Modern Family Finance, LLC
Business details
- Category
- Financial Services · Financial planner
- Address
- 1999 Harrison St #1800, Oakland, CA 94612
- Phone
- (415) 355-4859
- Website
- modernfamilyfinance.com
- Neighborhood
- Downtown
- County
- Alameda County
Hours
- Monday: 9 AM–7 PM
- Tuesday: 9 AM–7 PM
- Wednesday: 9 AM–7 PM
- Thursday: 9 AM–7 PM
- Friday: 9 AM–7 PM
- Saturday: Closed
- Sunday: Closed
About
Based in Downtown Oakland, Modern Family Finance, LLC provides financial planning for families across Alameda County and the East Bay. We help clients set clear goals and then turn them into practical next steps, from budgeting and tax questions to company stock and estate planning.
Our approach is thoughtful and patient, and we take the time to explain the reasoning behind every recommendation so you feel confident in each decision. Many of our clients come to us with little prior experience in money matters, and we meet them where they are without judgment.
We bring strong technology to our planning and combine it with real attention to the people behind each financial picture.
Book a discovery call to talk through your goals, or visit our website to learn more about how we can help.
Our approach is thoughtful and patient, and we take the time to explain the reasoning behind every recommendation so you feel confident in each decision. Many of our clients come to us with little prior experience in money matters, and we meet them where they are without judgment.
We bring strong technology to our planning and combine it with real attention to the people behind each financial picture.
Book a discovery call to talk through your goals, or visit our website to learn more about how we can help.