Nationwide Financial Planners

National Coverage

Local Professionals

Financial Planning Advice

Berkeley Financial Planners

Berkeley financial planners will help you pay for college and prepare for the future. Living in California provides opportunities to experience rich cultural events and action packed entertainment. If you love shopping or spending time on the golf course - Berkeley is where you want to be. Whether you are planning on buying a home, paying for a college education or retiring early - getting advice from a Berkeley financial planner will ensure you are making wise choices for your money.

Most people do not know how to contact financial planners and they know even less about the services these professionals provide. You can go online and fill out the online form to be matched with a Berkeley financial planner who will help you reach your goals no matter what they are. If you know what you want out of life but you are not sure how to get there - let Berkeley CA financial planners lead the way.

Planning for Retirement

The University of California in Berkeley is the largest employer in the city. If this is your source of employment - you probably have many options for retirement accounts. As part of your benefit package you may have been offered a payroll deduction for a California 401k plan or even a IRA or Roth IRA. These are great investments if you are planning to retire early and enjoy your golden years while you are still able to get around. There are specific tax benefits and income requirements for the different types of investments. When you begin financial planning - speak with a Berkeley financial planner who can explain all of the pros and cons before you make a final decision.

Retirement planners can also help if your want to be a little more daring with your investments. You can make a lot of money if you are willing to take some risks - although it is also perfectly OK if you are conservative with your your investment planning. Berkeley financial planners will help you understand all of your options - but leave the decisions up to you. There are great investment opportunities in CA - if you want to build your portfolio quickly so you can retire early and travel all over the world - let the certified professional financial planners help you along the way.

Saving for College

If your parents were able to help you pay for your college education - you may be hoping to do the same thing for your childrenm and may be interested in speaking with an online financial planner. Once you have entered the wonderful world of parenthood - you finally realize what an awesome responsibility it is. If you have dreams and goals for your children as well as yourself - let the Berkeley financial planners help you set aside money for their education and still provide you with money for your retirement.

The easiest way to save money for higher education is to plan ahead. If you create a budget that includes money for a college savings plan - you will be able to save the money you need without sacrificing what you need today. Planners in Berkeley know the local economy and the best places to invest money for the future. If you are proactive now for your children - you will reap the benefits later on.

Buying a Second Home

Many people who live in Berkeley California choose to purchase a second home somewhere exotic. Financial professionals can help make this dream a reality. If you have managed your money well - you should not have a problems finding the funds you need for that perfect second home. Of course speaking with a Berkeley financial planner will help you take care of the tax issues that are involved with a home that is not your main residence. You may also need to withdraw money from other accounts to pay for the down payment and closing costs. Give yourself a wonderful vacation by purchasing a wonderful home in a warm sunny location.

You may also be thinking about buying a second home as an investment property. If you are getting close to retirement age - this could be a great decision. Financial planners will help you find a home that will be easy to rent to tenants and give you a steady stream of income even after you retire. A Berkeley financial planner will answer all of your question and give you great advice.

Berkeley is the perfect place to live if you enjoy the excitement and activities of a college town. You will always be able to find something to do on a Friday night. Let Berkeley financial planners help you manage your money so you can spend now and still have money saved later. Go online to find affordable quotes for the best certified money managers.

Choose a Qualified Financial Planner

Compare Planners From Top Firms

Find a Planner

Your information is encrypted Your Information is Encrypted, Private, and Secure

Financial Planners Feedback

What People Are Saying

Through this site, I was able to get in touch with a local and highly qualified financial planner to help me develop a personalized retirement plan!
Dennis B, Atlanta GA

Financial Planners in Berkeley

David Bobrowsky, CFP
David Bobrowsky, CFP
1261 Locust St.
Suite #60
Walnut Creek, CA 94596

Mark Palmer
Mark Palmer
2175 North California Boulevard
Suite 800
Walnut Creek, CA 94596

George  Salter II, JD, MBA, CFP
George Salter II, JD, MBA, CFP
PO Box 125
Alamo, CA 94507

William Callahan
William Callahan
851 Irwin St Ste 201A
San Rafael, CA 94901

Kerry Lee
Kerry Lee
4040 Civic Center Drive
Suite 200
San Rafael, CA 94903

Niagara Credit Income Fund
Niagara Credit Income Fund
400 S El Camino Real
Suite 1100
San Mateo, CA 94402

Mallory Dinis
Mallory Dinis
4301 Hacienda Drive, Suite 100
Pleasanton, CA 94588

Robert Choy
Robert Choy
3945 Freedom Circle, Suite 950
Santa Clara, CA 95054

This website provides information related to the subjects covered. Before making any financial or legal decisions, a professional should be consulted.