Financial Planners near Oakland

“I'm a mom with two older teens in the early years of college, living at home. They can't support themselves yet & I'm having to borrow from the bank to keep afloat. Amie Shapiro gave me a clear plan for saving money on everyday things like our phones and our food and gave me options on where to put some of the borrowed money in a high yield savings account or money market. This plan will help me stay alright for the next critical years while I hold on for retirement. I'm so grateful for Amie!“

“Finding a financial advisor who not only understands the markets but genuinely cares about your personal journey is rare. I am incredibly fortunate to work with Roshani. She specializes in the tech sector, which is crucial for my portfolio, and her expertise has been invaluable in navigating its unique opportunities and volatility.

What truly sets her apart is her commitment to clarity and accessibility. She is always available for a quick call to answer questions, and she ensures I have a full, crystal-clear understanding of every investment we make. I never feel lost or pressured; I feel educated and confident.

Furthermore, her strategic planning is exceptional. She takes the time to deeply understand my short and long-term goals and builds her strategy accordingly. This was most evident recently when we experienced the unexpected events of a major family move and the arrival of a new child. Without skipping a beat, she quickly pivoted our entire plan to accommodate these significant life changes.

Beyond her direct financial planning, she is a phenomenal resource. She immediately introduced me to key contacts in her network to assist with other opportunities and services related to our expanding portfolio. She doesn't just manage money; she helps build holistic financial success. I wholeheartedly recommend her to anyone looking for expert, personalized, and proactive financial guidance.“

“An absolute masterclass in operational excellence and premium culinary execution. I utilized their private dining setup last night for a high-stakes closing dinner with international investors & the team delivered a zero-friction experience from start to finish. In my line of work, execution is everything & this establishment justifies its price parameters entirely.
The dry-aged Wagyu selection is handled with flawless technical precision - perfectly seared, systematically rested & presented with sharp product knowledge by the kitchen team. Logistically, the sommelier operates at an elite level, tracking complex flavor profiles and suggesting pairings that elevated the entire corporate portfolio review. Frontline staff respect client boundaries, maintaining absolute privacy and flawless timing between courses without a single moment of operational downtime. They don't waste your time with cheap, superficial lifestyle gimmicks; they provide a high-integrity, sophisticated infrastructure optimized for serious hosts and serious guests. The definitive standard for luxury business dining in the city. Outstanding asset.“

“Jessica has handled our financial planning for over twenty years. The most important question she asked us was this: what do you want your life to look like? How do you want to spend your time, and how can we get that for you?
She has steered us through the ups and downs of the markets, buying a house, paying for school, and helped us find a way to plan for retirement--not easy for the self-employed! She's intelligent, steady, calm, and explains complex things very clearly. I recommend her to everyone I know who wants help planning their financial future.“

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“I highly recommend Parallel Advisors to anyone looking for comprehensive financial planning, investment management, and advisory services. Its great team combines deep expertise with a genuine commitment to helping clients reach their financial goals.“