Balance Financial Planning, LLC
Business details
- Category
- Financial Services · Financial planner, Financial consultant
- Address
- 5438 Shafter Ave, Oakland, CA 94618
- Phone
- (510) 847-7432
- Website
- balancefp.com
- Neighborhood
- Shafter
- County
- Alameda County
About
Oakland families and professionals in the Shafter area turn to Balance Financial Planning, LLC for personalized financial planning that brings clarity to your long-term goals. We are a financial planning and consulting practice serving clients across Oakland and the wider East Bay.
Our work centers on helping you organize your finances, make informed decisions, and build a plan that reflects what matters most to you. We take the time to understand your situation before recommending any next steps, so your strategy fits your life.
Our approach is thoughtful and transparent, and we aim to make complex financial topics easy to follow.
To learn more about how we can support your goals, visit our website or give us a call to schedule a conversation.
Our work centers on helping you organize your finances, make informed decisions, and build a plan that reflects what matters most to you. We take the time to understand your situation before recommending any next steps, so your strategy fits your life.
Our approach is thoughtful and transparent, and we aim to make complex financial topics easy to follow.
To learn more about how we can support your goals, visit our website or give us a call to schedule a conversation.