Best Financial Advisors in Oakley

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
50+
Advisors
4.6/5.0
Average Rating

Oakley Financial Landscape

Oakley has a diverse economy with a focus on agriculture, retail, and emerging tech sectors. The city benefits from its strategic location near major metropolitan areas.

Major industries
Agriculture, Retail, Technology
Population
38.2K (metro: 38194)
Median household income
$95,000
Unique needs
Oakley requires tailored financial planning due to its unique economic landscape and demographic trends.
Market Insights
Economic Growth
According to BEA (2023), Oakley's economy has shown steady growth, driven by local agriculture and retail expansion.
Wealth Demographics
According to Census (2023), the median income in Oakley is approximately $95,000, reflecting a growing middle-class population.
Advisor Specializations
Based on BLS (2023), financial advisors in Oakley are increasingly focusing on real estate and retirement planning.
Local Considerations
Cost of Living
According to BLS (2024), Oakley's cost of living is rising, particularly in housing and transportation sectors.
Real Estate Market
According to Zillow (2024), Oakley's real estate market is competitive, with home prices increasing due to demand and limited supply.
Business Environment
According to Fortune (2024), Oakley is fostering a supportive business climate, attracting new startups and retail ventures.

Top 5 Financial Advisors in Oakley

Nobel Financial Services
★ ★ ★ ★ ★ 5
Castle Rock Wealth Management, LLC
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Tony Aguilar Jr
★ ★ ★ ★ ★ 5
Pure Financial Advisors, LLC
★ ★ ★ ★ ★ 5
Owl and Ore Wealth Planning
★ ★ ★ ★ ★ 5
Receive a complimentary AI wealth evaluation before hiring an advisor.
Sign up for Mezzi

How to Choose the Right Financial Advisor

When selecting a financial advisor in Oakley, consider these essential factors

Icon
Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
Icon
Oakley-Specific Expertise
For Oakley residents working in Agriculture, Retail, Technology, consider advisors with specific experience in your industry's unique compensation and benefit structures.
Icon
Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
Icon
Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
Icon
Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
Icon
Risk Management Focus
Oakley's economy is vulnerable to agricultural fluctuations and housing market volatility. Diversify investments to mitigate natural disaster risks like flooding.

Skip the advisor fees

Find Financial Advisors in Nearby Cities

Explore financial advisor options in these nearby California locations

Los Angeles San Diego San Jose San Francisco Fresno Sacramento Long Beach Oakland