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      Financial Planners in Berkeley, CA

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      SuperPagesSM - helps you find the right local businesses to meet your specific needs. Search results are sorted by a combination of factors to give you a set of choices in response to your search criteria. These factors are similar to those you might use to determine which business to select from a local SuperPages directory, including proximity to where you are searching, expertise in the specific services or products you need, and comprehensive business information to help evaluate a business's suitability for you. SuperPages advertisers receive higher placement in the default ordering of search results and may appear in sponsored listings on the top, side, or bottom of the search results page.

      1. Fidelity Investments

      Fidelity Investments
      800-225-6447Call NowVisit Website
      Directions
      Financial PlannersInvestmentsMutual Funds

      1995 University Ave Ste 120, Berkeley, CA 94704

      CLOSED NOW:8:30 am - 5:00 pm

      From Business: Visit a Fidelity Investor Center for a variety of financial planning, wealth management, retirement, investment, and brokerage services. Schedule a complimentary planning…

      YP
      61 Years
      in Business

      2. Charles Schwab

      Charles Schwab
      510-665-4646Call NowVisit Website
      Directions
      Financial PlannersInvestmentsFinancial Planning Consultants

      1995 University Ave, Berkeley, CA 94704

      CLOSED NOW:8:30 am - 5:00 pm

      From Business: The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary,…

      YP
      37 Years
      in Business

      3. EP Wealth Advisors

      EP Wealth Advisors
      510-848-0012Call NowVisit Website
      Directions
      Financial Planners

      2150 Shattuck Ave Ste 700, Berkeley, CA 94704

      CLOSED NOW:9:00 am - 5:00 pm

      From Business: Financial planner in Berkeley, California Once your investments reach 500,000, the way you manage your portfolio needs to evolve Work with an EP Wealth Advisor who knows you…

      4. U.S. Bank

      U.S. Bank
      510-339-5914Call NowVisit Website
      Directions
      Financial PlannersFinancing ConsultantsBanks

      2479 Shattuck Ave, Berkeley, CA 94704

      CLOSED NOW:Closed

      From Business: Our wealth management bankers go beyond traditional banking services and offer customized cash management and financing products for individuals and families. Specialty…

      8. Steven Marquard Investment Advisor

      Steven Marquard Investment Advisor
      510-316-7225Call NowVisit Website
      Directions
      Financial PlannersInvestment Advisory ServiceInvestments

      2732 Haste St Apt 32, Berkeley, CA 94704

      CLOSED NOW:9:00 am - 5:00 pm

      From Business: Hello. I am Investment Advisor, Steven Marquard. I have a BS in Chemical Engineering (University of Washington) and an MBA in Applied Economics (University of California). I…

      YP
      11 Years
      in Business

      9. Patelco Credit Union Berkeley

      Patelco Credit Union Berkeley
      800-358-8228Call NowVisit Website
      Directions
      Financial PlannersCredit UnionsCredit Card Companies

      2033 Kala Bagai Way, Berkeley, CA 94704

      CLOSED NOW:Closed

      From Business: Patelco Credit Union is a not-for-profit credit union committed to serving the financial health and well-being of its membership. With more than $9 billion in assets, Patelco…

      YP
      90 Years
      in Business

      10. Morgan Stanley Wealth Management

      Morgan Stanley Wealth Management
      510-644-4400Call NowVisit Website
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      Financial PlannersInvestmentsFinancial Planning Consultants

      1995 University Ave Ste 500, Berkeley, CA 94704

      CLOSED NOW:9:00 am - 5:00 pm
      YP
      214 Years
      in Business

      12. Vitucci Integrated Planning

      Vitucci Integrated Planning
      510-526-2220Call NowVisit Website
      Directions
      Financial PlannersFinancial ServicesFinancial Planning Consultants

      303 Arlington Ave Suite B3, Berkeley, CA 94707

      CLOSED NOW:8:00 am - 6:00 pm
      YP
      18 Years
      in Business

      13. Mariner

      Mariner
      415-926-7200Call NowVisit Website
      Directions
      Financial PlannersFinancial Planning ConsultantsInvestment Advisory Service

      6425 Christie Ave Ste 290, Emeryville, CA 94608

      CLOSED NOW:Closed

      From Business: Access to a wealth of knowledge and solutions.

      14. Transformative Wealth Management

      Transformative Wealth Management
      510-524-5500Call NowVisit Website
      Directions
      Financial PlannersFinancial Planning Consultants

      6317 Fairmount Ave, El Cerrito, CA 94530

      CLOSED NOW:9:00 am - 5:00 pm

      From Business: We invite you to join us, the community of Socially Responsible Investors, committed to making the world a better place, so we can help you invest for greater impact by…

      YP
      11 Years
      in Business

      15. Joyce Wong - Private Wealth Advisor, Ameriprise Financial Services

      Joyce Wong - Private Wealth Advisor, Ameriprise Financial Services
      510-891-7050Call NowVisit Website
      Directions
      Financial PlannersInvestmentsMutual Funds

      1 Kaiser Plz Ste 455, Oakland, CA 94612

      CLOSED NOW:Closed

      From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

      16. Wen Capital Advisory Group

      Wen Capital Advisory Group
      800-916-9860Call NowVisit Website
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      Financial PlannersFinancing ServicesFinancial Planning Consultants

      11100 San Pablo Ave Ste 210, El Cerrito, CA 94530

      CLOSED NOW:Closed

      From Business: High net worth private client services, Wealth Management, Investment Strategy and Advisory, Business Planning, Retirement Planning, Asset Protection, Tax Strategy, Estate…

