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    Brent Blaustein - MortgageOne

    4.1 (14 reviews)
    Closed 8:00 am - 5:00 pm

    Services - Brent Blaustein - MortgageOne

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    Review Highlights - Brent Blaustein - MortgageOne

    Hanna handled a lot of the gathering of paperwork, and she was a pleasure to work with.

    Mentioned in 2 reviews

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    Autumn R  Kruse, CFP - Autumn Kruse

    Autumn R Kruse, CFP

    (5 reviews)

    Autumn made time to listen to my concerns about my current investments and make some concrete…read morerecommendations that I could act on. I liked that she works on an hourly basis and doesn't sell investments products or take any percentage. She was kind, very open, and transparent about what her investing orientation was. She even suggested that she might be too conservative for my style. So depending on what you needs are, I think Autumn might be just the perfect advisor.

    Having seen 3 financial advisors meeting Autumn was a joy and a privilege…read more Financial Advisor: #1 is a highly rated SF independent consultant that wanted $4k for a full life plan. I respected her but didn't want a full on $4k plan (really?) or did she respect my concern about the current market? No. I'm glad I left her because I still have my savings. #2 was a firm in downtown Berkeley who DIDN'T TELL ME they we're actually NOT independent (if you don't understand that last sentence go Google that before proceeding with any investments). #3 was a lovely women owned firm that ran the many tens of thousands of scenereros and said 'invest here.' Well, I don't want to, yet. And yes, thank you now please pay our $2k fee. Then I met Autumn. She's like an old friend who has your back, could care less about anything other than your well being, or thinking she has all the answers ... but what answers she has she's clear what apply to me and my situation. And she charges hourly (and I'm sure will quote you if you want X done). Since financial projecting is a math-guessing-game I like that I have a moderate, smart, kind, advisor who respects my concerns, watches out for me, and is fun to talk to. Plus she was referred to me by people smarter than me that I respect! There are a lot of people in finance who are full of themselves and it feels like you're going to the principal's office ... with Autumn I really feel like I'm with my really smart friend who cares about me not cooking my own a** when it comes to where I invest (and has given me GREAT advice so far).

    Lula Financial - Amie Shapiro - Fee Only Financial Planner

    Lula Financial

    (44 reviews)

    Financial District, SoMa

    I've known Amie for years as a performer, and after discovering they were also a professional…read morefinancial adviser, I jumped at the chance to meet with them. I've worked the last 15 years as a professional freelance musician and teaching artist, and had never met with a financial adviser, so I came in quite nervous, though eager to learn. Within minutes of our first session, she laid out some excellent core tenets for me to follow, assessed my financial situation, was realistic and transparent, suggested several easy steps for me to start. She did all this while being supportive and encouraging - allowing me space to drop any guilt or shame for having "started late" on things like building retirement savings and investments. She was professional, knowledgeable, kind, and followed up immediately with a write-up with action items for me. Needless to say, I feel infinitely more confident and clear on next steps, and I'm excited to continue working with her. Do yourself a favor and hire Amie for a financial planning meeting! It's one of the most important steps I took in adulthood and you won't be sorry.

    My wife and I engaged Amie for financial planning help to get a sense of how far we are from…read moreretirement. We found her super nice to work with, but we also ended up feeling that the service she provided was too simple for our needs. I think the level of detail in her planning would be appropriate for someone who is new to the basics of financial planning, and could be the right choice for clients who might get overwhelmed by too many details. But we ended up not feeling confident in some of her advice because we wanted to get at the underlying details. Here is an example. Aime provided us with a financial calculator to predict whether our portfolio was sufficient to generate sufficient income for retirement. This calculator was based on a single predicted rate of return in the market. We have since learned that such calculators ignore a significant factor, called "Sequence of Return Risk", which are accounted for by other calculators. When I brought this up with Amie, she said she had no objection to us using other calculators, so long as we didn't get overwhelmed. There were a couple of other examples where we would have appreciated more detail. For example, she recommended a 100%/0% stock/bond allocation. Since this is substantially different from typical advice, it would have been nice to hear more justification than she provided. Anyway, I ended up feeling that Amie is a great resource for beginners to get their finances in order. But for people further along, where there are significant risks to making mistakes, the simplicity of her approach may be insufficient.

    Exception Lending

    Exception Lending

    (41 reviews)

    Yelp Review…read more Jackie Cuneo at Exception Lending is a gem to connect with--even before any formal business is done, she treats you with care and respect. Her advice is incredibly professional yet warm, and it gave me real clarity during a stressful home financing journey. If you're looking for someone who listens and truly supports your long-term goals, Jackie is that person. I'm excited to continue this path with her. -- Rohit Behera

    Working with Jackie has been an absolute pleasure from start to finish. As a first-time homebuyer,…read moreI had a lot of questions and uncertainties, but Jackie was incredibly patient, informative, and extremely knowledgeable throughout the entire process. She took the time to explain everything in clear, understandable terms and always made sure I felt comfortable and confident with each decision. What really stood out was her ability to break down complex mortgage details and guide me through each step without ever making me feel rushed or overwhelmed. Jackie's calm and professional approach turned what could have been a stressful experience into a smooth and even enjoyable one. When I was looking into buying a second property, there was no question in my mind about who to turn to. Jackie continued to be just as responsive, insightful, and supportive as she was the first time around. It's clear she genuinely cares about her clients and wants the best outcome for them. I can't recommend Jackie enough to anyone in need of a trustworthy, experienced mortgage broker who goes above and beyond.

    Brent Blaustein - MortgageOne - financialadvising - Updated July 2026

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