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Modern Financial PlanningFinancial advisor in Oakland, CA

Modern Financial Planning is a financial advisor at 344 Thomas L Berkley Way M10, Oakland, CA 94612, ranked #21 of 438 financial advisors in Oakland and rated 4.9 from 16 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Oakland, CAUpdated 0 paid placements in any rankingHow we rank

Call (510) 519-7009Website ↗

Key facts

Key facts about Modern Financial Planning
Address344 Thomas L Berkley Way M10, Oakland, CA 94612Get directions
Phone(510) 519-7009
Websitemodernfp.com
HoursMonday to Friday: 8 AM – 5 PM
Google rating4.9 from 16 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Oakland and 11 towns within 25 miles: Emeryville, Piedmont, Alameda, Berkeley, Albany, Orinda, Moraga, El Cerrito, Chinatown, San Leandro and San Francisco.

Based in Oakland, CAView on map

Opening hours

Opening hours for Modern Financial Planning
DayHours
Monday8 AM – 5 PM
Tuesday8 AM – 5 PM
Wednesday8 AM – 5 PM
Thursday8 AM – 5 PM
Friday8 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Modern Financial Planning

How is Modern Financial Planning ranked in Oakland?

Modern Financial Planning is ranked #21 of 438 financial advisors in Oakland by RFA Score, with 64 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Modern Financial Planning’s hours?

Modern Financial Planning is open Monday to Friday. Its listed hours are Monday to Friday, 8 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Modern Financial Planning serve?

Serves Oakland and 11 towns within 25 miles: Emeryville, Piedmont, Alameda, Berkeley, Albany, Orinda, Moraga, El Cerrito, Chinatown, San Leandro and San Francisco. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Modern Financial Planning?

Modern Financial Planning has a rating of 4.9 from 16 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Modern Financial Planning?

Call Modern Financial Planning on (510) 519-7009. The business is at 344 Thomas L Berkley Way M10, Oakland, CA 94612. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Modern Financial Planning compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Modern Financial Planning (this business)—644.9 (16)NoNo
Fiduciary Financial Group#19655.0 (54)NoNo18.3 mi
FI TAX CREDIT FINANCIAL SERVICES#22645.0 (30)YesNo10.3 mi

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