financial advisor · Oakland, CA

financial advisor in Oakland, CA

financial advisor near Oakland, CA

2413 Webb Avenue
Oakland, CA
+1-510-200-8655
https://www.definedplanning.com · Claim this financial advisor listing — free dofollow link + 5 keywords

Hours: Mo-Fr 09:00-18:00
Accessibility: Wheelchair accessible

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Defined Financial Planning, LLC is one of the financial advisors serving Oakland, CA. Its website is https://www.definedplanning.com. The location is wheelchair accessible. It is located at 2413 Webb Avenue. Alameda County is home to approximately 1,651,949 people. About 52% of adults here have a bachelor's degree or higher. You can reach it by phone at +1-510-200-8655. Other financial advisors nearby include Marin Wealth Advisors LLC (3.1 mi) and Charles Schwab (3.4 mi). Fruitvale station is a Bay Area Rapid Transit (BART) station located in the Fruitvale District of Oakland, California, United States. It is situated 0.9 miles west of central Oakland, at 37.7657° N, 122.2407° W. Hours: Mo-Fr 09:00-18:00.

At 2413 Webb Avenue in Oakland, CA you'll find Defined Financial Planning, LLC, a financial advisor. Defined Financial Planning officially joined Mariner on Nov. 1, 2025. By joining Mariner, we now have access to a wider range of expertise.

It's open Mo-Fr 09:00-18:00. The location is wheelchair accessible. It sits 1.1 mi from Fruitvale Plaza (park). You'll find it 1.3 mi from Fruitvale Congregational Church (place of worship). It's 0.1 mi from Alameda Natural Grocery (supermarket).

Oakland has 3 financial advisors on the map here, so there is real choice. Account minimums and where assets are custodied are practical filters worth settling in the first call. Other financial advisors nearby: Marin Wealth Advisors LLC (3.1 mi) and Charles Schwab (3.4 mi).

Around 52% of adults in Alameda County hold a bachelor's degree or higher. The median home value in Alameda County is about $1,057,400. There are about 593,117 households in Alameda County. Oakland gets about 312 sunny days a year. Alameda County is home to roughly 1,651,949 people. The local food scene leans toward Chinese, Mexican, Pizza. Revelation Ministry is one of the spots that gives this part of Oakland its character. The area sees roughly 24 inches of rain a year. Fernside is a neighborhood of Alameda in Alameda County, California. Reach Defined Financial Planning, LLC at +1-510-200-8655 or https://www.definedplanning.com. This listing is mapped from OpenStreetMap and is free. If you own Defined Financial Planning, LLC, you can claim this page to add hours, services, and a booking link.

Nearby landmarks: 1.1 mi from Fruitvale Plaza (park) · 1.3 mi from Fruitvale Congregational Church (place of worship) · 0.1 mi from Alameda Natural Grocery (supermarket)

Frequently asked questions

Where is Defined Financial Planning, LLC located?
Defined Financial Planning, LLC is at 2413 Webb Avenue, Oakland, CA.
What are Defined Financial Planning, LLC's hours?
Defined Financial Planning, LLC's listed hours are Mo-Fr 09:00-18:00.
What other financial advisors are near Defined Financial Planning, LLC?
Nearby financial advisors include Marin Wealth Advisors LLC (3.1 mi) and Charles Schwab (3.4 mi).
Is Defined Financial Planning, LLC wheelchair accessible?
Per OpenStreetMap, Defined Financial Planning, LLC is wheelchair accessible.
How do I contact Defined Financial Planning, LLC?
Call +1-510-200-8655 or visit https://www.definedplanning.com.
What should I look for in a financial advisor in Oakland?
Fee-only, fee-based, and commission models pay the advisor differently; asking exactly how they are compensated is expected, not rude. Checking hours and confirming details directly with the business is always worth the two minutes.
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