We have been going to Gilbert for a couple of years now. My hubby retired 7.1.22. Gilbert made our…read moretransition easy. Let us know what we need to get together, Stocks assets et cetera. Once together, he put it into a plan that makes so much sense. I'm definitely pleased.

My family and I work with one of the founders Gilbert Cerda for the last 3 years…read more Gil has allowed us to better plan financially- from budgeting, taxes, investment strategy, to overall financial health - Gilbert and his team were there. We have then been able to graduate to be able to optimize our investment portfolio. We are saving more and putting our money to work. Gilbert and his team are warm and attentive but the best thing I like about Cerda Advisors, aside from being a Trojan, is the level of trust I have for them and knowing they are doing whats best for me and my family. That's priceless. I highly recommend.

It's hard to find someone that genuinely wants to help you succeed- specially in the financial…read moreworld. Eva is proof that good people still exist. She's not only great at what she does, but she shares her knowledge to empower you with confidence in your finances- no matter where you're at. Thanks to Eva I no longer fear what my retirement will look like and I have a healthy relationship with the concept of money. Do yourself a favor and spend one hour with this financial genius- it'll be a priceless investment for your future! p.s. I highly recommend her Financial Bootcamp. Smartest 5 Tuesday evenings I've ever invested in and for my life. ¡Gracias Eva! #WorthyOfHavingItAll

The first consultation was great. I do not live in California and she was able to adjust her…read moreconsultation to be done over Zoom. However, after the consultation her follow through and communication went down hill. She said she would send me follow up resources within two weeks and I did not receive anything (a month at this point). My follow up appointment was cancelled same day due to double booking. I returned the call and left an voicemail to reschedule and also brought up never receiving the resources. It's been over a week and no return call or email.

Very polite and very professional, Michelle was excellent and answered all of our questions. She…read morewas so engaging, she made us feel like we had been going there for years. Top shelf service.

This place is great, have gone here 3 times with my life partner. We have made so much money from…read morethe refiling/amending of our taxes. They do a thorough job and will get you what you want and then some. Never using turbotax again hes got lifelong customers now.

Working with Kyle Clark has been a standout experience from start to finish…read more After a deeply frustrating experience with another financial advisor program, I was cautious about starting over, but working with Kyle has been a complete 180. From the start, Kyle was thorough and patient. He walked me through transferring all of my existing funds, helped me establish clear savings goals, and gave me concrete, actionable guidance I could actually act on. What impressed me most was his timing: all of this unfolded during a period of significant personal transition for me, and he handled every step with professionalism and calm. The results have spoken for themselves. My portfolio has reached record highs, and for the first time, I genuinely feel in control of my financial future. If you're looking for an advisor who is competent and steady under pressure, I can't recommend Kyle highly enough!

I've pretty much exhausted my ability to manage my retirement account now that it's entered…read more"Antihistamine money" territory (It's nothing to sneeze at) so I thought it would be a good idea to hire a fee-for-service fiduciary to look over my multiple accounts and give me some advice. Which ones do I combine? Am I investing too aggressively or not enough? What the heck is this fund? Nick Licouris did a fantastic job - we met twice, and he mapped out a detailed roadmap for me to get my financial house in order over the next few years, explaining everything in plain English anyone could understand. He confirmed I was headed in the right direction, but also pointed out a few things I was unaware of. He also correctly predicted how many hours it would take, so the cost was no surprise. I am very, VERY pleased with the results and I've recommended him to others and will probably hire him again, once I've executed the plan.

Be careful with this company they charge me $700 and cancel my insurance they didn't let me until 2…read moreweeks after they supposedly refunded my money in a check via mail is been almost a month and a half and haven't get the check I was their customer for over 5 years. They actually did me a favor by cutting my insurance I called progressive and paying half the amount I was paying here. I'm so glad just waiting for my check to arrive btw this is not the first time they do this to me last time was a bit over $200 now is $700 watch out with them

After I called an spoke to Angel Estrada about ending my coverage because I found a better price…read morewith another company, was told by Angel to email the request ,so I did the last day of coverage was june 29th. Here it is July 10th I check my account , allstate took out 302.96 100% without my approval when I called and asked why they took my money out knowing that I was parting ways with allstate. He seemed foggy about the whole thing despite talking with me on at least 3 occasions prior to the last. This person Angel should not be handling money matters and should learn that when you give someone your word that you're going to do something, then you should do it . This person Angel turned out to be a thieving, untrustworthy boldface liar, OH by the way would not give me the manager or supervisors name. I thought I'd start here before contacting the better business beuro and the state insurance commissioner.

My husband and I went through several realtors before finding Tom/TLC. We enjoyed working with…read moreTom because he is honest and operates his business with integrity. Tom and his staff were always on top of things and very responsive. We plan on purchasing an investment property in the next year and will be using TLC for this venture. Thanks Tom for all your help!

Couldn't have had a better experience! Tom was amazing from day 1. He is professional,…read moreknowledgable, and a negotiator. He knows his areas and goes above and beyond to get the most for his clients. He met me around my schedule...weekends and Holidays included. Offer was accepted with his expertise and I was in my new home within a month. He was available to answer ALL of my questions and stayed in close contact with me throughout the entire process. He dealt with my lender, inspector, appraiser, listing agent, seller, and escrow co. Constant communication with cohesiveness and smooth sailing throughout. Thank you, Tom. Best decision I made for my first home-buying experience. I look forward to the next!

My wife and I went for a free consultation several years ago and met with financial planner Anna Li…read moreCastro. Anna Li Castro provided that piece of mind they we were on the correct path with respect to our retirement goals. I would not hesitate recommending Anna to both family and friends for all your financial needs.

Anna Li Castro is truly the best. She is knowledgeable and cares about our needs. If you are…read morelooking for a great financial advisor, choose Anna. Let me also add Jill Prochison who manages the office so efficiently and is a blessing to us when we come to the office.

I used Natalie again for a different matter. And she really helped me out again. She is very nice…read moreand professional I highly recommend her.

Natalie came to our house to sign our closing docs with us for our refinance. She was very…read moreprofessional and very efficient and explained everything to us. After we signed I asked her if she could come back and sign a grant deed for us another day and she offered to do it then and there for free since she was already there. My spouse is going to meet with her next week and look into purchasing life insurance. Thank you Natalie.