      YP
      14 Years
      in Business

      17. Wealth Enhancement Group

      Wealth Enhancement Group
      510-235-1044Call NowVisit Website
      Directions
      Financial PlannersFinancing ConsultantsInvestment Advisory Service

      6333 Potrero Ave Ste 200, El Cerrito, CA 94530

      CLOSED NOW:Closed

      From Business: The El Cerrito, CA team of financial advisors are ready to help guide your financial future. Founded in 1997, Wealth Enhancement Group is a nationwide network of independent…

      20. Edward Jones

      Edward Jones
      510-984-9877Call NowVisit Website
      Directions
      Financial PlannersInvestmentsInvestment Advisory Service

      400 Evelyn Ave, Albany, CA 94706

      CLOSED NOW:9:00 am - 5:00 pm

      From Business: Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing…

      21. Bill Pezick

      Bill Pezick
      510-526-6121Call NowVisit Website
      Directions
      Financial PlannersInvestment ManagementTax Return Preparation

      400 Evelyn Ave Ste 299, Albany, CA 94706

      CLOSED NOW:Closed

      From Business: Financial & Tax Planning For East Bay Families. Bill Pezick would like to plan to make a difference for you. His coordinated financial & tax planning can help you preserve and…

      YP
      51 Years
      in Business

      22. PF Wealth Management Group

      PF Wealth Management Group
      510-986-0598Call NowVisit Website
      Directions
      Financial PlannersInvestment ManagementFinancial Planning Consultants

      1970 Broadway, Oakland, CA 94612

      CLOSED NOW:8:30 am - 4:30 pm

      From Business: We are financial advisors that serve successful and success-minded individuals, families, and businesses. We offer investment management and financial planning solutions for…

      YP
      20 Years
      in Business

      23. Michelle N Pollak - Private Wealth Advisor, Ameriprise Financial Services

      Michelle N Pollak - Private Wealth Advisor, Ameriprise Financial Services
      925-905-9890Call NowVisit Website
      Directions
      Financial PlannersInvestmentsMutual Funds

      25 Orinda Way Ste 205, Orinda, CA 94563

      CLOSED NOW:Closed

      From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

      24. Scott Pollak - Private Wealth Advisor, Ameriprise Financial Services

      Scott Pollak - Private Wealth Advisor, Ameriprise Financial Services
      925-905-9890Call NowVisit Website
      Directions
      Financial PlannersInvestmentsMutual Funds

      25 Orinda Way Ste 205, Orinda, CA 94563

      CLOSED NOW:Closed

      From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

      25. Wealth Enhancement Group

      Wealth Enhancement Group
      415-989-0100Call NowVisit Website
      Directions
      Financial PlannersFinancing ConsultantsInvestment Advisory Service

      1999 Harrison St Ste 1530, Oakland, CA 94612

      CLOSED NOW:Closed

      From Business: The Oakland CA team of financial advisors are ready to help guide your financial future. Founded in 1997, Wealth Enhancement Group is a nationwide network of independent…

      26. Wells Fargo Advisors

      Wells Fargo Advisors
      510-251-8240Call NowVisit Website
      Directions
      Financial PlannersFinancial ServicesInvestments

      1999 Harrison St Ste 2050, Oakland, CA 94612

      From Business: A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and…

      27. Marin Wealth Advisors LLC

      Marin Wealth Advisors LLC
      510-217-8100Call NowVisit Website
      Directions
      Financial PlannersInvestment Advisory Service

      1901 Harrison St., Suite 1100,, Oakland, CA 94612

      CLOSED NOW:Closed

      From Business: Expert Financial Planning and Investment Management for Individuals, Families and Businesses. Please contact us for help with Your Company Stock Plan, Retirement Planning,…

      YP
      7 Years
      in Business

      28. Corebridge Financial

      Corebridge Financial
      888-280-1243Call NowVisit Website
      Directions
      Financial PlannersInvestment Advisory Service

      1901 Harrison St, Oakland, CA 94612

      From Business: Corebridge Financial is one of the largest and most established providers of retirement solutions and insurance products in the United States, with a long and proven track…

      29. Wealth Management Associate - U.S. Bancorp Investments: Arunesh Singh

      Wealth Management Associate - U.S. Bancorp Investments: Arunesh Singh
      510-339-5906Call NowVisit Website
      Directions
      Financial PlannersFinancing Consultants

      1998 Mountain Blvd, Oakland, CA 94611

      CLOSED NOW:Closed

      From Business: Our wealth management associates want to make managing your finances as easy as possible for you. Your financial associate will work with your Wealth Management Advisor and…

      30. Wealth Enhancement Group

      Wealth Enhancement Group
      510-339-3933Call NowVisit Website
      Directions
      Financial PlannersFinancing ConsultantsInvestment Advisory Service

      6201 Medau Pl Ste 101, Oakland, CA 94611

      CLOSED NOW:Closed

      From Business: The Oakland CA team of financial advisors are ready to help guide your financial future. Founded in 1997, Wealth Enhancement Group is a nationwide network of independent…

      We found 325 results for Financial Planners in or near Berkeley, CA.They also appear in other related business categories including Financial Services, Financial Planning Consultants, and Investment Advisory Service. 4 of the rated businesses have 4+ star ratings.


      The businesses listed also serve surrounding cities and neighborhoods including Northeast San Francisco, Financial District, and Downtown Walnut Creek. These businesses offer their services in one-or-more of the following languages: and Spanish.