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. It's wheelchair accessible and located at 2413 Webb Avenue. There's a grocery store named Alameda Natural Grocery that contributes to this part of Oakland's character. The High Street Bridge is a double-leaf bascule drawbridge spanning 296 feet of the Oakland Estuary in the San Francisco Bay Area, California, United States. You can call them at +1-510-200-8655. It sits near Alameda Natural Grocery (0.1 mi), First Christian Church (0.1 mi) and Alameda Baptist Chapel (0.7 mi). The average commute time in Alameda County is about 32 minutes. Located 0.9 miles west of central Oakland at 37.7657° N, 122.2407° W. Hours: Mo-Fr 09:00-18:00. Other financial advisors in the area include Marin Wealth Advisors LLC (3.1 mi) and Charles Schwab (3.4 mi). Mariner is a national wealth advisory firm that puts its clients first in everything it does. We have offices across the United States, as well as a wide range of services available - we're excited about the potential opportunities this brings for our clients!

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.
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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