Modern Financial Planning
Business details
- Category
- Financial Services · Financial planner
- Address
- 344 Thomas L Berkley Way M10, Oakland, CA 94612
- Phone
- (510) 519-7009
- Website
- modernfp.com
- Neighborhood
- Downtown
- County
- Alameda County
Hours
- Monday: 8 AM–5 PM
- Tuesday: 8 AM–5 PM
- Wednesday: 8 AM–5 PM
- Thursday: 8 AM–5 PM
- Friday: 8 AM–5 PM
- Saturday: Closed
- Sunday: Closed
About
At Modern Financial Planning, we help Downtown Oakland families and professionals across Alameda County build a clear, confident plan for their money, from investments and savings to insurance and tax strategy. We take complex portfolios and turn them into a simple, easy-to-understand picture so you always know where you stand.
Our holistic approach looks at how your goals, assets and insurance evolve over time, and we challenge you to take an active role in your financial future. Many of our clients have worked with us for years, relying on our continued guidance on strategies like Roth conversions, debt consolidation and inherited accounts.
We explain financial concepts clearly and patiently, so you can make decisions with real confidence. Our check-in meetings are organized and thoughtful, and we're committed to giving every client the planning tools and attention they deserve.
Visit our website to get started, or give us a call to schedule a conversation about your goals.
Our holistic approach looks at how your goals, assets and insurance evolve over time, and we challenge you to take an active role in your financial future. Many of our clients have worked with us for years, relying on our continued guidance on strategies like Roth conversions, debt consolidation and inherited accounts.
We explain financial concepts clearly and patiently, so you can make decisions with real confidence. Our check-in meetings are organized and thoughtful, and we're committed to giving every client the planning tools and attention they deserve.
Visit our website to get started, or give us a call to schedule a conversation about your goals.