Business Services

About the Business

Modern Family Finance

Oakland, CA Financial Services

At Modern Family Finance, we are committed to helping Women and LGBTQ professionals realize their ambitions and fulfill their goals. Based in Oakland, California, we serve clients in the San Francisco Bay Area and beyond. We provide tailored financial advice and resources to empower individuals to lead their best lives.

If you would like to learn more about what we have to offer, please don't hesitate to give us a call today. No matter what your needs are, we will do our best to provide you with the top-notch service that you deserve.

Photo of Modern Family Finance
Photo of Modern Family Finance
Photo of Modern Family Finance
Photo of Modern Family Finance

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Publisher Info

  • Jenni and Lisa are a married couple with two kids from San Francisco. After experiencing how financial planning afforded them the freedom to make a leap from salaried security, take their family around the world, and pursue dream ventures from filmmaking to bicycle rides – it’s now their mission to help others make their greatest dreams a financial reality. Schedule a free online strategy session with them to find out if Modern Family Finance is a good match and to see how they could help.
  • (415) 295-6206
  • Visit Website

Opening Time

  • Mon
    9:00 AM - 7:00 PM
  • Tue
    9:00 AM - 7:00 PM
  • Wed
    9:00 AM - 7:00 PM
  • Thu
    9:00 AM - 7:00 PM
  • Fri
    9:00 AM - 7:00 PM
  • Sat
    Closed
  • Sun
    Closed
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