Lula Financial
Business details
- Category
- Financial Services · Financial planner
- Address
- 66 Franklin St 3rd Floor, Oakland, CA 94607
- Phone
- (415) 637-5087
- Website
- lulafinancial.com
- Neighborhood
- Produce and Waterfront
- County
- Alameda County
Hours
- Monday: 10 AM–5 PM
- Tuesday: 10 AM–5 PM
- Wednesday: 10 AM–5 PM
- Thursday: 10 AM–5 PM
- Friday: 10 AM–5 PM
- Saturday: Closed
- Sunday: Closed
About
For financial planning in Oakland, Lula Financial is here to help. We work with individuals and families across the Produce and Waterfront area of Oakland and throughout Alameda County, helping you build a sound, long-term financial plan.
Talking about money can feel difficult, so we take a patient, thorough approach and explain each step in plain language so you always know what to expect. We bring humor and warmth to our sessions to ease the tension that often comes with discussing your finances.
Our clients value our knowledgeable, kind guidance, and many return for regular reviews as their goals evolve. Whether you are just starting to get your finances in order or want to restructure what you already have, we are glad to help.
Book through Calendly to schedule your first conversation.
Talking about money can feel difficult, so we take a patient, thorough approach and explain each step in plain language so you always know what to expect. We bring humor and warmth to our sessions to ease the tension that often comes with discussing your finances.
Our clients value our knowledgeable, kind guidance, and many return for regular reviews as their goals evolve. Whether you are just starting to get your finances in order or want to restructure what you already have, we are glad to help.
Book through Calendly to schedule your first conversation.