LULA FINANCIAL

4.7/5 (63)
NameLULA FINANCIAL
Address66 Franklin Street 3rd floor, Oakland, CA 94607
City
Category
Phone +1-415-637-5087  
Email ID
SpecialityFinancial and Retirement Planning, IRA/Roth IRA, 401k Management, Student Debt, IPOs, Restricted stock units, employee stock purchase plan, Stock Options, College Savings, Tax Guidance, Debt Consolidation & Life Insurance
AboutLula Financial is a fee-only investment advisory and a fiduciary located in Oakland. Benjamin is the owner of the firm. Benjamin is a fee-only investment advisor with an MBA in finance. His team expertise in investment strategy. They work with their clients to strengthen their finances. They understand how the capital markets work and how best to align personal goals with financial ones. They make a financial plan on how to get from where you are to where you want to be.
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