{"id":17831,"date":"2025-05-10T05:31:13","date_gmt":"2025-05-10T05:31:13","guid":{"rendered":"https:\/\/pillarwm.com\/investment-firms\/?page_id=17831"},"modified":"2025-05-12T12:51:00","modified_gmt":"2025-05-12T12:51:00","slug":"oakland-to-consider","status":"publish","type":"page","link":"https:\/\/pillarwm.com\/investment-firms\/oakland-to-consider\/","title":{"rendered":"Investment Firms in Oakland To Consider"},"content":{"rendered":"\n<div class=\"gb-element-b5b2d16e\">\n<div><!-- HFCM by 99 Robots - Snippet # 4: Dynamic TOC -->\n<div class=\"toc-sidebar\" id=\"toc\">\r\n  <div class=\"toc-title\" onclick=\"toggleTOC()\">\r\n    Table of Content\r\n    <span class=\"toc-toggle-icon\">\u25bc<\/span>\r\n  <\/div>\r\n  <nav class=\"toc-nav\" id=\"toc-nav\"><\/nav>\r\n<\/div>\r\n\r\n\r\n<style>\r\n\/* TOC Sidebar *\/\r\n.toc-sidebar {\r\n  position: sticky;\r\n  top: 100px;\r\n  background: #fff;\r\n  border-left: 4px solid #0073aa;\r\n  padding: 15px;\r\n  font-family: 'Segoe UI', sans-serif;\r\n  font-size: 14px;\r\n  border-radius: 8px;\r\n  box-shadow: 0 2px 10px rgba(0, 0, 0, 0.08);\r\n  max-height: 80vh;\r\n  overflow-y: auto;\r\n  transition: all 0.3s ease;\r\n}\r\n.toc-sidebar {\r\n  position: sticky;\r\n  top: 100px; \/* Distance from top of viewport *\/\r\n  background: #fff;\r\n  border-left: 4px solid #0073aa;\r\n  padding: 15px;\r\n  font-family: 'Segoe UI', sans-serif;\r\n  font-size: 14px;\r\n  border-radius: 8px;\r\n  box-shadow: 0 2px 10px rgba(0, 0, 0, 0.08);\r\n  max-height: calc(100vh - 120px);\r\n  overflow-y: auto;\r\n  transition: all 0.3s ease;\r\n}\r\n\r\n\/* TOC title *\/\r\n.toc-title {\r\n  font-weight: bold;\r\n  font-size: 16px;\r\n  margin-bottom: 10px;\r\n  display: flex;\r\n  justify-content: space-between;\r\n  align-items: center;\r\n  cursor: pointer;\r\n}\r\n\r\n\/* Toggle icon *\/\r\n.toc-toggle-icon {\r\n  font-size: 14px;\r\n  transition: transform 0.3s ease;\r\n}\r\n\r\n.toc-collapsed .toc-toggle-icon {\r\n  transform: rotate(-90deg);\r\n}\r\n\r\n\/* Collapse behavior *\/\r\n.toc-collapsed #toc-nav {\r\n  max-height: 0;\r\n  opacity: 0;\r\n  overflow: hidden;\r\n  transition: max-height 0.3s ease, opacity 0.3s ease;\r\n}\r\n\r\n#toc-nav {\r\n  max-height: 1000px;\r\n  transition: max-height 0.3s ease, opacity 0.3s ease;\r\n}\r\n\r\n\/* TOC links *\/\r\n.toc-nav a {\r\n  display: block;\r\n  margin-bottom: 6px;\r\n  color: #333;\r\n  text-decoration: none;\r\n  padding-left: 0;\r\n  transition: all 0.2s ease;\r\n}\r\n\r\n.toc-nav a:hover {\r\n  color: #0073aa;\r\n  padding-left: 5px;\r\n}\r\n\r\n\/* Indented H3 links *\/\r\n.toc-nav a.toc-h3 {\r\n  padding-left: 15px;\r\n  font-size: 13px;\r\n}\r\n\r\n\/* Hide on mobile *\/\r\n@media screen and (max-width: 768px) {\r\n  .toc-sidebar {\r\n    display: none;\r\n  }\r\n}\r\n<\/style>\r\n\r\n\n<!