ThePiedmont CityScoop

Financial Advisor News
Piedmont, CA

Oakland, CA | Financial Planners East Bay Area Assist with Debt and 401(k)

Sometimes a client will need help with tackling debt liabilities. While debt can be overwhelming, it is important to get organized and figure out what debt needs to be paid, when it needs to be paid and how to pay it off. Our clients, Jack and Janie, who are in their 40s, came to First & Main Financial looking for help on how to start eliminating their…

Oakland, CA | Best Financial Advisors Oakland CA; Plan with a Reverse Mortgages

Enhancing Retirement Income with a Reverse Mortgage: Reverse mortgages are an important tool in the retirement income toolkit. An existing client of ours recently decided it was time to retire. He is 68 years old and he and his wife were concerned about unforeseen expenses during retirement and nervous about market volatility with markets currently cl…

Oakland, CA: Best Asset Management Firm for Women Advising Women on Finances

According to the Bureau of Labor Statistics, women represent 31 percent of U.S. Financial advisors. Additionally, only 23 percent of CERTIFIED FINANCIAL PLANNER™ professionals are women according to the CFP Board’s white paper, “Making More Room for Women in the Financial Planning Profession.” With not that many women advisors out there, it may seem diffic…

Oakland, CA | Best Financial Advisor Bay Area; Planning with Restricted Stock

Like many of our clients, Mark works at a Bay Area start up company that compensates employees with stock options, restricted stock units (“RSUs”) and the opportunity to participate in the Employee Stock Purchase Plan (“ESPP”). He and is wife Lee, who are in their 40s, came to First & Main Financial looking to verify they were on the right path to meeting t…

Oakland, CA | Asset Management Expert for RSUs in the East Bay

Planning for the unknown can be challenging, but projecting lifetime cash flows through thorough analysis and well-developed assumptions can go a long way in clearing up an otherwise murky situation. Recently, Jim and Sandy came to First and Main Financial seeking financial assistance. Their focus was to gain a better understanding and become more comfort…

CityScoop is the top ranked local business news network in the United States. Established in 2008, CityScoop has been providing local communities with high quality news about local businesses and their most recent projects.

About Cityscoop
ABOUT THE AUTHOR

LOCAL EXPERT

AUTHOR & CONTRIBUTOR
Profile Avatar Click to view Author Bio

CS Test Dh

Lorem ipsum

Leave a message

Please wait...

Location

89 San Leandro Boulevard,
San Leandro, CA 94577, USA

(Get Directions)

89 San Leandro Boulevard,
San Leandro, CA 94577, USA

Recent

ABOUT THE AUTHOR

BIO: Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.