Financial Planners in Oakland, CA — 20 Firms (2026)
20 financial planners in Oakland, California meet our listing bar — a website plus a public review record. They average 3.28★ across 20 rated firms, and 4 are rated 4.5★ or higher. The highest-rated is LampPost Planning at 5.0★ across 30 Google reviews.
Showing 20 of 20 · sorted by Google rating
1.
LampPost Planning
★★★★★★★★★★5.0(30 Google reviews)✓ Verified on Google
Financial Planning · 20 Knoll Ridge Way Suite 2, Oakland, CA 94619
2.
Modern Family Finance
★★★★★★★★★★5.0(22 Google reviews)✓ Verified on Google
Financial Planning · 1999 Harrison St #1800, Oakland, CA 94612
3.
Wendy Landeros - Residential Home Mortgage Loan Lender & Commercial Loan Expert - NMLS #1945913
★★★★★★★★★★5.0(16 Google reviews)✓ Verified on Google
Financial Planning · 3451 International Blvd Unit B, Oakland, CA 94601
Services: advisory
4.
Modern Financial Planning
★★★★★★★★★★4.9(16 Google reviews)✓ Verified on Google
Financial Planning · 344 Thomas L Berkley Way M10, Oakland, CA 94612
5.
Lula Financial
★★★★★★★★★★4.2(20 Google reviews)✓ Verified on Google
Financial Planning · 66 Franklin St 3rd Floor, Oakland, CA 94607
6.
Bank of America ATM (Drive-thru)
★★★★★★★★★★4.1(8 Google reviews)✓ Verified on Google
Financial Planning · 303 Hegenberger Rd, Oakland, CA 94621
Services: advisory
7.
First Republic Bank
★★★★★★★★★★3.8(14 Google reviews)✓ Verified on Google
Financial Planning · 2110 Mountain Blvd, Oakland, CA 94611
8.
BMO Bank N.A Branches
★★★★★★★★★★3.6(20 Google reviews)✓ Verified on Google
Financial Planning · 3062 E 9th St, Oakland, CA 94601
Services: advisory
9.
BMO Bank N.A Branches
★★★★★★★★★★3.3(22 Google reviews)✓ Verified on Google
Financial Planning · 2001 Broadway, Oakland, CA 94612
Services: advisory
10.
Bank of America ATM
★★★★★★★★★★3.0(7 Google reviews)✓ Verified on Google
Financial Planning · 3251 International Blvd, Oakland, CA 94601
Services: advisory
11.
Bank of America Financial Center
★★★★★★★★★★2.9(94 Google reviews)✓ Verified on Google
Financial Planning · 388 9th St Apt 168, Oakland, CA 94607
Services: advisory
12.
BMO Bank N.A Branches
★★★★★★★★★★2.8(8 Google reviews)✓ Verified on Google
Financial Planning · 2023 Mountain Blvd, Oakland, CA 94611
Services: advisory
13.
Bank of America Financial Center
★★★★★★★★★★2.7(63 Google reviews)✓ Verified on Google
Financial Planning · 6201 College Ave, Oakland, CA 94618
Services: advisory
14.
Bank of America Financial Center
★★★★★★★★★★2.5(28 Google reviews)✓ Verified on Google
Financial Planning · 4054 MacArthur Blvd, Oakland, CA 94619
Services: advisory
15.
Bank of America Financial Center
★★★★★★★★★★2.4(88 Google reviews)✓ Verified on Google
Financial Planning · 3251 International Blvd, Oakland, CA 94601
Services: advisory
16.
Bank of America Financial Center
★★★★★★★★★★2.3(22 Google reviews)✓ Verified on Google
Financial Planning · 1959 Mountain Blvd, Oakland, CA 94611
Services: advisory
17.
Bank of America Financial Center
★★★★★★★★★★2.2(62 Google reviews)✓ Verified on Google
Financial Planning · 496 Lake Park Ave, Oakland, CA 94610
Services: advisory
18.
BMO Bank N.A Branches
★★★★★★★★★★2.2(19 Google reviews)✓ Verified on Google
Financial Planning · 3400 Lakeshore Ave, Oakland, CA 94610
Services: advisory
19.
Bank of America (with Drive-thru ATM)
★★★★★★★★★★2.1(58 Google reviews)✓ Verified on Google
Financial Planning · 303 Hegenberger Rd, Oakland, CA 94621
Services: advisory
20.
Bank of America Financial Center
★★★★★★★★★★1.7(31 Google reviews)✓ Verified on Google
Financial Planning · 2154 MacArthur Blvd, Oakland, CA 94602
Services: advisory
Top financial planners in Oakland
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | LampPost Planning | Financial Planning | 5.0 / 5 | 30 |
| 2 | Modern Family Finance | Financial Planning | 5.0 / 5 | 22 |
| 3 | Wendy Landeros - Residential Home Mortgage Loan Lender & Commercial Loan Expert - NMLS #1945913 | Financial Planning | 5.0 / 5 | 16 |
| 4 | Modern Financial Planning | Financial Planning | 4.9 / 5 | 16 |
| 5 | Lula Financial | Financial Planning | 4.2 / 5 | 20 |
Financial planners and accountants
Financial planners focus on investments, retirement, and long-term wealth strategy, while accountants focus on tax and compliance. The roles overlap for business owners and high earners. Look for fiduciary advisors (legally required to act in your interest) and understand how they're paid — fee-only, commission, or a mix.