-- \/end HFCM by 99 Robots -->\n\n<\/div>\n\n\n\n<div>\n<figure class=\"wp-block-image size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"739\" src=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/image-19-1024x739.jpeg\" alt=\"Investment Firms in Oakland To Consider\" class=\"wp-image-46154\" srcset=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/image-19-1024x739.jpeg 1024w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/image-19-768x554.jpeg 768w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/image-19-600x433.jpeg 600w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/image-19.jpeg 1600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>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\u2019s dynamic market.<\/p>\n\n\n\n<p>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\u2019s unique economic landscape.<\/p>\n\n\n\n<p><br>1. Focused Finances LLC<\/p>\n\n\n\n<p>2. Just Invest<\/p>\n\n\n\n<p>3. P F Wealth Management Group<\/p>\n\n\n\n<p>4. Dollins Investment advisors<\/p>\n\n\n\n<p>5. The Entrust Group<\/p>\n\n\n\n<p>6. Infinity Financial Services<\/p>\n\n\n\n<p>7. DHR Investment Counsel<\/p>\n\n\n\n<p>8. Liberty Group LLC<\/p>\n\n\n\n<p>9. Global Investment Co<\/p>\n\n\n\n<p>10. Adam Koren Financial Coaching<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Focused Finances LLC<\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXcx9HVnBLowDEFpb1BWqYD58jFIbx1p4X0Qz_uc1YZLm0-VIYa0rvXWebTVzpmDykinegstv7ifCHHAFm3LDsbyCz8qaWONo1KS_-bjexMM-ly5AadkYLjBpkbXJQTjPu-xT1cEKw.png\" alt=\"\" class=\"wp-image-46163\" srcset=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXcx9HVnBLowDEFpb1BWqYD58jFIbx1p4X0Qz_uc1YZLm0-VIYa0rvXWebTVzpmDykinegstv7ifCHHAFm3LDsbyCz8qaWONo1KS_-bjexMM-ly5AadkYLjBpkbXJQTjPu-xT1cEKw.png 712w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXcx9HVnBLowDEFpb1BWqYD58jFIbx1p4X0Qz_uc1YZLm0-VIYa0rvXWebTVzpmDykinegstv7ifCHHAFm3LDsbyCz8qaWONo1KS_-bjexMM-ly5AadkYLjBpkbXJQTjPu-xT1cEKw-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>Focused Finances, LLC is a fee-only financial planning and investment advisory firm based in Oakland, California. Founded by Patricia Jennerjohn, CFP\u00ae, 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&#8217;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.<\/p>\n\n\n\n<p>Address: 1300 Clay St, Oakland, CA 94612<\/p>\n\n\n\n<p>Phone: 18777467914<\/p>\n\n\n\n<p>Email: melinda@focusedfinances.com<\/p>\n\n\n\n<p>Website: http:\/\/www.focusedfinances.com\/<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Just Invest<\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXeQH4FK_9L_pVNtGS-cxC3w9UW5lqz9MBBgLgfkwPVsDgm3RBIUzAOGqxQaUBnVPbMKVk-Vt2TUqed3PBT-F9jkqJXx43lG2TgAd_AcfHlSljje_vSaGUQBUedqYAxUsCoSBi7Eaw.png\" alt=\"\" class=\"wp-image-46158\" srcset=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXeQH4FK_9L_pVNtGS-cxC3w9UW5lqz9MBBgLgfkwPVsDgm3RBIUzAOGqxQaUBnVPbMKVk-Vt2TUqed3PBT-F9jkqJXx43lG2TgAd_AcfHlSljje_vSaGUQBUedqYAxUsCoSBi7Eaw.png 712w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXeQH4FK_9L_pVNtGS-cxC3w9UW5lqz9MBBgLgfkwPVsDgm3RBIUzAOGqxQaUBnVPbMKVk-Vt2TUqed3PBT-F9jkqJXx43lG2TgAd_AcfHlSljje_vSaGUQBUedqYAxUsCoSBi7Eaw-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>\u200bVanguard 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.