Financial Planning Financial Planners locations near Berkeley, CA

Showing 1–10 of 10 results

Berkeley, CA has 10 financial planning financial planners listings across 5 ZIP codes. Details on this page were last refreshed Oct 2026.

Updated Oct 2026

Asti Financial Management, LLC

📍 Serving Your Area, Berkeley, CA, 94706

📞 510-558-8557

🌐 www.astifinancial.com

Asti Financial Management, LLC is an independent, fee-based financial planning and investment management firm based in Berkeley, California. We provide financial planning and investment advisory services to individuals and small businesses in Northern California.

Abacus Financial LLC

📍 1600 Shattuck Ave, Berkeley, CA, 94709

📞 510-647-9339

Ayuda Financial

📍 1950 Addison St Ste 203, Berkeley, CA, 94704

📞 510-984-0661

Blume Capital

📍 1708 Shattuck Ave Ste 3, Berkeley, CA, 94709

📞 510-549-3534

Jacobs Linda

📍 1510 Walnut St, Berkeley, CA, 94709

📞 510-549-8777

Updated Oct 2026

Dobkin David M

📍 1510 Walnut St Ste E, Berkeley, CA, 94709

📞 510-549-8275

🌐 daviddobkin.com

Dobkin David M is a financial planner based in Berkeley, California. This firm offers financial planning services to individuals and businesses in the area. Recent activity indicates an ongoing presence in the financial planning sector.

Citi PWM

📍 2000 Shattuck Ave, Berkeley, CA, 94704

📞 510-848-2106

Edward Price Co

📍 1843 Bancroft Way, Berkeley, CA, 94703

📞 510-647-8220

🌐 epricefinancial.com

V H King Associates

📍 2014 Los Angeles Ave, Berkeley, CA, 94707

📞 510-528-0271

Updated Sep 2026

Fidelity Investments

📍 1995 University Ave, Berkeley, CA, 94704

📞 800-225-6447

🌐 fidelity.com/branchlocator/berkeley/ca/94704/142