FM
Financial advisor · Piedmont, CA
First & Main Financial Planners
Personalized financial planning for retirement, windfalls and college savings
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Socially responsible financial planning and values-aligned investing5237 College Avenue, Oakland, CA
Ella Financial Advising is a financial planning firm focused on socially responsible and ESG investing. Its services include personalized financial planning and coaching, socially responsible investment management, impact investing, tax and estate planning, retirement planning, philanthropic advising, and trustee advisory services for people who want their money to match their values.
The firm works with clients over the long term to build a plan around their goals and values, and it offers a particular focus on the needs of women and the LGBTQ community. Founder Ella Taylor is a Certified Financial Planner and a certified coach. The office is at 5237 College Avenue in Oakland, and clients can schedule an introductory call through the website.
Personalized financial planning for retirement, windfalls and college savings
Back-office and practice management support for independent financial advisors
Tax-smart financial planning for mid-career professionals and families
Listing your business here is free. Featured is $49 a month: