Modern Financial Planning

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344 Thomas L Berkley Way # M10
Oakland, CA 94612

Specialties

Financial planning for young families, tech employees and medical professionals.

Reviews

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5.04 reviews
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Tom O.
3/23/2021

Mike is a consummate professional. He has a genuine interest in his clients needs and is not afraid to challenge them to take control of their finances. Mike is clearly a student of wealth...

Ashley F.
2/16/2022

Dealing with financial stuff does not bring me joy, so I'm very fortunate to be able to work with Mike. Not only does he know everything I need him to know, but he's easy to talk to and I never...

C. Morley S.
6/30/2021

Mike is knowledgeable, professional, articulate, and responsive. He conducted a financial review for me and my husband and helped answer all our major questions about how to meet our long-term...

Brian B.
12/23/2020

Establishing a relationship with Modern Financial has been invaluable to my financial goals. Mike Troxell, founder of Modern Financial, is tremendously knowledgeable, an expert in his field and...

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