Best Financial Consultant Oakland Near Me

4worldlovers: We know that you could manage the details of your financial life yourself. We also know that not everyone wants to be a financial expert. It takes time and becomes a chore.

You want to take advantage of financial strategies that can benefit you, but your time is limited. That’s where Curtis Financial Planning steps in. Our goal is to be your financial advocate and partner to ensure you make the smartest moves with your money. Whether it be retirement, tax or estate planning, investments, charitable giving, insurance or cash flow, we have the expertise to help you make sound financial decisions now and for your future.

We specialize in helping self-made women and female-led households who want to delegate their ongoing financial planning and wealth management needs to a trusted advisor. Many of our clients come to us because they’re seeking more control over their day-to-day finances, navigating a major life change, or planning for the future.

We manage the details of your financial life so you can focus on what you love and do best.

As a fee-only Registered Investment Advisor, we are legally bound to provide you with the highest standard of care.

We are independent of proprietary products, sales quotas or other conflicts of interest that could influence our advice.

4worldlovers:
3. We make a plan to get you from where you are to where you want to be.

4worldlovers: Modern Financial Planning is a fee-only firm interested in optimizing your finances while you maximize your life. Find out who we are and who we are not. Learn why we're different and how we may be a good fit for you.

We offer in-depth financial planning and investment management services. We combine our deep expertise, leveraging of technology, and network of professionals to ensure you are provided with the best possible service.

4worldlovers: Stay an independent financial advisor but be backed by Infinity's robust set of business tools found at top independent broker dealers

It’s never been easier to work with clients remotely, to transition to an RIA, or streamline your hybrid business model.

Find a financial advisor you can trust. Our national network of professionals is here to guide you through wealth management, investments, estate planning, and so much more.

Get advice on market trends, retirement planning, and support. Stay abreast of the latest financial regulations and learn the best ways to manage your funds.

Infinity Financial Services is a national hybrid broker dealer and registered investment advisory firm. We provide support to financial advisors, which allows them to spend more time working with their clients. Our platform provides streamlined support in a secure environment.

Contact us and find out about our financial advisor transition services and back office support for customized practice management at a modernized wealth management firm.

Infinity Financial Services caters to wirehouse advisors transitioning to independence, regional advisors moving firms, and independent financial advisor representatives nationally.

We offer an array of services, including asset management, brokerage, insurance, financial and benefits planning, and risk management.

As an Independent financial advisor, your partnership with Infinity Financial Services will put you back in front of your clients instead of drowning in your day-to-day business tasks. That is what a modernized wealth management platform can achieve.

Whether you seek a hybrid RIA, hybrid broker dealer, or prefer to register your license at a broker dealer for future business while concentrating in RIA only business - Infinity Financial Services will support your transition package.

Our digital platform provides scalability to your business. No matter where you’re located, you’ll be able to advise your clients, deliver returns, and promote diversification potential to your high-net-worth clients.

Use our powerful analytics capabilities to prove your worth to investors. Pull accurate and intuitive portfolio reports that will keep your clients informed.

Take advantage of our robust, cloud-based management system for communicating with your clients. Our centralized document management and paperless e-processing ensures security as you provide service over the life of the investment.