Flat-fee financial advisors working with the sandwich generation in Oakland, CA

Michael Britton is a Series 66-credentialed advisor with PlanMember Securities Corporation, based in Alameda, CA, and has four years of industry experience. Prior to joining PlanMember, he worked at Raymond James Financial Services Advisors and has held a director role in supply planning and co-manufacturing at Peet's Coffee since 2017. Outside of his advisory work, he maintains a self-employed practice focused on investment-related insurance services. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, focusing on ERISA Section 3(38) fiduciary responsibilities and participant-level investment options. The firm employs a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios, while offering education and support services including seminars and personalized retirement planning.

Corey Hayashi is a CFP® and Series 66-registered financial advisor with Edward Jones in Alameda, CA. He has 15 years of industry experience and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and over 23,700 financial advisors nationwide. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Edward Kofman is a financial advisor at OSAIC with 40 years of industry experience. He holds the CFP® designation and has worked at Royal Alliance Associates and Cal Cap Planning, among other firms. Kofman serves on several nonprofit boards in Alameda, including as president of the Alameda Community Fund and treasurer for the Temple Israel of Alameda Foundation. He is also a financial educator and a wedding officiant. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, and charitable organizations through a large network of advisors. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk management, and access to third-party money managers and unified managed accounts.

Todd Wellnitz is a financial advisor with Legacy Wealth Management, LLC, based in Alameda, CA. He has one year of industry experience and has been with Legacy Wealth Management since 2024. Prior to this, he has been involved with Wellguard Insurance Solutions, Inc. since 2010. Legacy Wealth Management is a multi-advisor firm serving individuals, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, financial consulting, and planning through a multi-team platform, emphasizing tailored strategies and continuous account monitoring.

Kevin Kennedy is a CFP® with 28 years of industry experience and the principal of Kevin Kennedy, LLC, where he has worked since 2004. He also serves on the Board of Directors for Bank of Marin Bancorp. Additionally, he has been employed by the City of Alameda since 2000. Kevin Kennedy, LLC provides comprehensive financial planning and investment advisory services to individuals, pension plans, and not-for-profit organizations, utilizing SEI-managed account programs and model portfolios for asset allocation and investment selection. The firm primarily offers non-discretionary services and focuses on retirement plans and institutional clients.

Tracey Hayes is a ChFC® and Series 66 licensed financial advisor with 14 years of industry experience. She has been with Edward Jones in Albemarle, NC since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Michael Plesh is a Wealth Management Advisor specializing in retirement planning and tax-efficient wealth management services. He works primarily with successful professionals approaching retirement, helping them assess their readiness and develop strategies to generate income, manage Social Security benefits, and minimize taxes. His expertise centers on the Personal Wealth Analysis® process, which he developed to help clients piece together their financial puzzles and create straightforward, understandable plans. Michael holds the CERTIFIED FINANCIAL PLANNER® designation and the Personal Investment Advisor credential. He earned a Bachelor's Degree from the University of Southern Maine. Additionally, he has been named to the Forbes "Best-in-State Wealth Management Teams" list in 2023, 2024, 2025, and 2026. Based in Gilbert, AZ, Michael serves clients nationwide through Merrill Lynch Wealth Management. Outside of work, he enjoys camping, golfing, and spending time with his family.

I believe that everyone should have access to a professional advisor who understands their needs and can help them achieve the lifestyle they desire. As a financial advisor, I am dedicated to learning about your personal goals and using them to build a retirement plan tailored to your unique situation. NexJenn Financial Services was founded in response to the demand for financial planning from my tax clients. Often squeezed between spending for their kids’ education, caring for an elderly relative and saving for their own retirement, many were anxious about their financial future. I have enjoyed helping my clients find a balance and focus on building a strong financial future. I am a CPA® and CERTIFIED FINANCIAL PLANNER Professional®, as well as a Retirement Income Certified Professional®. Additionally, I am a member of the National Association of Personal Financial Advisors and the XY Planning Network. In my spare time, my husband and I volunteer at a homeless shelter. I also love to bike and travel and am an aspiring photographer. I have been married for 30 years and together with my awesome husband, we’ve raised three awesome kids.

Charles Lee is a financial advisor at Lexington Avenue Capital Management, LLC with nine years of industry experience. He holds a Series 65 designation and has been with Lexington Avenue since 2020, following seven years as a self-employed advisor. Lexington Avenue Capital Management provides portfolio management, financial planning, and pension-consulting services to individuals, trusts and estates, small businesses, retirement plans, corporations, and nonprofit organizations. The firm employs a long-term, diversified investment approach using low-fee passive mutual funds and ETFs, while incorporating behavioral finance insights and tailored recommendations based on clients’ broader life circumstances.

As a Certified Financial Planner®, my goal is to help you take charge of your finances without the lecture, just practical advice. My approach provides the tools and know-how to handle your money like a pro, no spreadsheets required (unless you’re into that sort of thing). You’ll walk away making confident financial decisions without second-guessing yourself. You’ll get a custom financial plan made just for you by a CFP® professional, but we don’t just hand it over and wish you luck. We’ll help you actually put it into action, so it doesn’t just gather digital dust.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Hassan Al Kadhimi is a financial advisor at LPL Financial with two years of industry experience. His work history includes roles at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is registered with Series 65 and Series 63 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

Amanda Scheele is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is involved with Lucky Duck, a venture she has been part of since 2025. Raymond James & Associates, Inc. is a large registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.