
I worked with Amie earlier this year effectively to get a second opinion on how my financial savings had been going over the past 10 years, and get opinions on what I could / should adjust. I...
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Lula Financial, based in Oakland, CA, specializes in financial planning tailored for individuals and couples who find traditional financial planning daunting. As fiduciaries operating on a fee-only basis, they emphasize a clear, step-by-step approach to help clients identify their current financial situation and desired goals.
Offering a range of services including retirement planning, budgeting, and tax guidance, Lula Financial develops personalized plans to navigate diverse financial challenges. Their commitment to transparency and structured support aims to empower clients to achieve financial stability and avoid pitfalls.
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I worked with Amie earlier this year effectively to get a second opinion on how my financial savings had been going over the past 10 years, and get opinions on what I could / should adjust. I...
I highly recommend Benjamin at Lula financial. He saved me during a very stressful time when I was in a bind with my mortgage while in escrow on my first home. He's smart, thoughtful, works...
My wife and I have had the pleasure of working with Benjamin for the past two years. My father passed away and left me with some money that, if managed correctly, could assure my family a...
Was considering calling here, but the part of their website that says "you'll die poor and alone" is mean.
Benjamin Packard has been an incredible financial advisor for us. He has a way of making us feel confident about the financial decisions we make, ensuring we always feel informed without ever...
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