Here’s The Deal: 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.
3 Best Financial Services in Oakland, CA
Expert recommended Top 3 Financial Services in Oakland, California. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!
TOP 3 LULA FINANCIAL REVIEWS
Benjamin proves that not all financial advisors are blood sucking leeches. He gives straight advice that you can actually work with. He'll show you sound fundamentals and help you be disciplined to stick to a good plan. His fee structure protects you from the kind of nonsense that's woven into many financial planners' products. If you're thinking about being serious with your money, schedule an appointment with Benjamin
Amie helped ease my anxiety and put me on a path towards finally paying off my debt. She worked with me on how to save on credit card interest, and where to start a savings account. I feel very fortunate to have Amie's help with my finances, she truly cares about her clients.
After my first call with Benjamin I knew his approach, attitude, values and personality were aligned with ours and that he was who I wanted to work with. Benjamin has an incredible way of making finances feel more approachable, and the uncomfortable talks feel more normal. His attitude is always positive and proactive
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The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
![Modern Financial Planning Oakland Financial Services Modern Financial Planning Oakland Financial Services](https://threebestrated.com/images/ModernFinancialPlanning-Oakland-CA.jpeg)
Here’s The Deal: 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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Sat & Sun: Closed
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TOP 3 MODERN FINANCIAL PLANNING REVIEWS
Mike is a consummate professional. He has a genuine interest in his clients needs and is not afraid to challenge them to take control of their finances. Mike is clearly a student of wealth management and takes his craft very seriously with an emphasis on continuing to build personal equity. We are going on 5+ years working together after Mike initially helped me with an inherited IRA and now helps me annually with various strategies like back door Roth’s. He is always making recommendations about insurance, debt consolidation and future planning. I sleep better at night knowing that my family’s finances are being watched over by Mike Troxell.
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.
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The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
![Modern Family Finance Oakland Financial Services Modern Family Finance Oakland Financial Services](https://threebestrated.com/images/ModernFamilyFinance-Oakland-CA.jpeg)
Here’s The Deal: 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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$0 - $500,000 - First $500K Included in Baseline Fee
$500,000 to $1,000,000 - 1.00%
$1,000,000 to $2,000,000 - 0.80%
$2,000,000+ - 0.60%
starting from $7,000/year for a household
Account Value - Rate (%)
$0 to $700,000- First $700K Included in Baseline Fee
$700,000 to $1,000,000 - 1.00%
$1,000,000 to $2,000,000 - 0.80%
$2,000,000+ - 0.60%
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Sat & Sun: Closed
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TOP 3 MODERN FAMILY FINANCE REVIEWS
Transitioning from the tech world to follow my passion for teaching felt like a leap of faith, one I never imagined taking. Through years of contemplating life after Tech, teaching always lingered in the back of my mind. Working alongside Jenni, we delved into my financial plan and life aspirations, and her persistent encouragement propelled me closer to my own passions until they became attainable. Jenni's inspirational journey from the tech industry to pursuing her passions served as a guiding light, and I'm grateful for her inspiration.
I love Jenni’s holistic approach to financial planning and coaching. She understands the nuances of working with single parents like me and the lifestyle tradeoffs of working and living in the Bay Area. I feel like she genuinely cares about me, and that I am not just another client. She’s not overly prescriptive and love that we can talk stuff beyond the numbers.
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.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.