Wealth Management Oakland CA

High net worth individuals and organizations can opt to employ a wealth manager to handle their financial issues, including things like estate planning, taxes, investment management and more. Wealth management services are provided by corporations, financial advisors and multi-licensed portfolio managers. They use wealth management strategies to help their clients grow their wealth and assets as well as to navigate tax law. Wealth managers oversee all the financial affairs of their clients, which can be extremely helpful for those with numerous and diverse financial holdings.

Patricia Jennerjohn
Focused Finances,LLC
(877) 746-7914
286 Santa Clara Avenue, Suite B
Oakland, CA
Expertises
Ongoing Investment Management, Investment Advice without Ongoing Management, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice, Cash Flow/Budgets/Credit Issues, Helping Clients Identify & Achieve Goals
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Marjorie Bennett
Aegis Capital Management Inc.
(510) 655-9333
6215 Manoa Street
Oakland, CA
Expertises
Ongoing Investment Management, Retirement Plan Investment Advice, High Net Worth Client Needs, Socially Responsible Investments, Retirement Planning & Distribution Rules, Helping Clients Identify & Achieve Goals
Certifications
NAPFA Registered Financial Advisor, CFA, MBA

Daniel Beatty
John W. Brooker & Co., CPAs
(510) 638-1815
80 Swan Way, Suite 300
Oakland, CA
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Estate & Generational Planning Issues, Advising Medical Professionals, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, BA, CFP®

Edith Barschi
Edith B. Barschi, CFACFP, EA
(510) 486-0846
P. O. Box 10013
Berkeley, CA
Expertises
Investment Advice without Ongoing Management, Helping Clients Identify & Achieve Goals, College/Education Planning, Divorce Planning
Certifications
NAPFA Registered Financial Advisor, CFA, CFP®, EA, MBA

Sean Burgess
Burgess Financial Planning
(415) 525-1041
222 Columbus Avenue, Suite 211
San Francisco, CA
Expertises
Hourly Financial Planning Services, Newlyweds & Novice Investors, Middle Income Client Needs, College/Education Planning, Investment Advice without Ongoing Management, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, CFP®

Cathy Curtis
Curtis Financial Planning
(510) 451-3528
3824 Grand Avenue, Suite 100
Oakland, CA
Expertises
Ongoing Investment Management, Cash Flow/Budgets/Credit Issues, Retirement Planning & Distribution Rules, Helping Clients Identify & Achieve Goals, Women's Financial Planning Issues, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®

Janet Wan
Sierra Pacific Financial Advisors
(510) 438-6878
1300 Clay Street
Oakland, CA
Expertises
Ongoing Investment Management, Planning Concerns for Corporate Executives, Retirement Planning & Distribution Rules, High Net Worth Client Needs, Women's Financial Planning Issues, Hourly Financial Planning Services
Certifications
NAPFA Registered Financial Advisor, BS, CFP®

Brian Pon
Financial Connections Group, Inc.
(510) 849-4667
2608 Ninth St. #302
Berkeley, CA
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice, Socially Responsible Investments, Tax Planning, Planning Issues for Unmarried & Same-Sex Couples
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, EA, PFP

Daryoosh Khalilollahi
DABK, Inc. Financial Planning Services
(510) 703-9208
1563 Solano Ave., PMB 538
Berkeley, CA
Expertises
Hourly Financial Planning Services, Investment Advice without Ongoing Management, Middle Income Client Needs, Retirement Plan Investment Advice, Helping Clients Identify & Achieve Goals, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA, MSEE

Debra Wetherby
Wetherby Asset Management
(415) 399-9159
417 Montgomery Street, 3rd Floor
San Francisco, CA
Expertises
Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, BA, CFA, CFP®, CPA, MBA

Wealth Management

By: Jonas Zamora
Jonas Zamora is a Certified Financial PlannerTM professional. You may contact him at jzamora@zacks.com

Benefits of Estate Planning

Have you ever been advised that you should have an estate plan? You hear the advice and, like most folks, don’t have a clear idea of why you should have one. I read an article by financial planner Elaine Floyd, which outlines the reasons why you should have an estate plan.

Let’s start with the benefits. An estate plan allows you to:

1. Direct the distribution of your wealth at death. An estate plan allows you to name the people, or charities, that will receive your assets. Otherwise, the courts will decide for you based on the laws of succession in your state.
2. Save on estate taxes. The estate tax still exists at least until 2009. In 2010 it will be repealed but may come back in 2011. This year, assets that total up to $2 million are exempt from federal estate taxes. The top tax rate on assets above that amount is 45%. Keep in mind that state inheritance tax has not been abolished either.
3. Save money on probate fees and keep your privacy. Probate fees can run up to about 10% of your estate’s value. Keep in mind that probate is time consuming and a matter of public record.
4. Protects assets while you are alive. Estate planning strategies can help protect you in case of lawsuits and divorce.
5. Prepare for incapacity. What happens if you are unable to handle making the payments for the care you receive while incapacitated? Who will manage your care and finances? An estate plan can help assure your well being if you become unable to make your own decisions....

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