Financial Services in Alameda, CA

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Financial Advisors Ready to Help

  • Professional Financial Planner

    Tax Prep-1040

    (20 reviews)

    Are you looking for one of the professional financial planners in San Rafael? Give this professional a try. This individual has six years of experience.

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  • Financial Services

    Duan Wei-Maynez CPA Peninsula

    (4 reviews)

    If you need financial planning services, Duan Wei-Maynez CPA is the right company for you. This company provides wide range of financial management services for their clients.

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  • Financial Consulting Services

    Duan Wei-Maynez, CPA SF

    (3 reviews)

    Duan Wei-Maynez, CPA provides a variety of services to businesses and individuals. They offer financial solutions, bookkeeping, tax preparation, and more.

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  • Wealth Management & Consulting

    El Camino Group at Morgan Stanley

    (1 reviews)

    In search of financial services firms in Alameda that will provide investment advice to families and corporations? El Camino Group at Morgan Stanley will help you out. View their Thumbtack profile now.

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  • Private Financial Planner

    De Sola Capital Partners, Inc.

    (1 reviews)

    Would you like to find someone who offers personal financial planning services? Hire this pro. This expert has been in the industry for 14 years.

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  • Accounting & Financial Services

    Wright Financials Services

    Food Body ME is one of the professionals who are willing to do financial services consulting and financial services planning . This pro is available around the clock.

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  • Small Business Consultant & Coach

    Two Hats Consulting, LLC

    John Van Dinther is a professional who offers consumer financial services such as fund planning, business consulting, and monetary investment allocation.

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  • Financial Planner

    The Mobile Managers

    This company has a reliable financial group offering investment and wealth management services. They are among the trusted financial service providers who do marketing and HR management jobs, too.

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  • Financial Advisory Services

    Patriot Financial Services

    Looking for competent experts who offer financial planning services in the areas of wealth protection, accumulation and distribution? Check out this company. They have been int this business since the year 2009.

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  • Financial Services

    Associate at World Financial a Group

    Your satisfaction is ensured by the professional financial services providers of this company. They offer financial planning for life insurance, mutual funds and education plans.

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Thumbtack Spotlight

Kathleen Nemetz, MBA, Certified Financial Planner

(1 review)

What do you love about your job?

I like helping people get back on the horse, right the ship, and jump hurdles to attain more of life's milestones. Life's journey sometimes takes detours. People come to me and are trying to get back on track. Finances are their tools for financing life's transitions.

What or who inspired you to start your own business?

At age 28, I made a bad investment with an unscrupulous broker. I realized my mistake within days and asked him to sell me out and to buy a Microsoft stock, then just recently IPOed. I never regretted this. In my practice, I have chosen to focus on women and their financial needs with a high level of integrity. I have helped many people rebuild their financial lives and recover from bad planning. My own experience was a good teacher.

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