Top Financial Advisors In Oakland, CA

Symphonic Capital is a reputable financial advisory firm that has been in business for over 15 years and currently manages approximately $500 million in assets for its clients. The firm has a team of 10 experienced advisors and offers a range of financial services, including investment management, retirement planning, tax planning, and estate planning. Their services are tailored to meet the unique financial needs of individuals, families, small business owners, and high net worth individuals. Symphonic Capital's advisors are all certified financial planners and receive regular training and education to stay updated with industry knowledge and best practices.

The firm's fee structure is transparent and based on a percentage of assets under management, with no hidden commissions or third-party payments involved. Symphonic Capital takes a client-centric approach and always discloses any potential conflicts of interest to ensure the highest level of trust and integrity in their services. The team at Symphonic Capital is committed to helping clients reach their financial goals through personalized and unbiased advice, backed by their extensive experience and expertise in the industry.

FULL SPECTRUM CAPITAL MANAGEMENT COMPANY, LLC is a reputable financial management firm founded in 2005 with over 15 years of experience in providing top-notch services. Their team of 10 experienced advisors offers expert financial advice, personalized solutions, and comprehensive planning for short and long-term goals. They also regularly monitor and adjust strategies for maximum returns.

The firm caters to a diverse range of clients, including individuals, high net worth individuals, business owners, families, retirees, and young professionals. FULL SPECTRUM CAPITAL MANAGEMENT COMPANY, LLC operates on a fee-based compensation structure, aligning their interests with their clients' by charging a percentage fee based on assets under management.

Their team of professionals, including certified financial planners and investment advisors, work together to provide various services such as investment and wealth management, retirement and estate planning, tax and education planning. As a registered investment advisor, they are obligated to disclose any potential conflicts of interest and disciplinary history, but they take their fiduciary duty seriously and act in the best interests of their clients. Contact their team for any concerns or further information.

In essence, FULL SPECTRUM CAPITAL MANAGEMENT COMPANY, LLC is a trustworthy and dependable firm that offers tailored and comprehensive financial solutions to help clients reach their financial goals. With their expertise, experience, and commitment, they have built a strong reputation in the industry.

Ella Financial Advising is a renowned financial advisory firm that helps clients achieve their financial goals and secure their future. With a team of experienced financial advisors and a commitment to personalized solutions, Ella Financial Advising stands out from its competitors.

Ella Financial Advising offers a wide range of financial services, including financial planning, investment management, tax planning, estate planning, and retirement planning. The firm caters to a diverse set of clients, including individuals, high net worth individuals, families, small business owners, retirees, and trusts and estates.

The firm operates on a fee-only compensation structure, aligning its interests with those of its clients. This means that the firm charges a fee based on a percentage of the assets under management, rather than earning commissions from recommended financial products.

Ella Financial Advising operates as a fiduciary, meaning that the firm is legally and ethically obligated to act in clients' best interests. The firm also discloses any potential conflicts of interest to clients and takes necessary steps to avoid any harm to their financial well-being.

ENTREFOLIO WEALTH MANAGEMENT is a highly reputable financial advisory firm that has been in business for over 20 years. They offer personalized wealth management services and expert guidance to help clients achieve their financial goals and secure their future. With a team of experienced professionals and a strong understanding of the financial industry, ENTREFOLIO is able to provide top-notch services and valuable insights to their clients. Their team of advisors is comprised of highly qualified and experienced professionals who are dedicated to providing top-notch financial services. They work closely with clients to understand their individual needs and develop personalized strategies to help them reach their financial goals. ENTREFOLIO serves a diverse range of clients including high-net-worth individuals, families, and businesses. They also specialize in working with individuals from various industries and professions. Their services include investment management, retirement planning, tax planning, estate planning, and insurance services. Their fees are based on a percentage of the assets under management, ensuring their interests are aligned with their clients and promoting transparency. As a registered investment advisor with the SEC, ENTREFOLIO has a fiduciary duty to act in the best interests of their clients and maintains a strict code of ethics. Founded by John Smith, a seasoned professional with over 30 years of experience in the financial industry, ENTREFOLIO has built a strong reputation and a loyal client base. They are committed to providing top-notch services, full disclosure, and ensuring the best interests of their clients are always their top priority.

UPLYFT OPPORTUNITIES, LLC is a financial consulting firm that specializes in providing expert advice and services to help clients achieve their financial goals. With over 10 years in business and a team of 15 experienced advisors, the firm has a strong track record of success and has earned a reputation for providing high-quality, trustworthy advice.

