Find the Certified Financial Planner™
Who's right for you.

Andrea M. Hamilton, CFP®

Protected Investors of America

1008 Grace Ct
Alameda, CA 94501
Phone: (510) 337-0893

Household Income Minimum: $0
Investable Asset Minimum: $100,000

Specialties
  • Comprehensive Financial Planning
  • Budget & Debt Management
  • Attending College
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Charitable & Planned Giving
  • Asset Allocation
  • Cross-border Planning
  • Career Change
  • Estate Planning
  • Investment Management
  • Getting Divorced
  • Mutual Funds
  • Insurance
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Starting a Family
  • Sudden Wealth
  • Nontraditional Households
  • Special Needs
  • Women's Finances

 

How Planner Charges

Considerations: I typically provide financial planning and asset management services on a fee basis. Hourly consultations are available as appropriate.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.