3 Best Financial Services in Oakland, CA

“Lula Financial is a fee-only investment advisory and fiduciary firm. Benjamin is the owner of the firm. Benjamin is a fee-only investment advisor with an MBA in finance. His team has expertise in investment strategy. Lula Financial works with its clients to strengthen their finances. Lula Financial has a professional and highly experienced financial planner. They understand how the capital markets work and how best to align personal goals with financial ones. Then, Lula Financial makes a financial plan on how to get from where you are to where you want to be. Contact them to schedule a consultation.”

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“Modern Financial Planning is a fee-only financial planner dedicated to optimizing your finances while helping you maximize your life. They understand that money touches all aspects of your life. relationships, family, education, career, travel, health, retirement, goals, dreams, legacy. Modern Financial Planning partners with you to help keep you on track and work through all of life's excitement and uncertainty. Mike Troxell is a financial planner and investment advisor serving tech-industry clients nationwide. He also has served on the executive board for the Financial Planning Association of San Francisco and has been quoted in publications such as CNN, Huffington Post, and Investment News. Bryan Hasling helps folks plan for retirement and reach financial independence on their terms.”

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“ Modern Family Finance, founded by Jennifer Dazols, and serves as the lead planner of the firm. Jennifer has over 15 years of experience in tech, most recently serving as a director at a Fortune 500 company in Silicon Valley. Jennifer is a Certified Financial Planner™. She completed a B.A. in Economics from Washington University in St. Louis. At Modern Family Finance, the firm specializes in working with women and LGBTQ professionals in their 30s, 40s, and 50s. Many of its clients are tech professionals or self-employed individuals. 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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