Modern Financial Planning
Modern Financial Planning is a fee-only financial planner located in Oakland. Modern Financial Planning is one of the Three Best Rated® Financial Services in Oakland, CA.
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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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$ Price :
Fee starts From $1,500 per quarter
Location / Contact:
- 344 Thomas L Berkley Way, Oakland, CA 94612
- Phone : (510) 519-7009
- EMail : mik***@m***.com
- Website : modernfp.com
Working Hours:
Mon-Fri: 8am - 5pm
Sat & Sun: Closed
TBR® Inspection Report:
Nearby Financial Services in Oakland:
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LULA FINANCIAL 66 Franklin Street 3rd floor, CA 94607
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MODERN FAMILY FINANCE 1999 Harrison Street, Suite #1800, CA 94612