Balance Financial Planning LLC

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5438 Shafter Ave
Oakland, CA 94618

Balance Financial Planning, LLC is a fee-only financial planning firm based in Oakland, CA, dedicated to providing unbiased and practical advice to individuals, families, and small businesses. Specializing in comprehensive financial planning, investing, and cash flow management, they help clients grow their wealth and achieve their life goals.

With a focus on understanding each client's unique financial situation and goals, Balance Financial Planning, LLC offers flexible pricing and no asset minimums. As a fiduciary firm led by Cheryl Vesely, CFP, they prioritize the best interests of their clients, ensuring personalized solutions tailored to individual needs.

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5.02 reviews
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TL L.
2/19/2017

We retained Cheryl Vesely for help in our retirement planning. She is honest, thorough, extremely knowledgeable and fun to work with. She also communicated clearly, answered all of our questions...

Kelly M.
6/6/2017

Cheryl is amazing. She was somehow able to untangle our complex financial situation and communicate with us about the best ways to invest while being really easy to talk to and very cost...

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