financial advisor · Alameda, CA

financial advisor in Alameda, CA

financial advisor near Alameda, CA

2413 Webb Avenue
Alameda, 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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© OpenStreetMap contributors

Looking for a financial advisor in Alameda? Defined Financial Planning, LLC is listed here. It sits 1.9 miles northeast of central Alameda, at 37.7657° N, 122.2407° W. The San Leandro Bay Bridge, better known as the Bay Farm Island Bridge, is a single-leaf bascule drawbridge spanning the San Leandro Channel, the inlet of San…. Summers in Alameda average near 68°F and winters settle around 46°F. The median home value in Alameda County is around $1,057,400. Hours: Mo-Fr 09:00-18:00. Also, its website is https://www.definedplanning.com. You can reach it by phone at +1-510-200-8655. The location is wheelchair accessible. It sits near Alameda Museum (0.2 mi), First Christian Reformed Church (0.6 mi) and Trader Joe's (0.8 mi). It's located at 2413 Webb Avenue. Mariner is a national wealth advisory firm that believes in putting the client first in all they do. With offices across the United States and a wide range of advisory solutions, we are excited about the potential opportunities this brings to you, our client.

At 2413 Webb Avenue in Alameda, 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 0.9 mi from TJ Maxx (department store). You'll find it 1.9 mi from Safeway (supermarket). It's 0.8 mi from Trader Joe's (supermarket).

Account minimums and where assets are custodied are practical filters worth settling in the first call.

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. Alameda 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. First Christian Reformed Church is one of the spots that gives this part of Alameda its character. The area sees roughly 22 inches of rain a year. 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: 0.9 mi from TJ Maxx (department store) · 1.9 mi from Safeway (supermarket) · 0.8 mi from Trader Joe's (supermarket)

Frequently asked questions

Where is Defined Financial Planning, LLC located?
Defined Financial Planning, LLC is at 2413 Webb Avenue, Alameda, CA.
What are Defined Financial Planning, LLC's hours?
Defined Financial Planning, LLC's listed hours are Mo-Fr 09:00-18:00.
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 Alameda?
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.
From their website

Defined Financial Planning officially joined Mariner on Nov. 1, 2025. By joining Mariner, we now have access to a wider range of expertise.

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