. If you’re on the fence about whether to hire a financial planner, I promise it’s worth it, and that MFP is the very best out there.

MFP has been a pleasure to work with. I always get a thorough and prompt response from Mike. I'm looking forward to continuing our relationship and I am glad that I found a financial planner that is passionate about his craft.