Skip to content

Owl and Ore Wealth PlanningFinancial advisor in Pleasant Hill, CA

Owl and Ore Wealth Planning is a financial advisor at 3478 Buskirk Ave #1000, Pleasant Hill, CA 94523, ranked #6 of 357 financial advisors in Pleasant Hill and rated 4.8 from 25 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.

Pleasant Hill, CAUpdated 0 paid placements in any rankingHow we rank

Call (925) 719-9297Website ↗

Key facts

Key facts about Owl and Ore Wealth Planning
Address3478 Buskirk Ave #1000, Pleasant Hill, CA 94523Get directions
Phone(925) 719-9297
Websiteowlandore.com
HoursMonday to Friday: 8 AM – 5 PM
Google rating4.8 from 25 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Pleasant Hill and 11 towns within 25 miles: Walnut Creek, Concord, Lafayette, Alamo, Clayton, Martinez, Orinda, Bay Point, Moraga, Danville and Benicia.

Based in Pleasant Hill, CAView on map

Opening hours

Opening hours for Owl and Ore Wealth 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 Owl and Ore Wealth Planning

How is Owl and Ore Wealth Planning ranked in Pleasant Hill?

Owl and Ore Wealth Planning is ranked #6 of 357 financial advisors in Pleasant Hill by RFA Score, with 66 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 Owl and Ore Wealth Planning’s hours?

Owl and Ore Wealth 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 Owl and Ore Wealth Planning serve?

Serves Pleasant Hill and 11 towns within 25 miles: Walnut Creek, Concord, Lafayette, Alamo, Clayton, Martinez, Orinda, Bay Point, Moraga, Danville and Benicia. 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 Owl and Ore Wealth Planning?

Owl and Ore Wealth Planning has a rating of 4.8 from 25 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 Owl and Ore Wealth Planning?

Call Owl and Ore Wealth Planning on (925) 719-9297. The business is at 3478 Buskirk Ave #1000, Pleasant Hill, CA 94523. 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.

Own Owl and Ore Wealth Planning? Claim this profile.

Claiming is free. Correct your hours, specialties and service area. The RFA Score is recalculated from corrected data; payment never changes it.

Claim this profile

Compare nearby financial advisors

Owl and Ore Wealth Planning compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Owl and Ore Wealth Planning (this business)—664.8 (25)NoNo
Tomren & Sullivan Wealth Management#4675.0 (59)NoNo12.5 mi
IPX1031: James Callejas, CES#5665.0 (88)NoNo21.2 mi
Summit Wealth & Retirement Partners#7665.0 (44)NoNo11.9 mi

See all 357 ranked financial advisors in Pleasant Hill