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.
Best Financial Services in Oakland
Handpicked Top 3 Financial Services in Oakland, California. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence.
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LULA FINANCIAL REVIEWS
My husband and I were looking for a financial planner and Lula Financial gave us exactly what we were looking for. We shopped around and appreciated the way Amie explained financial concepts in a really easy way. They are also flat fee, non-custodial advisors, so they give you the tools to manage and invest your money on your own. The financial plan cost us $2,000 and then ongoing financial advising is $100 per month. Amie gave us a comprehensive financial plan based on our current finances and long term goals. She gave us clear steps to follow and implement the plan. We considered doing the ongoing advising, but decided not to when Amie told us that Fidelity (which we already used) does great long term retirement advising. I felt like I trusted the advice that we got with them really looking out for our best interests. Also, my husband and I haven't always been on the same page financially and Amie really helped bring us together to be on a unified financial front. This service was well worth it! I would highly recommend Amie and Lula Financial.
What a great guy! A few minutes into our exploratory call on business finance advice, Benjamin let me know that he couldn't help me as a financial advisor. But! He then proceeded to give me 10 free minutes of personal advise on starting a small business. He was personable, sweet, and encouraging. I'll definitely use Lula financial in the future for personal finance management.
Despite the recent bagelgeddon controversy, Ben has proven to be an outstanding and incredibly effective financial advisor. Talking finances with people is hard; Ben uses humor and wit to help diffuse the tension around your finances. I would highly recommend Ben to anyone that is interested in establishing a sound, long term financial plan.
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Modern Financial Planning is a fee-only financial planner located in Oakland. Discover the unique qualities that set them apart and determine if they are the right fit for you. Their comprehensive services encompass in-depth financial planning and investment management. By combining their extensive expertise, technological advancements, and network of professionals, They strive to provide you with exceptional service. Taking a holistic approach, They ensure that your needs are met effectively. Here are a few examples of what they do for their clients: They tap into a vast network of legal, insurance, tax, and real estate finance professionals when their specialized knowledge can enhance your situation. In cases where they don't have an immediate answer, They are committed to assisting you in finding the solution.
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MODERN FINANCIAL PLANNING REVIEWS
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 an invaluable resource for me in working toward and planning for my future. I have become accustomed to running any major financial decision past Mike, and I would have it no other way. Advice is crisp, clear and always to the point. I am never lost when talking with Mike! I agree with other reviews in saying I can rest easy knowing MFP has a say in my financial future
Yulia's guidance is top-notch, and her approach is friendly and non-judgmental, much like a trusted friend. Personal finance planning can be confusing and overwhelming for someone in a creative field like myself, so I valued her careful listening and straightforward explanations. Thank you, Yulia and Mike, for your help.
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Modern Family Finance is a comprehensive fee-only financial planning firm. Jennifer Dazols is a Certified Financial Planner (CFP®) and founder of the firm with over 15 years of management experience in the technology and finance sectors. Jennifer's significant contributions to both corporate and community endeavors led to her recognition as a "Hero of the 500s" by Fortune Magazine. As a fee-only planner, Jennifer never receives any form of commission, ensuring her commitment to providing unbiased and reliable financial advice. She is legally obligated to uphold this standard. The primary objective of the initial conversation with Modern Family Finance is to assess compatibility and explore how they can be of assistance. They aim for you to leave the call with at least one new idea to improve your financial health. Modern Family Finance serves clients in the San Francisco Bay Area as well as individuals from around the world.
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MODERN FAMILY FINANCE REVIEWS
My partner and I have been working with Jenni for the past year and a half and have had a great experience. Neither of us had ever worked with a financial planner before and didn't really know where to start. In our time working with Jenni, she really helped us to figure out our goals and then start taking action. It's also great to have her for all of the one-off questions we had around company stock and tax questions. Jenni is unique because she comes from the tech industry, so she understands our careers and the work culture. I appreciate that she's a fiduciary, so she works in our best interest and is not trying to sell us anything. My partner and I highly recommend working with her, especially for anyone coming from tech or new to financial planning.
My partner and I have been working with Jenni for over two years now and have loved working with her. We first met when we were wanting to carve out a new plan for our financial future and didn’t know where or how to start this process. We wanted more freedom in our lives to potentially live abroad or have one of us not work, but we didn’t know if this was financially feasible and didn’t have any confidence in making decisions in this area. We also wanted our money to be more aligned with our values and invested more in organizations we cared about. Jenni had us come up with our own values statement about what we are hoping money could support doing in our lives, to live our best lives. She refers to that often, making sure our financial work is aligned with our social and spiritual priorities. This is something quite unique and we feel sets her apart. Our work with her has been life changing. She is highly engaged, thorough, a clear communicator and 100% committed to your success, as you define it for yourself. We highly recommend her services.
I enjoy working with Jenni because she's in a similar phase of life and can relate to my family's financial goals. My husband and I have three young kids, so we have very limited free time or interest in learning about stocks. Jenni has helped us to clarify our financial goals, set up systems that make our money work for us without thinking about it, and made us feel overall less anxious about money. She's someone you can trust, and we highly recommend her.
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