Company Overview
Company Name
Modern Family Finance
Address
1999 Harrison St #1800, Oakland, CA, 94612, United States
Website
modernfamilyfinance.comPhone
(415) 295-6206Approx. Annual Revenue
$1.8M
Employees
8
Established
2016
Google Reviews
5.0 (25 reviews)
Google Business Category
Financial planner
About Modern Family Finance
Modern Family Finance is a financial planning firm based in Oakland, California that provides expert advice and guidance to women and LGBTQ+ professionals. The company aims to offer a personalized, supportive approach to help clients lower taxes, invest mindfully, maximize equity compensation, and achieve their financial goals.
Business Profile
Read from the Modern Family Finance website on Oct 13, 2026. Hover an item to see the exact wording it came from.
Licenses, certifications & awards
- Certified Financial PlannerAward winnerIndustry certified
Ownership (as declared by the business)
About the website
- Website quality (AI-assessed)
- 8/10 · Current blog posts from 2026; Detailed service and pricing pages
- Footer copyright year
- 2023
Recent changes
What changed on the Modern Family Finance website and Google listing, as detected by Coldlytics on each visit.
Google reviews went from 22 to 25
Coldlytics tracks changes like these across millions of businesses, so you can reach companies the moment they add a pixel, start hiring, or switch software.
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