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Lula Financial
Lula Financial: Planificación financiera clara y empática para un futuro con confianza en Oakland.
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Business
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Lula Financial: Planificación financiera clara y empática para un futuro con confianza en Oakland.
Lula Financial, ubicado en 66 Franklin St, 3rd Floor, Oakland, CA, ofrece una planificación financiera clara y a largo plazo. Los clientes elogian a Benjamin por una orientación minuciosa, paciente y bien informada, con un enfoque amable que facilita hablar de temas difíciles. Él ayuda a reestructurar las finanzas, simplificar conceptos complejos y establecer un plan duradero para metas futuras.
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Estrategias financieras integrales y a largo plazo, adaptadas a tus metas y estilo de vida.
Citas regulares para evaluar y ajustar tu plan financiero cada seis meses.
Ayuda para reorganizar y optimizar tus finanzas para una mayor claridad y ejecución.
Consejos astutos sobre inversiones para hacer crecer tu riqueza y asegurar tu futuro.
Explicaciones simples y herramientas para facilitar la comprensión de temas financieros.
Calificación general
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.
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