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.
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LP
LampPost Planning✓ Verified
Financial PlanningOakland, CA
Financial Planning in Oakland, California offering financial planning. Rated 5.0★ across 30 Google reviews.
MF
Modern Family Finance✓ Verified
Financial PlanningOakland, CA
Financial Planning in Oakland, California offering financial planning. Rated 5.0★ across 22 Google reviews.
WL
Wendy Landeros - Residential Home Mortgage Loan Lender & Commercial Loan Expert - NMLS #1945913✓ Verified
Financial PlanningOakland, CA
Financial Planning in Oakland, California offering financial planning, and advisory. Rated 5.0★ across 16 Google reviews.
★5.0 (16)
MF
Modern Financial Planning✓ Verified
Financial PlanningOakland, CA
Financial Planning in Oakland, California offering financial planning. Rated 4.9★ across 16 Google reviews.
LF
Lula Financial✓ Verified
Financial PlanningOakland, CA
Financial Planning in Oakland, California offering financial planning. Rated 4.2★ across 20 Google reviews.
BO
Bank of America ATM (Drive-thru)✓ Verified
Financial PlanningOakland, CA
Financial Planning in Oakland, California offering financial planning, and advisory. Rated 4.1★ across 8 Google reviews.
FR
First Republic Bank✓ Verified
Financial PlanningOakland, CA
Financial Planning in Oakland, California offering financial planning. Rated 3.8★ across 14 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningOakland, CA
Financial Planning in Oakland, California offering advisory. Rated 3.6★ across 20 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningOakland, CA
Financial Planning in Oakland, California offering advisory. Rated 3.3★ across 22 Google reviews.
BO
Bank of America ATM✓ Verified
Financial PlanningOakland, CA
Financial Planning in Oakland, California offering financial planning, and advisory. Rated 3.0★ across 7 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningOakland, CA
Financial Planning in Oakland, California offering financial planning, and advisory. Rated 2.9★ across 94 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningOakland, CA
Financial Planning in Oakland, California offering advisory. Rated 2.8★ across 8 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningOakland, CA
Financial Planning in Oakland, California offering financial planning, and advisory. Rated 2.7★ across 63 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningOakland, CA
Financial Planning in Oakland, California offering financial planning, and advisory. Rated 2.5★ across 28 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningOakland, CA
Financial Planning in Oakland, California offering financial planning, and advisory. Rated 2.4★ across 88 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningOakland, CA
Financial Planning in Oakland, California offering financial planning, and advisory. Rated 2.3★ across 22 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningOakland, CA
Financial Planning in Oakland, California offering financial planning, and advisory. Rated 2.2★ across 62 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningOakland, CA
Financial Planning in Oakland, California offering advisory. Rated 2.2★ across 19 Google reviews.
BO
Bank of America (with Drive-thru ATM)✓ Verified
Financial PlanningOakland, CA
Financial Planning in Oakland, California offering financial planning, and advisory. Rated 2.1★ across 58 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningOakland, CA
Financial Planning in Oakland, California offering financial planning, and advisory. Rated 1.7★ across 31 Google reviews.
Top financial planners in Oakland
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | LampPost Planning✓ | Financial Planning | ★ 5.0 | 30 |
| 2 | Modern Family Finance✓ | Financial Planning | ★ 5.0 | 22 |
| 3 | Wendy Landeros - Residential Home Mortgage Loan Lender & Commercial Loan Expert - NMLS #1945913✓ | Financial Planning | ★ 5.0 | 16 |
| 4 | Modern Financial Planning✓ | Financial Planning | ★ 4.9 | 16 |
| 5 | Lula Financial✓ | Financial Planning | ★ 4.2 | 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.