Financial Advisors in Moraga, California (Contra Costa County)

Jackie Kleinman, CFP

Debra Wetherby, BA, CFA, CFP, CPA, MBA
Wetherby Asset Management provides sophisticated investment advice and comprehensive wealth planning for high net worth families, individuals and institutions. As an independent advisory firm we offer objective, unbiased and thoughtful financial counsel centered on each client's unique needs and priorities.... See More

Lexi Olian, CFP

Russell Kroeger, CFP

Michelle Fait, CFP, EA, MBA
LIFE IS BETTER WITH THE RIGHT PARTNER
Satori Financial LLC works with clients who want a partner to help them organize, simplify, and manage their financial lives in today's chaotic world.
Satori focuses on the planning needs of clients who are single, by choice or by chance, particularly those beginning again after divorce, and working professionals who want to outsource help with their financial life.
In addition to the traditional investment management and retirement planning, Satori offers - Active TAX PLANNING and advice by a credentialed professional to help you make tax-intelligent decisions, and representation before the IRS if needed - ASSET PROTECTION analysis to ensure you retain your assets if you are considering marriage or cohabitation - Coordination of your RISK MANAGEMENT program to close gaps in insurance coverage and preserve what you've acquired - VALUES-BASED PLANNING and a discovery process focused on what you want out of life, developing a financial strategy that supports your personal as well as financial goals
Michelle Fait is a Certified Financial Planner practitioner (CFP®) with expertise in investments and tax. She holds an MBA in Finance from Yale University and a bachelor's degree in Economics from U.C. Berkeley. She is also an Enrolled Agent (EA), allowing her to represent clients before the IRS, and a Certified Divorce Financial Analyst (CDFA), trained in financial and tax matters related to divorce and marriage.
You don't have to do this alone. Contact us to see how we can help.
Very truly yours,
Michelle A. Fait, President... See More

Milo Benningfield, CFP, JD
Benningfield Financial Advisors is an independent, fee-only financial advisory firm based in San Francisco. We help individuals and families develop an inspiring vision of their financial future and a realistic strategy to achieve it.
Combining investment mangement with broad financial planning, we simplify our clients' lives, protect their resources, and help them stay on track to realize their most important personal goals.... See More

Troy Thompson, CFP, JD
Thompson Advisory Services is a fee-only, comprehensive financial service firm with offices in San Francisco and Portland. We provide complete, integrated financial advice to professionals and entrepreneurs in all stages of life-tax planning and preparation, stock options, investment strategies, insurance, estate planning, college and retirement planning, goal setting, budgeting, and more. I help my clients transform their lives by gaining control over their finances.... See More

Fee-only comprehensive financial advice for new parents and growing families.

Sierra Pacific Financial Advisors (SPFA) is an independent fee-only financial planning, investment and wealth management firm serving for individuals, families, and corporate clients. Our highly professional team provides objective and integrated financial plans that efficiently utilize your financial resources to achieve your life goals. Our ongoing wealth management services coordinate every aspect of your financial life and free your time to focus on the most important endeavors that you pursue. The unbundled corporate retirement solutions that we offer together with our strategic alliances give business owners and their employees the freedom, flexibility and control in their retirement planning.
Your individual goals and financial success drive our planning process and foster our commitment to serve you always with your best interests in mind. At Sierra Pacific Financial Advisors, we encourage your dreams, believe in your future, and help you succeed.... See More

There is plethora of options present in the market but our asset based lending software is totally different from other software because it works with sophisticated analysis with apt monitoring tools. You will be able to witness sea change in your working conditions.... See More

Brian Pon, CFP, EA
We believe each journey begins with a plan of what you want your future to look like. Many of our clients are approaching retirement while others have already made the transition.
We offer the following services: Ongoing Investment Management that includes financial planning, retirement coaching, tax planning, Medicare and long-term care consulting Also available - socially conscious investments Financial planning - no minimum net worth or income requirement Specialize in serving the LGBTQ community and non-traditional families
Please call or visit us at www.FinancialConnections.com... See More

Comprehensive fee-only financial planning for new parents and young families.

Charles Malsbury, CFP, MBA
Financial Planning with Sensible Fees
Charles W. Malsbury is a fee-only financial advisor and flat-fee investment manager located near San Francisco, CA. ThinkPlanSave specializes in financial planning, and retirement planning to help clients reach their financial goals. Charles W. Malsbury is a fiduciary financial planner who offers services locally as well as virtually.
We are currently accepting new clients!
Visit our website www.ThinkPlanSave.com to learn more about our flat-fee retainer based pricing for financial planning and investment management without the high costs.
... See More

Celeste Mirassou, CFP
I'm Celeste Mirassou, CFP®, RIA, an independent financial planner. I offer my financial planning and budgeting services on a project or hourly basis - only. I am compensated only by you, so my focus is on your specific needs and budgetary requirements. My loyalty is only to you. I receive no commissions for products.
I am also a Registered Investment Advisor. I provide objective and affordable solutions for investors looking for cost-effective help with investing. I focus on your needs, with no management fees based on "minimum" investable assets.
Everyone has different needs. I have found that's definitely the case when it comes to finances. Some of us wonder how we should invest our money. Others worry about how to save enough money to invest. Some of us are concerned with buying our first home. Others wonder about selling a home when they retire. Still others are wondering if they ever can retire!
No matter what your financial questions may be, I believe the best way to get reliable, practical and objective answers is to work with a financial planner.
The bottom line - no matter what the issue - is that I want to work with you to find a solution. As a problem-solver, it is my business, and my passion, to make a difference and touch lives by giving my clients the tools they need to manage their money with ease.
Sound good? All it takes to get started is a phone call, or an email, or a click on the link above. I look forward to talking to you about your financial goals, issues, and problems. Working together, I know we can get you to where you want to be.... See More

Emilie Goldman, CFA, CFP
Tamarind Financial Planning Financial Freedom for Busy Families
We work exclusively with Bay Area families who want to meet their financial life goals; professionals who realize they no longer have a lifetime to fund their retirement, save for their children's college education, or set aside funds to help care for their aging parents. We know you're busy with parenting, work, and life. We know you've realized it is time to get serious about your financial goals.
We're here to make money matters easier and help you achieve financial serenity with a personal financial plan and customized, personal investment management.
Why should you choose Tamarind Financial Planning?
First, because we live the life you live, that of busy Bay Area professionals and parents, we understand the need for a comprehensive, personal financial plan to achieve financial freedom and to reach your financial life goals. Second, with more than two decades of financial planning and finance coaching experience to draw upon, we possess the skills and expertise to help you make smart financial choices. Third, we've made it our mission in life to help busy families like yours to reach their financial goals, simplify their lives, and achieve the peace of mind and serenity we know is possible for them. We use our experience, training, and expertise to help you achieve your financial goals, giving you confidence you are on the right path to achieve financial freedom. You and your spouse or partner will gain clarity about your family's financial values and priorities. You will learn to make financial decisions with a new-found assurance and ease. When your investments are in order, you'll sleep better and feel better.... See More