Wealth Over Now

KB Financial Advisors

KB Financial Advisors has provided outstanding fee-only, no-commissions financial planning since 2002. We offer personalized services for clients at all financial levels, including stock option analysis, wealth management and a program for young professionals with no minimum asset requirement. Our stock option analysis program identifies the most tax-efficient time to exercise, sell or hold stock options. It includes a tax return, portfolio analysis and investment recommendations. Our Wealth Management Retainer program provides ongoing portfolio management, insurance and estate updates, as well as tax preparation. Our On Your Way to Wealth program helps young professionals get started investing appropriately and focuses on immediate financial concerns.

Ballast Point Financial Planning

Ballast Point Financial Planning was founded by Shawn Tydlaska, a Certified Financial Planner (CFP®), to support young professionals and their families in achieving their financial goals. Located on the Peninsula, including Burlingame, San Mateo, San Bruno, and San Francisco, we provide fee-only financial planning services to empower our clients. We can help millennials manage their student loans and 401ks, while new couples and parents can find assistance with wills, life insurance, 529 plans, and buying their first home. Our team is committed to providing quality advice and guidance to help our clients reach their financial objectives. We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.

Brunch & Budget

Are you looking for a way to find peace, energy, and the life you were meant to live? At Brunch & Budget, we can help you get there. We're a fee-only financial planning firm that specializes in budgeting and expense analysis, cash flow planning for small businesses, savings plans, debt management, student loans, salary negotiations, insurance planning, investment planning, and estate planning. Our clients range from millennials, Gen X/Y, young professionals, small business owners, entrepreneurs, and freelancers. We are registered as a Registered Investment Advisor (RIA) in New York, New Jersey, Texas, and California and work with clients virtually across the country. We don't sell any products or take commissions or referral fees, so you can trust that our advice is unbiased. Life isn't about worrying about money. It's about finding your why and how to get there. That's where we come in. When you're ready, we'll be here to help you figure out how to reach that place in your life.

Wealth Over Now

Making a good income doesn't automatically make you wealthy. Wealth Over Now (WON) Financial Coaching and Education provides support to young professionals to help them make the most of their income. We specialize in assisting single young women who find themselves either spending more than they should without considering the consequences, or feel restricted from saving and investing for their future. Our aim is to help our clients gain control over their finances, make smart decisions, and prioritize their goals. Do you know anyone that could benefit from our services? We invite you to book a complimentary discovery call with us today. Wealth Over Now (WON) Financial Coaching and Education has been helping young professionals reach their financial goals for years. Our team of experts provide individualized guidance and assistance to each client. We understand the unique struggles young single women face when it comes to money and are dedicated to helping them make well-informed decisions about their finances and plan for their future. Our services have been proven to be successful in helping our clients achieve the financial freedom they seek. Schedule a free discovery call with us today to learn more.

Telos Financial

Telos Financial is a Michigan-based financial advisory firm, founded by Dennis LaVoy, CFP®, CLU®. It is specialized in providing holistic financial planning and wealth management services for Xennials, Millennials, Generation Xers, young professionals, and their families. By utilizing his experience, knowledge, and expertise, LaVoy helps these clients to reach their financial goals. Telos Financial also serves clients across the country, from Ann Arbor to Detroit. Telos Financial offers a comprehensive range of services, including financial advice, wealth management, and related services. The company's mission is to provide customized solutions that are tailored to individual needs, allowing clients to make the most of their assets while minimizing risks. Additionally, the team at Telos Financial has the expertise and experience to handle any financial challenge. They strive to help their clients make sound financial decisions and achieve long-term financial success.

Pensinger Financial

Pensinger Financial is a fee-only Registered Investment Advisor (RIA) that serves young professionals as they transition into the workforce, begin to establish careers and families. Its founder Michael Pensinger understands the difficulty of believing financial advisors have the best interests of clients in mind. Hence, Pensinger Financial works with clients to ensure there are no hidden charges or commissions, and also has a fiduciary duty to clients to look out for their best interests. Unlike robo-advisors, Pensinger Financial does not fit individuals into a box. Instead, it talks face to face with individuals to design a financial strategy that best fits their needs. It provides advice on 401(k) investments, college funds and IRA options. Furthermore, it charges for hourly financial planning services, and a small percent of assets under management for professional investment advice.

Adam Koren Financial Coaching

At Adam Koren Financial Coaching, our mission is to provide financial handholding and guidance for people who are struggling with the most difficult parts of adulting. Our goal is to empower individuals to become competent, capable, and confident in their financial decisions. We serve Oakland and its surrounding areas. Our services include helping with spending and budgeting, income and earning, debt, student loans, IRS issues, inheritance, buying a home, and couples trying to navigate different approaches to finances. Our team of experienced professionals will work closely with you to develop a plan tailored to your needs and goals.

Young & Scrappy

Young & Scrappy is a financial advisory service that provides fee-only fiduciary advice. We focus on helping young professionals, small business owners, and LGBTQ+ individuals understand and manage their finances. Our services include financial planning, financial coaching, and investment management. Our experienced team is dedicated to providing top-notch service and satisfaction for all of our clients. Contact us today for more information on how we can help you with all of your needs.