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Modern Family Finance

Modern Family Finance: Compassionate, fiduciary financial planning that puts life goals first.

5(20 reviews)
financial-advising
$$$
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About

Modern Family Finance, located at 1999 Harrison St #1800 in Oakland, CA, offers fiduciary financial planning and consulting. Clients praise Jenni, Lisa, and Cathy for patient, thorough guidance that builds financial literacy and aligns money with personal goals. The open, nonjudgmental approach emphasizes clarity, tailored plans, and lasting empowerment for families navigating life changes.

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Location

1999 Harrison St #1800, Oakland, CA 94612, USA

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Services

Personalized Financial Planning

Customized financial strategies that align with your short-term needs and long-term visions, including goal-setting and budget management.

Investment Management

Expert investment guidance and portfolio management to grow your wealth, with transparent, fiduciary-based advice.

Tax and Estate Planning

Comprehensive tax optimization and estate planning services to secure your financial future and protect your assets.

Financial Education and Literacy

Patient coaching and resources to build your financial knowledge, helping you understand markets, retirement plans, and more.

Life Transition Support

Tailored advice for major life changes such as inheritance, career shifts, or family growth, with emotional intelligence.

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