Selecting the right investment firm is a crucial step toward achieving long-term financial security. Whether your goals include portfolio diversification, retirement planning, or exploring new growth opportunities, partnering with a knowledgeable and reliable financial advisor can provide clarity and confidence in today’s dynamic market.
For individuals and businesses in Oakland, the firms featured below are known for offering tailored financial strategies, upholding fiduciary responsibility, and delivering insights rooted in a deep understanding of the Bay Area’s unique economic landscape.
1. Focused Finances LLC
2. Just Invest
3. P F Wealth Management Group
4. Dollins Investment advisors
5. The Entrust Group
6. Infinity Financial Services
7. DHR Investment Counsel
8. Liberty Group LLC
9. Global Investment Co
10. Adam Koren Financial Coaching
Focused Finances LLC
Focused Finances, LLC is a fee-only financial planning and investment advisory firm based in Oakland, California. Founded by Patricia Jennerjohn, CFP®, MBA, in 1994 and transitioned to an LLC in 2004, the firm specializes in providing personalized financial planning and investment management services tailored to individual client needs. Focused Finances emphasizes a collaborative approach, aiming to inspire financial confidence by helping clients understand and achieve their financial goals. The firm’s services include comprehensive financial planning, financial reviews, hourly consultations, and investment management, all delivered with a commitment to fiduciary responsibility and transparency. By focusing on long-term strategies and disciplined investment processes, Focused Finances assists clients in navigating their financial journeys with clarity and confidence.
Address: 1300 Clay St, Oakland, CA 94612
Phone: 18777467914
Email: [email protected]
Website: http://www.focusedfinances.com/
Just Invest
Vanguard Personalized Indexing (VPI) is a direct indexing solution designed to offer clients enhanced tax efficiency and portfolio customization. By enabling direct ownership of individual securities within a separately managed account (SMA), VPI provides opportunities for tax-loss harvesting and personalized investment strategies.
Address: 344 Thomas L Berkley Way, Oakland, CA 94612
Phone: 18721364807
Email: [email protected]
Website: https://www.justinvest.com/
P F Wealth Management Group
PF Wealth Management Group is an independent, fee-only financial advisory firm with offices in Oakland, Houston, and Philadelphia. Founded in 2006 by Frank Paré, CFP®, CAP®, ChSNC®, the firm specializes in Values-Based Financial Planning™, aligning clients’ financial strategies with their personal values and life goals.
Address: 1970 Broadway Suite 525, Oakland, CA 94612
Phone: 18007505764
Email: [email protected]
Website: http://www.pfwealthmanagement.com/
Dollins Investment advisors
Dollins Investment Advisors, LLC is a privately held, owner-managed investment advisory firm based in Fremont, California. Founded in 2004 by Steven Charles Dollins, the firm specializes in managing portfolios of common stocks for individuals aiming to maximize long-term capital gains through aggressive growth stock investments.
Address: 836 81st Ave, Oakland, CA 94621
Phone: 16504959859
Email: [email protected]
Website: https://www.dollinsinvesting.com/
The Entrust Group
The Entrust Group is a leading provider of self-directed IRA (SDIRA) administration services, enabling investors to diversify their retirement portfolios by investing in alternative assets beyond traditional stocks and bonds. With over 40 years of experience, Entrust has empowered more than 45,000 investors and currently manages over $5 billion in assets under administration.
Address: 555 12th St Ste 900, Oakland, CA 94607
Phone: 18003929653
Email: [email protected]
Website: http://www.theentrustgroup.com
Infinity Financial Services
Infinity Financial Services is a national hybrid broker-dealer and registered investment advisory (RIA) firm headquartered in Oakland, California, with branch offices across the United States. Established in 2007 by Gregory B. Gilbert, CFP®, the firm is dedicated to empowering independent financial advisors through advanced technology, comprehensive support, and flexible affiliation models.
Address: 212 9th St STE 202, Oakland, CA 94607
Phone: 15105888000
Email: [email protected]
Website: http://www.infinitysecurities.com/
DHR Investment Counsel
DHR Investment Counsel, Ltd. is a privately held, Registered Investment Advisor (RIA) based in Oakland, California. Founded in 1987, the firm specializes in providing personalized investment management and financial counseling services to individuals, families, and institutions.
Address: 5435 College Ave, Oakland, CA 94618
Phone: 15105962580
Email: [email protected]
Website: http://www.dhrcounsel.com
Liberty Group LLC
Liberty Group, LLC is a California-based financial services firm founded in 1999 by David Hollander, a seasoned elder law attorney and financial advisor. With offices in Oakland, Larkspur, and Newport Beach, Liberty Group specializes in providing comprehensive wealth management, tax planning, estate law, and retirement strategies to individuals, families, and professionals.
Address: 411 30th St Second Floor, Oakland, CA 94609
Phone: 15106581880
Email: [email protected]
Website: https://libertygroupllc.com/
Global Investment Co
Global Investment Company (GIC) is a minority- and woman-owned financial services firm based in Oakland, California, with over 40 years of experience. Founded in 1984, GIC specializes in providing comprehensive financial solutions to individuals, businesses, government agencies, and non-profit organizations. The firm is committed to promoting equitable financial literacy and impact investing worldwide.
Address: 300 Frank H. Ogawa Plaza STE 253, Oakland, CA 94612
Phone: 15108328303
Email: [email protected]
Website: http://www.globalinvestmentcompanies.com/
Adam Koren Financial Coaching
Adam Koren Coaching offers personalized financial and productivity coaching aimed at helping individuals overcome stress, shame, and overwhelm related to money and time management. With over 20 years of experience, Adam Koren specializes in guiding clients toward financial confidence and life balance through a compassionate, judgment-free approach.
Address: 2940 Summit Street, Oakland, CA 94609
Phone: 15417781812
Email: [email protected]
Website: http://www.adamkoren.com
Showcase your recognition by adding our award badge to your website! Simply copy the code below and embed it on your site to highlight your achievement.
