Financially Healthy

Business details

Category
Financial Services · Financial planner
Address
1999 Harrison St #1800, Oakland, CA 94612
Phone
(510) 496-4567
Website
financially-healthy.com
Neighborhood
Downtown
County
Alameda County

About

Whether you need help building a savings plan or a long-term retirement strategy, Financially Healthy offers financial planning tailored to your goals. We are a financial planning practice serving individuals and families from our base in Downtown Oakland and across Alameda County.

Our work starts with understanding where you are today and where you want to be, so every recommendation fits your real situation. We help clients organize their finances, plan for major life milestones and build clear, practical steps toward lasting financial confidence.

Our approach is straightforward and personal, with plain-language guidance at every stage.

To learn how we can support your financial goals, visit our website or stop by our Oakland office to start the conversation.