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).

After experiencing Shelly's care for my needs in my retirement I realize that I can recommend…read moreShelly to anyone! Her attention to my needs is very high and articulate and I could not appreciate it more.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

I recently took a class offered by this company through Santa Rosa Junior College. No sales pitch,…read more fully transparent, just out to teach people a little about investing in later years . Boy, do they know their stuff, I learned so much about retirement strategies in this class. Really knowledgeable honest people.

My wife and I own a business and some real estate and want to retire in a few years. Brian and his…read moreteam met with us and quickly shifted these investments down to the key metrics to help chart a course to retire at our present lifestyle. There were no strings attached...Brian is a certified financial planner and uses 'state of the art' technology to quickly determine best and worst outcomes considering our tolerance for risk. Very impressive...plan to make them part of our professional advisors.

I've had the pleasure of working with Jason Diaz and Oculus Financial Group for over a year now. He…read moreand his staff have helped my family with everything from our Estate Planning issues to the management of our portfolios. He takes his time and explains the intricacies of the markets in layman's terms. His staff is attentive and very responsive when we've had questions or needed additional paperwork completed. Thanks Jason, Nikki and the rest of Oculus' staff!

Jason Diaz has been my financial advisor for several years now. He has always gone above and beyond…read moreto make sure I understand all the intricacies of my portfolio and what I need to be confident in my retirement planning. When he started Oculus Financial I was happy to move my assets with him. He works hard for his clients and does not take their trust in him or his company lightly. He treats treats all with the same care and respect .

Has been our account for over 30 years. Personable.Reliable and honest answers to any questions. Is…read moretrustworthy too.

There are a lot of CPAs in town so why this one? They are…read morethorough, fair, educated, prepared and take the time to walk you through your taxes. I would not hesitate to send any one to them for assistance. Don't hesitate. Go to them for your taxes

Will I ever be financially independent? If so, when?…read moreHow can I make that happen sooner? Mark Zaifman at Spiritus was the first person out of three attempts who answered my questions with a clear explanation and without pushing a product. After helping me to define financial independence and assessing where I was, Mark drafted a plan, which we revised together. That plan provides me with a map for getting where I want to go. Mark made it clear that the plan is dynamic and that he'll stay the course with me. I have a ways to go, but I feel confident about achieving the goal. I'm grateful for the peace of mind. Jackson P Licensed Clinical Psychologist Washington DC

From the owner: Spiritus Financial provides fee-only comprehensive financial planning. Whether you are just…read morebeginning the financial planning process, seeking objective independent investment advice or starting to plan for your golden years, we can help. We guide you in preparing for a sound financial future - and peace of mind.

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.

I met with Benjamin because I had a specific tax planning question and was exploring the idea of…read moreworking with an advisor. He took the time to ask questions and understand my situation and my needs He basically said "you don't need me, but go talk to my accountant." No sales pitch, just straightforward advice. None of that gut feeling you get when someone is trying to sell you something that you don't understand or don't think you need but you go along with anyway because they're the "expert." Benjamin will be my first call whenever I do need a financial planner.

Seriously, it is time to fire your financial advisor if they are charging a percentage of your…read moreassets. You deserve a fiduciary who is focused on your needs, not their ongoing cut. I started working with Benjamin after a major life setback and felt completely lost. He grabbed my hand and helped me take the financial steps I needed to regain control of my future. He is kind, compassionate, and truly encouraging. He helped me make important adjustments to my finances that I should have made years ago. What I appreciate most is that he does not overcomplicate things to make you feel dependent on him. His goal is to educate his clients so they can take the reins themselves.

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.