A free 45 minute session with Joe really provided me with great insight into my financial life. I left with clear goals on what I needed to do and how to better improve my situation to quickly reach my goals. I will be booking more appointments with Joe in the future to ensure that I'm still meeting my goals later on. read more

My husband and I had our first financial session with Joe and we cannot thank him enough for his guidance and expertise when it came to understanding our stock options! He took his time to understand who we are, what our priorities are, and what our financial goals are for the future. We look forward to partnering with him in the future! Thanks Joe! You're the best! read more

Joe has a very informative webinar every month and after attending a couple of them I scheduled a 30 minute call with him. My wife and I are both relatively early in our careers and we wanted to make sure we were on a good path with our savings. Joe was able to look at our information and gave us some items to think about we hadn't considered before. He was able to help explain some tax rules when it comes to RSUs and ISOs and also recommended and accountant for us to talk to. Overall, it was a very valuable session for us and gave us some solid action items to take away. read more

My husband and I started a new business within the year and so wanted to begin creating a long-term financial plan. We reached out to a number of businesses on Yelp and Joe was the first to reply. Within minutes we were set up with a time the following week. During our call Joe took the time to get to really know us, our current finances, our values and our goals. He was completely honest with us letting us know that at this time he would be doing us a disservice by advising us because we needed to focus on continuing to grow the business and adding more to our emergency fund. We were so grateful not to be sold on something and to be given the reassurance that we were already on the right track. I feel confident that when the time comes for us to re-look into an advisor, Joe's name will be one of the first that comes to mind. Thank you Joe! read more

My wife and I had recently a free 30 min consultation with Joe for assistance with a retirement planning. Joe was extremely professional, and a good listener. Though retirement planning is not part of the services he offers, when asked a question on company stock options, he was open to give some good advising to us as and at the end he provided us a couple of good contacts to continue with our search for a good retirement planner. We will go back Joe next time we need one of the services he offers read more

I recently started working at a large company in the Bay Area, and have never had any finances to manage before I started at this job. I received a free 30 minute consultation with Joe, who happens to be married to a coworker of mine, who was very friendly and helpful! I basically told him I had no idea where to start and that I wanted a better understand of all of my accounts, and where to focus my investments based on my current plan. In 30 minutes, Joe provided me with a TON of information, and left me feeling much more confident about the direction I'm headed in. read more

Joe is one of the best financial advisors I have sat with. He really goes into detail in helping you understand any question(s) you may have by walking you through and teaching you VS just giving you the answer and you being more confused. He is very knowledgeable and meets you at your level of experience towards your money goals! Easy to talk to as well. I highly recommend reaching out to Joe! Thank you so much again for your time Joe! read more

I reached out to Joe for some tax advice related to ISOs. In the free 30 minutes consultation alone he gave me a lot of excellent advice. As another reviewer mentioned, I found Joe to be very genuine, helpful and knowledgeable and I would definitely recommend him to anyone looking for a financial advisor. read more

I received a free 30 minute consultation from Joe and he was very genuine, helpful and knowledgeable with all of my questions. He definitely knows what he's talking about and he's true to his word about no sales pitch. read more

We were looking for an independent wealth advisor, since I worked at Schwab for 7 years I am familiar with the many offerings of help that individual investors receive. After interviewing two candidates we chose Joe and just completed an on boarding process where we looked at everything from an objective and fact based view. My husband and I couldn't be happier. We now have clear objectives, are well informed on what to do and not to do, we have looked at our expenses with a view to retirement and know what to do there. Joe provided a structured and educated way to work through all the aspects of a financial plan without overwhelming us, and he did it with a dose of humor! I look forward to continuing to work with him as we drive for our financial objectives. read more