<\/p>\n\n\n\n<p>Address: 344 Thomas L Berkley Way, Oakland, CA 94612<\/p>\n\n\n\n<p>Phone: 18721364807<\/p>\n\n\n\n<p>Email: info@justinvest.com<\/p>\n\n\n\n<p>Website: https:\/\/www.justinvest.com\/<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">P F Wealth Management Group<\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXfQBzDgM4MkZzWTu82sCtATfbKbttlvUc-zU3KssyAxwVLFEUbBGnRGt5Bo_fl9xUZypcn9J6QnwIT3F0VpruREiyDGBW8dCSybzI3N2flGtFFqMXSzdyqSdNkVHn6AOhUq3mpwqQ.png\" alt=\"\" class=\"wp-image-46159\" srcset=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXfQBzDgM4MkZzWTu82sCtATfbKbttlvUc-zU3KssyAxwVLFEUbBGnRGt5Bo_fl9xUZypcn9J6QnwIT3F0VpruREiyDGBW8dCSybzI3N2flGtFFqMXSzdyqSdNkVHn6AOhUq3mpwqQ.png 712w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXfQBzDgM4MkZzWTu82sCtATfbKbttlvUc-zU3KssyAxwVLFEUbBGnRGt5Bo_fl9xUZypcn9J6QnwIT3F0VpruREiyDGBW8dCSybzI3N2flGtFFqMXSzdyqSdNkVHn6AOhUq3mpwqQ-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>\u200bPF Wealth Management Group is an independent, fee-only financial advisory firm with offices in Oakland, Houston, and Philadelphia. Founded in 2006 by Frank Par\u00e9, CFP\u00ae, CAP\u00ae, ChSNC\u00ae, the firm specializes in Values-Based Financial Planning\u2122, aligning clients&#8217; financial strategies with their personal values and life goals.<\/p>\n\n\n\n<p>Address: 1970 Broadway Suite 525, Oakland, CA 94612<\/p>\n\n\n\n<p>Phone: 18007505764<\/p>\n\n\n\n<p>Email: info@pfwealthgroup.com<\/p>\n\n\n\n<p>Website: http:\/\/www.pfwealthmanagement.com\/<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Dollins Investment advisors<\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXc0KdSG900HEiDjiiBDsdkEvqSHb95w_MS_K3t7GHPiItmGOr_Ckx46XHNETDLidm9poLCpDb5plxvzTYkbzoHm4_M9XhYyXklru88yXrYqQ9Y6tPycNBfWs7GGS0A_v8QON7R6cw.png\" alt=\"\" class=\"wp-image-46155\" srcset=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXc0KdSG900HEiDjiiBDsdkEvqSHb95w_MS_K3t7GHPiItmGOr_Ckx46XHNETDLidm9poLCpDb5plxvzTYkbzoHm4_M9XhYyXklru88yXrYqQ9Y6tPycNBfWs7GGS0A_v8QON7R6cw.png 712w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXc0KdSG900HEiDjiiBDsdkEvqSHb95w_MS_K3t7GHPiItmGOr_Ckx46XHNETDLidm9poLCpDb5plxvzTYkbzoHm4_M9XhYyXklru88yXrYqQ9Y6tPycNBfWs7GGS0A_v8QON7R6cw-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>\u200bDollins 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.<\/p>\n\n\n\n<p>Address: 836 81st Ave, Oakland, CA 94621<\/p>\n\n\n\n<p>Phone: 16504959859<\/p>\n\n\n\n<p>Email: invest@dollinsinvesting.com<\/p>\n\n\n\n<p>Website: https:\/\/www.dollinsinvesting.com\/<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">The Entrust Group<\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXcMlMk4VZbBxPvNYRpamxeNdIa2KSRB2u_yXSvi0qBxM06zVfzDDqeXKA94EmXtcWwG8E_UnewrjMCuNZTEdV9lKHBH5RLf0w-vPfAOAyAYuV7snVoQiQS30Y4vp1BV55E92lYaIQ.png\" alt=\"\" class=\"wp-image-46164\" srcset=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXcMlMk4VZbBxPvNYRpamxeNdIa2KSRB2u_yXSvi0qBxM06zVfzDDqeXKA94EmXtcWwG8E_UnewrjMCuNZTEdV9lKHBH5RLf0w-vPfAOAyAYuV7snVoQiQS30Y4vp1BV55E92lYaIQ.png 712w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXcMlMk4VZbBxPvNYRpamxeNdIa2KSRB2u_yXSvi0qBxM06zVfzDDqeXKA94EmXtcWwG8E_UnewrjMCuNZTEdV9lKHBH5RLf0w-vPfAOAyAYuV7snVoQiQS30Y4vp1BV55E92lYaIQ-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>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.