My wife and I met with Liz to review our retirement goals, and our experience through this process…read morewas exceptional. We provided some initial information ahead of the meeting and she was very prepared to review our current portfolio, provide assessments and recommendations, and give a picture into our future. She came with a vast knowledge of different strategies and outlooks that we previously were unaware of. Also worked with us through our questions and had very good perspectives and pros/cons of different ideas. Super helpful and informative! Would definitely recommend to others looking for financial planning services!

Had her as a guest speaker. Learned a lot! She was engaging and very informative! Definitely…read morerecommend.

Chris and his wonderful office manager Shannon do more than help me with my financials... They are…read morelike family... after an injury that resulted in a disability and I was unable to work for two years... they were so helpful and kind... I never wanted to draw from my retirement until needed... and I was beating myself up that I was so irresponsible... but they never made me feel bad... Quite the opposite... the cheerful cards that Shannon sent always came at just the right time when I needed a pick me up... We need more nice humans on this earth like Chris and Shannon. I'm so blessed to have them in my corner.

Chris is a great guy and an excellent financial advisor. He takes the time to understand how I like…read moreto manage my money, what my financial motivations are, and the needs of my family. I truly appreciate the unique way that he takes all of this information, adds in his expertise, and then helps me make informed decisions about my financial future that are beneficial AND make me feel comfortable. Chris has great customer service. He is easy to communicate with, I never feel rushed when talking to him, he always responds in a positive manner, and I feel like he completely focuses on the topic at hand. All of these factors make me comfortable working with Chris for the long term.

It has been an absolute pleasure working with James Pak and the whole team at Creative Planning for…read morethe past 3 1/2 years. First I would like to share that I got my degree in Finance and started off working in the Financial Services industry years ago. Unfortunately I have a neuromuscular condition that led to me getting on disability. Over the years we had worked with a couple of financial representatives - one was even family. In the end most of them did not do a good job to help us grow our assets nor have our interest at heart. So I started managing the accounts myself investing in low cost index funds with very minimal fees. Eventually I realized I needed a team to help us with the complexities of our financial situation as our portfolio value continued to grow. We interviewed a variety of financial advisors and were blown away by the comprehensive level of service Creative Planning can provide. Our financial advisor, James Pak, has been amazing to work with. He is excellent at communication and gets our questions answered no matter the complexity it may be. And he truly has our interest at heart when figuring out solutions for us. We love referring our loved ones to James and Creative Planning since he has made an incredible difference in our lives. Please definitely take the time to interview James Pak and Creative Planning. It changed our lives for the better and I know it will change your life for the better too!!

This guy isn't the one that does your taxes, he sends that off to an online agency. The only reason…read morehe offers a tax service is so he can try and get your investments. I looked into his history after having a bad experience in which we had to file extensions because he wouldn't respond, and I found that he was once investigated for not keeping his accounting up to snuff as required by the state. I should have walked away when I noticed his fake Marine Corps cert on the wall. Sorry buddy, but some summer camp doesn't allow you to call yourself a Marine, that's reserved for real Marines like me. https://dfpi.ca.gov/wp-content/uploads/sites/337/2012/03/Continuum-Financial-Partners-LLC-Special-StipulationSettlement-Agreement.pdf

Amazing service! Very responsive and knowledgeable. I have never felt more cared for and educated…read moreby a tax and legal professional. Chris makes you feel like family and ensures your financial safety. I highly recommend his services and have since referred my family, who are equally satisfied!

Rhett Beal was very helpful with helping my family with with their concerns very knowledgeable.read more

From the owner: Founded by Craig Van Hulzen in 1998, Van Hulzen Asset Management is a registered investment advisor…read more(RIA) with offices in El Dorado Hills and Jackson, CA. At Van Hulzen Financial Advisors, our team of experts listens to what matters most to you—and partners with you to make it happen. No cookie-cutter plans or one-size-fits-all solutions. We believe that every client is unique and deserves personalized planning, specialized advice, and client-centered advocacy. We’re also fiduciaries, the highest standard of conduct in the financial services industry—legally and ethically bound to always work in your best interest, never ours.

We have worked with Gary for years now! He's so knowledgeable and honest. He takes care of the…read morewhole family now.

Gary has been a phenomenal advisor and is an absolute pleasure to work with. He and his team are…read moreprofessional, timely, communicative, and knowledgable in all regards. Gary is easy going and not pushy on any topic, which brings a sense of calm to any investment strategy or discussion. Gary is calculated and experienced with his tools of strategy and execution. I enjoy working with him and will continue to refer him to business partners, friends, and family. Thank you Gary.

This Company is holding funds from stocks my Grandmother left me. They released half of what is…read moreowed to me and then when I requested the rest they blocked my number and refused to talk to me. I have contacted the Califorina State Attorney sense they will not talk to me. I would never use this company and I can tell you, my Grandmother is turning over in her grave... God rest her sole. In my opinion, this company is only looking to take your money, not help you to retrieve what is rightfully yours. I paid them. Look what it got me!

Dave was an absolute angel and helped me and my family recover money that we weren't aware was…read moreavailable to us. We had a complicated issue and he made it practically effortless. He told me exactly what I needed to do step by step and responded to every phone call and email that I sent. The cost was also less than other organizations that I had to choose from. I am eternally grateful to Dave. R. and his staff for helping me and my family. Thanks!

I have been a client of Kayle Larsen for over 20 years. He is knowledgeable and takes a personal…read moreinterest in every one of his clients. He is happy to meet with his clients at anytime, and he will always give 100% of his attention to each client.