Lula Financial is an investment advisory firm that operates on a fee-only basis and upholds fiduciary responsibilities located in Oakland. The owner of the firm is Benjamin, who is a fee-only investment advisor possessing an MBA in finance. Alongside a team of experts in investment strategy, Lula Financial collaborates with clients to enhance their financial well-being. The firm boasts a professional and highly experienced financial planner who comprehends the functioning of capital markets and effectively aligns personal goals with financial objectives. In addition, Lula Financial develops a customized financial plan to bridge the gap between a client's current financial situation and their desired future. To schedule a consultation, feel free to contact them.
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