<\/p>\n\n\n\n<p>Address: 555 12th St Ste 900, Oakland, CA 94607<\/p>\n\n\n\n<p>Phone: 18003929653<\/p>\n\n\n\n<p>Email: tunkel@theentrustgroup.com<\/p>\n\n\n\n<p>Website: http:\/\/www.theentrustgroup.com<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Infinity Financial Services<\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXdQwaNuz_aPUKI8rI3bzbX0XHiqpKZ48ZFU5Fm7YFMUa1ZfJTd6CEQKK-wVHAJl_g2EuTnkyJp8TB7vVW4wUOFb-gnZSRNWUGNZSa51Pzgn0k7_k4i4yxj4fZlHNOIHeNGDR8j0A.png\" alt=\"\" class=\"wp-image-46157\" srcset=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXdQwaNuz_aPUKI8rI3bzbX0XHiqpKZ48ZFU5Fm7YFMUa1ZfJTd6CEQKK-wVHAJl_g2EuTnkyJp8TB7vVW4wUOFb-gnZSRNWUGNZSa51Pzgn0k7_k4i4yxj4fZlHNOIHeNGDR8j0A.png 712w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXdQwaNuz_aPUKI8rI3bzbX0XHiqpKZ48ZFU5Fm7YFMUa1ZfJTd6CEQKK-wVHAJl_g2EuTnkyJp8TB7vVW4wUOFb-gnZSRNWUGNZSa51Pzgn0k7_k4i4yxj4fZlHNOIHeNGDR8j0A-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>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\u00ae, the firm is dedicated to empowering independent financial advisors through advanced technology, comprehensive support, and flexible affiliation models.<\/p>\n\n\n\n<p>Address: 212 9th St STE 202, Oakland, CA 94607<\/p>\n\n\n\n<p>Phone: 15105888000<\/p>\n\n\n\n<p>Email: mmckean@8financial.com<\/p>\n\n\n\n<p>Website: http:\/\/www.infinitysecurities.com\/<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">DHR Investment Counsel<\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXe0uN2LeBlgWb772GqS_C2BpRXXsXebiPO2c0BiLVV1Uz0hWltdBMiecTcC4xFa4u30npmlmOnfwzNgsmVtCicizdeXMGTVx9vyLYSBvBuzWV0nvB_mi6byr93cSKNGOducKm2Rdw.png\" alt=\"\" class=\"wp-image-46156\" srcset=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXe0uN2LeBlgWb772GqS_C2BpRXXsXebiPO2c0BiLVV1Uz0hWltdBMiecTcC4xFa4u30npmlmOnfwzNgsmVtCicizdeXMGTVx9vyLYSBvBuzWV0nvB_mi6byr93cSKNGOducKm2Rdw.png 712w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXe0uN2LeBlgWb772GqS_C2BpRXXsXebiPO2c0BiLVV1Uz0hWltdBMiecTcC4xFa4u30npmlmOnfwzNgsmVtCicizdeXMGTVx9vyLYSBvBuzWV0nvB_mi6byr93cSKNGOducKm2Rdw-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>\u200bDHR 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.<\/p>\n\n\n\n<p>Address: 5435 College Ave, Oakland, CA 94618<\/p>\n\n\n\n<p>Phone: 15105962580<\/p>\n\n\n\n<p>Email: ken@dhrcounsel.com<\/p>\n\n\n\n<p>Website: http:\/\/www.dhrcounsel.com<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Liberty Group LLC<\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXdIzZ9ga9nDolkmiDgZEox5Hwh3C2xbOe-TnBaPqcWnwLwLdc5OfSIdcqoyehMVCnofZK26YYzbG7RDtLneifXp2g8sQwAkdBt4M0ZKKA7l9pfmVHmwDjMDusPj5KVK0Shgot0VyA.png\" alt=\"\" class=\"wp-image-46162\" srcset=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXdIzZ9ga9nDolkmiDgZEox5Hwh3C2xbOe-TnBaPqcWnwLwLdc5OfSIdcqoyehMVCnofZK26YYzbG7RDtLneifXp2g8sQwAkdBt4M0ZKKA7l9pfmVHmwDjMDusPj5KVK0Shgot0VyA.png 712w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXdIzZ9ga9nDolkmiDgZEox5Hwh3C2xbOe-TnBaPqcWnwLwLdc5OfSIdcqoyehMVCnofZK26YYzbG7RDtLneifXp2g8sQwAkdBt4M0ZKKA7l9pfmVHmwDjMDusPj5KVK0Shgot0VyA-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>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.