Lula Financial: Clear, compassionate financial planning for a confident future in Oakland.
Lula Financial, located at 66 Franklin St, 3rd Floor, Oakland, CA, offers clear, long-term financial planning. Clients praise Benjamin for thorough, patient, and knowledgeable guidance, with a friendly approach that makes tough topics easier to discuss. He helps restructure finances, simplify complex concepts, and set a lasting plan for future goals.
66 Franklin St 3rd Floor, Oakland, CA 94607, USA
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Comprehensive, long-term financial strategies tailored to your goals and lifestyle.
Regular appointments to assess and adjust your financial plan every six months.
Help reorganize and optimize your finances for better clarity and execution.
Astute advice on investments to grow your wealth and secure your future.
Simplified explanations and tools to make financial topics easy to understand.
Overall rating
elanita korian
We've been working with Benjamin for the last 2ish years and highly recommend him. He is thorough, patient, knowledgeable, and kind. Talking about finances and future financial decisions are hard topics but after ever session I'm always grateful for his help, knowledge, and pumped for the next 6 months review appointment.
Rina Patton
I spoke with Benjamin and he was amazing. He made everything extremely simple and easy for me to understand.I cant wait to get my financials in order here with them
Troy Turriate
Helped me completely restructure my finances in a way that way easy to understand and execute. Wish I would have done this years ago!
Darrell Jones III
Astute financial advice. I send all my folks asking money questions to Lula Financial
Stephen Ripley
Despite the recent bagelgeddon controversy, Ben has proven to be an outstanding and incredibly effective financial advisor. Talking finances with people is hard; Ben uses humor and wit to help diffuse the tension around your finances. I would highly recommend Ben to anyone that is interested in establishing a sound, long term financial plan.
