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Modern Financial Planning
Your trusted partner for holistic wealth management and financial peace of mind.
5(5 reviews)
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Business
financial-advising
financial-advisor
About Modern Financial Planning
Modern Financial Planning is a premier financial advisory firm in Oakland, CA, dedicated to helping clients achieve their financial goals with personalized, comprehensive strategies. Our team of certified professionals, including CFP® advisors, offers holistic wealth management, tax planning, investment guidance, and retirement solutions. With a 4.9/5 rating from satisfied clients, we focus on building long-term relationships to provide clarity, confidence, and security for your financial future.
Business Info
Location
344 Thomas L Berkley Way M10, Oakland, CA 94612, USA
Services Offered
Holistic Wealth Management
Comprehensive financial planning integrating investments, savings, insurance, and debt strategies tailored to your goals.
Tax Planning Services
Expert guidance on tax-efficient strategies, including inherited IRAs and backdoor Roth conversions to optimize your finances.
Retirement Planning
Personalized retirement solutions and nest-egg management to ensure a secure and comfortable future.
Investment Advisory
Professional investment management and asset allocation to grow and protect your wealth over time.
Insurance and Risk Management
Advice on insurance options and debt consolidation to safeguard your financial well-being.
Reviews
5(5 reviews)
Rating Distribution
5
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4
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3
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D
dmrod
via Google
7 months ago
Mike T. has been my hero for the past 4+ years. I am lucky enough to have a decent nest-egg and smart enough to let MFP take the helm. Added Tax services are so helpful and much like my assets, my trust in Mike and the team has increased with each year!
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VIDAUR DURAZOvia Google
over 1 year ago
I have been working with Bryan Hasling, CFP, for a few years now, and it has been nothing less than spectacular. Bryan and his team came as a referral from a close, trusted from college, and he has been an invaluable counsel, advisor, and friend since then. Bryan and his team are studied and knowledgeable; and the plans and insights they have shared have been meticulous in detail yet practical and applicable. Most importantly, it is evident that Bryan and his team are wholeheartedly dedicated to providing their clients the best service and tools for their financial planning. Bryan and his team have given me peace of mind when it comes to my financial planning and future, and I would highly recommend Modern Financial Planning to others looking for the same.
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Kalee Gardellavia Google
over 2 years ago
Working with Modern Financial Planning has been an absolute game changer for us financially. MFP’s holistic approach helped us think through strategies for managing not only our investments, savings, and assets, but also our insurance — and how all of it evolves over time with changes to our goals. The peace of mind and money confidence we have now is invaluable. Every check-in meeting is organized, intentional, and thought-provoking. If you’re on the fence about whether to hire a financial planner, I promise it’s worth it, and that MFP is the very best out there.
J
Jake Horwathvia Google
almost 3 years ago
MFP has been an invaluable resource for me in working toward and planning for my future. I have become accustomed to running any major financial decision past Mike, and I would have it no other way. Advice is crisp, clear and always to the point. I am never lost when talking with Mike! I agree with other reviews in saying I can rest easy knowing MFP has a say in my financial future
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Thomas Owstonvia Google
almost 5 years ago
Mike is a consummate professional. He has a genuine interest in his clients needs and is not afraid to challenge them to take control of their finances. Mike is clearly a student of wealth management and takes his craft very seriously with an emphasis on continuing to build personal equity. We are going on 5+ years working together after Mike initially helped me with an inherited IRA and now helps me annually with various strategies like back door Roth’s. He is always making recommendations about insurance, debt consolidation and future planning. I sleep better at night knowing that my family’s finances are being watched over by Mike Troxell!
