Ekenna CFP®, AAMS® at Bay Street

4.9 (21)
From Oakland, CA
SinceOctober, 2021

About
of Experience in Financial Planning

As a black-owned Registered Investment Advisor, Bay Street Capital's Director of Planning and I aim to make financial planning accessible to everyone. My mission involves helping clients to create and attain their financial goals through transparent and active communication, as well as being a fiduciary. My qualifications include being a CERTIFIED FINANCIAL PLANNER™ and an Accredited Asset Management SpecialistSM. I have also gained more than 5 years of experience in the financial planning industry.
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Reviews

Service as described 5.0
Communication 4.9
Punctuality 4.9
KD
I am grateful for his willingness to teach me while we work together. He was patient with my numerous questions and receptive to any ideas I presented. With this positive experience, I am certain that our professional rapport will endure. I wholeheartedly recommend him.
February 15, 2023
MW
I highly recommend Ekenna for his thoroughness and excellent strategies in helping you achieve your financial goals.
October 19, 2022
RM
Our admiration for Ekenna is immense. He is the go-to person for all things related to finance, and we rely on him for everything. From investment guidance and booking travel arrangements to providing education on wise financial decisions and ensuring we stick to them, Ekenna does it all. For those looking for a specialist in managing investments, credit advising, or finance in general, look no further than Ekenna. We communicate with him twice monthly to develop a clear strategy to continue expanding our financial freedom. Do not delay in entrusting your finances to Ekenna.
July 1, 2022
MM
Our lives have been enriched by Ekenna's presence. Despite having worked with him for only a few months, he has guided my partner and I towards making informed decisions regarding our future and that of our children. We are in awe of his responsiveness, as he is always available to answer our questions and meet with us multiple times a month. I have never had a financial planner or any professional function as efficiently as Ekenna. Without a doubt, he is the best we could have hoped for. In a year, I will provide an update on our progress.
April 13, 2022
KM
Uncertain where to begin seeking general financial guidance, Ekenna was exactly what I required. He was candid and straightforward, explaining things in an easy-to-grasp manner that made everything seem uncomplicated. Thank you, Ekenna!
January 2, 2022