<\/p>\n\n\n\n<p>Address: 411 30th St Second Floor, Oakland, CA 94609<\/p>\n\n\n\n<p>Phone: 15106581880<\/p>\n\n\n\n<p>Email: stan@libertygroupllc.com<\/p>\n\n\n\n<p>Website: https:\/\/libertygroupllc.com\/<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Global Investment Co<\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXejYE8kIvxUDx5fKK9hk_xEbmBIbkllWrd0CzBOY1V2_rUoR-4s_DYsbbQFCZYHwMxd32eDWidOWU3tbbRhF3Wm8fKiS46qal9s5KgANpkL3kvnmJ7HcusjJjvFHjtT1jsWjG-j.png\" alt=\"\" class=\"wp-image-46160\" srcset=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXejYE8kIvxUDx5fKK9hk_xEbmBIbkllWrd0CzBOY1V2_rUoR-4s_DYsbbQFCZYHwMxd32eDWidOWU3tbbRhF3Wm8fKiS46qal9s5KgANpkL3kvnmJ7HcusjJjvFHjtT1jsWjG-j.png 712w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXejYE8kIvxUDx5fKK9hk_xEbmBIbkllWrd0CzBOY1V2_rUoR-4s_DYsbbQFCZYHwMxd32eDWidOWU3tbbRhF3Wm8fKiS46qal9s5KgANpkL3kvnmJ7HcusjJjvFHjtT1jsWjG-j-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>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.<\/p>\n\n\n\n<p>Address: 300 Frank H. Ogawa Plaza STE 253, Oakland, CA 94612<\/p>\n\n\n\n<p>Phone: 15108328303<\/p>\n\n\n\n<p>Email: cathy@globalinvestmentcompanies.com<\/p>\n\n\n\n<p>Website: http:\/\/www.globalinvestmentcompanies.com\/<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Adam Koren Financial Coaching<\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXdZpQwJhSYVUsF1Rq3Q_AYH3MAJJz7U6OriQsVS9MthLXbcyljKrZgidWpyqlBqTadPUNCWu08uzZhVUMPZI7VIfzVWfdrp164UslaCEXOgaReqq78w4Z_opwamBxxKcDEaxgGOTQ.png\" alt=\"\" class=\"wp-image-46161\" srcset=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXdZpQwJhSYVUsF1Rq3Q_AYH3MAJJz7U6OriQsVS9MthLXbcyljKrZgidWpyqlBqTadPUNCWu08uzZhVUMPZI7VIfzVWfdrp164UslaCEXOgaReqq78w4Z_opwamBxxKcDEaxgGOTQ.png 712w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXdZpQwJhSYVUsF1Rq3Q_AYH3MAJJz7U6OriQsVS9MthLXbcyljKrZgidWpyqlBqTadPUNCWu08uzZhVUMPZI7VIfzVWfdrp164UslaCEXOgaReqq78w4Z_opwamBxxKcDEaxgGOTQ-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>\u200bAdam 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.\u200b<\/p>\n\n\n\n<p>Address: 2940 Summit Street, Oakland, CA 94609<\/p>\n\n\n\n<p>Phone: 15417781812<\/p>\n\n\n\n<p>Email: adam@adamkoren.com<\/p>\n\n\n\n<p>Website: http:\/\/www.adamkoren.com<\/p>\n\n\n<!-- HFCM by 99 Robots - Snippet # 1: Awards Layout -->\n<div id=\"badge\" class=\"badge_section\">\r\n<span class=\"badge_heading\"><b>Is your business featured in this article?<\/b><\/span>\r\n<p class=\"badge_text\">Showcase your recognition by adding our award badge to your website! 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