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…

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