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Financial Advisors in Berkeley, California (Alameda County)

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David Flowers, CFP
D. A. Flowers & Company provides comprehensive personal financial planning and investment management on a fee-only basis to families and individuals.

Marjorie Bennett, CFA
Berkeley, CA

We provide intelligent, comprehensive financial management tailored specifically to our clients’ unique needs and circumstances. At Aegis Capital Management, we emphasize client education and participation in the investment management process. O... See More

Highlights: Wealth Management, Socially Responsible Investments, Mutual Funds, Retirement Planning, Fee Only, MBA, Comprehensive Financial Planning, College Planning, 401K Consulting, Investment Consulting, 403B Plans, CFA, IRA, ETFs, Fee-Only, NAPFA Member, Independent Investment Advisor, Investment Policy Statements
DABK Inc.
Berkeley, CA

Comprehensive financial planning, time-constrained financial checkup, investment consulting, financial coaching and education

Highlights: MBA, Certified Financial Planner, Retirement Distribution Plan, Investment Policy Statements, Mutual Funds, Socially Responsible Investments, Debt Management, CFP ®, Fee Only, Investment Consulting, Retirement Planning, Comprehensive Financial Planning, IRA, Fiduciary, NAPFA Member, 401K Consulting, Middle Income, Family Financial Planning, Independent Investment Advisor
Focused Finances, LLC
7 miles from Berkeley, CA
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Patricia Jennerjohn, CFP, MBA
If you're like most people, you believe that you have to work hard for your money. However, the truth is that money is also there to work hard for you.
I help my clients learn that money is here to support and serve the... See More

Balance Financial Planning, LLC
7 miles from Berkeley, CA
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Cheryl Vesely, CFP, MA
Balance Financial Planning, LLC provides fee-only financial planning and investment advice. Our goal is to help busy professionals and families manage their finances so they can focus on other areas of life. We can help with al... See More

Wilson & Boucher Capital Management, LLC
7 miles from Berkeley, CA

Wilson & Boucher is a wealth management firm that offers a highly personalized and customized approach to asset management. We are a comprehensive, fee-based, Registered Investment Advisor (RIA) that offers a full suite of wealth management services

Highlights: IRA, Retirement Planning, Certified Financial Planner, Investment Services, Fiduciary, Fee Only, MBA, Professional Wealth Management, College Planning, Young Investors, Family Financial Planning, Investment Policy Statements, Independent Investment Advisor, Wealth Management, Corporate Bonds, CFP ®, Comprehensive Financial Planning, International Financial Planning, 401K Consulting, Stocks
Garner Financial Management
8 miles from Berkeley, CA
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Robert Garner, CMFC, CRPC
Garner Financial Management, Inc. was founded with one very important and underlying mission - to improve and enrich the quality of life for you and your family. We will work to develop an investment plan that focuses on ass... See More

HC Financial Advisors, Inc.
8 miles from Berkeley, CA

Karla McAvoy, CFP, MBA
HC Financial Advisors, Inc. is a fee-only firm offering financial planning and investment management services to individuals and their families. We are based in Lafayette, California, and have been serving clients throughout t... See More

The Humphreys Group
10 miles from Berkeley, CA
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Lexi Olian, CFP

Wetherby Asset Management
10 miles from Berkeley, CA
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Debra Wetherby, BA, CFA, CFP, CPA, MBA
Wetherby Asset Management provides sophisticated investment advice and comprehensive wealth planning for high net worth families, individuals and institutions. As an independent advisory firm we offer objective,... See More

Dennis Goins, MBA, ChFC®
10 miles from Berkeley, CA
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IRA Roll Over Specialist

Highlights: Rollover Of 401k Or IRA, Investment Advice, Financial Planning For Women, Fee Based Investing
Libra Wealth LLC
10 miles from Berkeley, CA
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Mark Astrinos, CFP, CPA/PFS, RLP
Libra Wealth is an independent, fee-only financial advisory firm based in San Francisco, but serving clients around the country. We integrate life planning into the financial planning process to provide thoughtful adv... See More

KB Financial Advisors, LLC
10 miles from Berkeley, CA
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Jackie Kleinman, CFP

SAS Financial Advisors, LLC
10 miles from Berkeley, CA
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Ira Fateman, BS, CFP, M.Ed.
We are a boutique practice with a focus on your needs and goals. We provide financial planning and investment management services. What sets us apart from many firms is that we are fee-only. We do not earn commissions fr... See More

Bhutani-Palmin Financial Planning, LLC
10 miles from Berkeley, CA
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Neerja Bhutani, CFP
Bhutani-Palmin works with clients of all income levels and stages of life: young people just starting out, families planning for college and retirement, retirees entering a new and exciting phase of life.
We specialize in the need... See More

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