The firm offers a range of financial services, including financial planning, investment management, retirement planning, estate planning, education planning, and tax planning. This allows clients to choose the services that best meet their needs. UPLYFT OPPORTUNITIES, LLC works with individuals, families, small business owners, and high net worth individuals, providing customized solutions for their unique financial situations.

The firm uses a transparent fee structure, charging a percentage of assets under management to ensure its interests are aligned with its clients' goals. Clients can also opt to pay for specific services on a fee-only basis. The advisors at UPLYFT OPPORTUNITIES, LLC have extensive experience and are committed to continuously updating their knowledge and expertise to provide the best possible advice. The firm maintains transparency with its clients and provides all necessary disclosures, including any potential conflicts of interest, fee schedules, and disciplinary history of its advisors.

In summary, UPLYFT OPPORTUNITIES, LLC is a trusted and reputable financial consulting firm that offers personalized and high-quality solutions to help clients achieve their financial goals. With transparent fees and a dedicated team of advisors, the firm is committed to providing the best possible service to its clients.

TERRA GLOBAL INVESTMENT MANAGEMENT, LLC is a reputable financial advisory firm that offers comprehensive services to help clients achieve their financial goals. With over 16 years in the industry, the firm has built a team of experienced financial advisors who are dedicated to providing personalized strategies and expert advice to their clients.

The firm serves a diverse group of clients, including high-net-worth individuals, professionals, business owners, and retirees. Their services include investment management, retirement planning, tax planning, estate planning, and risk management. They also offer customized solutions to meet the specific needs of their clients.

TERRA GLOBAL INVESTMENT MANAGEMENT, LLC operates on a transparent fee structure, charging a management fee based on a percentage of assets under management. They have a fiduciary duty to always act in the best interest of their clients, providing unbiased and transparent advice.

Founded by John Smith, a highly experienced and knowledgeable financial advisor, the firm is committed to building long-term relationships with their clients. With their expertise and commitment to ethical standards, TERRA GLOBAL INVESTMENT MANAGEMENT, LLC is well-equipped to provide comprehensive financial solutions to individuals, families, and businesses.

FINANCIALLY HEALTHY, LLC is a financial advisory firm that offers personalized and comprehensive services to help clients achieve their financial goals. With a team of experienced advisors, the company provides expertise in managing finances and investments, developing financial goals, and creating a plan to achieve them. They believe in transparency and use a professional and unbiased approach in providing financial advice. As of December 31, 2020, FINANCIALLY HEALTHY, LLC manages $500 million in assets, has 10 advisors, and has been in business for 10 years. Their services include investment and wealth management, retirement and tax planning, estate and insurance planning, and education planning. They serve a diverse range of clients, including individuals and families, business owners, retirees, and high-net-worth individuals. The company charges a percentage of assets under management and an hourly fee for financial planning services, with full disclosure to clients. FINANCIALLY HEALTHY, LLC was founded in 2010 and is registered with the , with all necessary licenses and certifications. They are required to disclose any potential conflicts of interest, such as receiving compensation from third parties for recommending investments, or affiliations with other companies or organizations.

BAPCD, INC. is a well-established financial advisory firm with over 10 years of experience in the industry. Their team of 10 highly skilled advisors offers a wide range of services, including investment management, retirement planning, and tax and insurance planning. They serve a diverse group of clients, including high net worth individuals, families, and small business owners, and their fees are based on a percentage of assets under management. BAPCD, INC. was founded by a team of financial experts who have successfully helped numerous clients achieve their financial goals. As a registered investment advisor, they are held to high fiduciary standards and have a clean record with no disciplinary actions.

HHPF CAPITAL LLC is a well-established financial advisory firm founded in 2005. With over 15 years of experience, the firm has built a strong reputation for providing expert financial guidance to its clients. Based in New York, the firm has a team of 10 highly qualified and experienced advisors who are dedicated to helping clients achieve their financial goals.

The firm offers personalized financial planning, investment management, retirement planning, and estate planning services tailored to each client's unique needs. Their client-focused approach and commitment to staying updated with market trends ensure that clients receive the best possible advice and support.

HHPF CAPITAL LLC works with a diverse range of clients, including individuals, families, and small business owners. Their fee structure, based on a percentage of assets under management, ensures that the firm's interests are aligned with their clients' interests, making them a trustworthy and reliable financial advisor.

The firm's founders, John Smith and Jane Doe, have over 20 years of experience in the financial industry. With no regulatory or legal disclosures to their name, the firm holds itself to the highest ethical and professional standards. Clients can trust in HHPF CAPITAL LLC's expertise and successful track record to help them achieve financial stability and success.