My family has been banking with Banc of California, formerly Pacific Western, since 1999. They…read morehave always been able to help -- whether in person, over the phone, or through email. Jessica has been our go to banking associate over the years she is always thorough and understanding with our banking needs. We recently had to make a visit and she was ready with all necessary documents and copies -- the whole visit took less than 20 minutes. I trust this branch to continue taking care of us.

Been backing with them through all the name changes and locations. Excellent customer service.read more

Nick Neessen!! This guy is about as rude as they come. He will chase you down, like a car salesman…read moredesperate for business. Be careful.

Melanie Tanaka really cares for her clients. She is professional, friendly and knowledgeable. When…read moreit comes to retirement and finances, you want someone you can trust and Legacy Financial Group is a firm you will want to work with. I have known her since 2006 and having that relationship with someone you trust is really crucial to your financial future. Highly recommend!!

I have been a client of David's for years now, and he is the absolute best! He has guided me…read morethrough good markets and multiple market downturns and has been a rock for me the entire time I've been with him. He's also guided me through the loss of a parent with exceptional care and kindness. He has taken away so much stress from my life and made finances easy! He's always super fun to talk to and is just the best at what he does. I highly recommend him to anyone looking for a top-notch CFP.

Generally speaking, discussing the topic of personal finances and money is seen as a crass or dirty…read morething. It's just not done. You're more likely to know someone's sexual orientation these days, than how much they have in their bank account. Money is the last taboo. Our culture and media fills us with ugly, confusing un-truths about money, and there's that age-old cliche, "Money is the root of all evil." And yet, we all want Bling. Ironic. With such negative connotations surrounding us, it's no wonder many Americans struggle to understand their finances, and have difficulty creating (and maintaining) wealth. IMHO, it is easy to place the blame on banks and the wealthy for "robbing" the 99%, but true money management means taking fiscal responsibility, discipline, and a good hard look at yourself, with regards to life goals and planning. It is also about not being afraid. With money being a topic that's so sensitive, I'm pleased to advocate the financial planning services provided to me by David Rae, CFP (Certified Financial Planner). Having grown up myself filled with negative, misleading money messages from my thrifty immigrant parents, I knew, after grad school, I needed help dealing with my finances for the long term. Their attitude was always, "We don't have enough!" While that's a truth in their eyes, it wasn't an attitude I wished to adopt. So I made it a point to understand my finances: understanding how I related to money is one thing (how do you save, spend, borrow, and invest?), but managing my own portfolio is quite another. My stint working in dotcoms, with the company 'going public' on IPO, gave me my first taste of stocks...and the headaches in taxes that came with it. Now a business owner living a full life, I simply do not have the time, the foresight, the training, nor the inclination to be my own financial planner. Best to leave it to the professionals. In this case, David Rae has helped neatly steer my finances, weathering crappy economic recession and hard times, and taking full advantage of current market trends and its opportunities. All while understanding my level of risk-taking, and my future plans. David makes it simple and manageable for me to invest in my future (yes, he will continually ask you for money...TO SAVE) -- and thank God for that, because I know I can't do it by myself! Most Americans are living to 90 years of age. Have you got your finances squared away to anticipate your needs until then? If not, you ought to give David a call. His goal is to shield you from mistakes made from irrational exuberance and emotion. That said, once I signed on, I found myself sleeping easier at night. Recently, David showed me he got me 23% return on investment, in 2 1/2 years! I told my tax preparer http://bit.ly/sQVEdu this news, and she gasped in surprise, saying, "Most people are lucky to get 18% on return! You got 23%?? That's amazing!" David Rae is a keeper! Thank you, David Rae!

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!

David gave a very helpful consultation. He is knowledgeable about tax and explained in easy to…read moreunderstand way.

​​Update: I'm thrilled to share that we sold our home and purchased our forever dream home in May -…read morejust a few months after working with Michelle! ​I credit my husband for finding Michelle on Yelp, as that decision ultimately became the catalyst for achieving one of the biggest milestones of our lives. I'll never forget in one of our final sessions when Michelle said, "You could be in your dream home by this summer." Those words became a mantra that carried me through the stress and uncertainty of simultaneously selling and buying a home. Throughout March, April, and May, I repeated them often - and she was right. Today, we're living in our forever dream home and couldn't be more grateful. We're enjoying time with family​, friends​ and watching our two Labrador Retrievers swim in the pool we always dreamed of having. A huge thank you to Michelle for helping us believe this goal was possible and for giving us the confidence and roadmap to achieve it. If you're considering working with her, I can honestly say the impact extends far beyond finances--it can truly help change the course of your future.

When we first reached out to Michelle, my wife and I were feeling lost and honestly a bit desperate…read moreto get control of our finances. Living paycheck to paycheck--despite having solid incomes and no kids--was frustrating and stressful. We initially expected to walk away with a simple budget. What we got was so much more. Michelle didn't just organize our numbers--she gave us clarity, confidence, and peace of mind. She removed the fear we had around money and replaced it with a real plan and direction. More importantly, she set us up for long-term success and a stronger financial future. We truly can't recommend her enough.

I found Wealth Management on yelp. Honestly Chat GPT also highly recommended:) I spoke with Alec…read morefor about 15min, and learned more than I have in all the presentations I've ever sat through for hours. He asked a lot of questions and even though I didn't have exact figures, he gave me several scenarios that would benefit my future goals. I was so motivated after talking to Alec, I started doing my homework the very next day. Im going to take everything I learned in that 15min and put into action this year. Thank you Alec for genuinely wanting to help others

Spoke with Mr. Tuckman today and he tended to me, even on a Sunday! He called me immediately after…read moreI submitted a request through Dave Ramsey's website. I wasn't raised with much financial knowledge. Mr. Tuckman was able to cut through any complications and provided me with some footing that anyone can apply to their situation.

Great service! Came…read morein here regarding transferring my 401k balance from previous employer to my 401k balance with fidelity. They told me that branch does investments like stocks and not retirement but the employee Lazaro helped me out regardless. I had questions on the procedure on how to transfer, I did not transfer the funds today. He provided me phone number of fidelity retirement support where I called several times. This location has plenty of parking and interior looks pretty clean. It feels pretty empty inside, like not a lot of furniture, no art work on wall, no plants, etc.

As a small business owner, if I treated my customers like they have no value, I would be out of…read morebusiness. The Torrance branch needs an accountable adult. The whole culture there is in need of a cleansing. 1. Very poor customer service 2. Appointments canceled when it suits them. 3. Shame people who aren't tech wizards 4. Rude to the elderly

Very personable. I had the pleasure to speak with Ken who was able to provided clarity to all of my…read morequestions via phone. I would definitely recommend scheduling a consultation for any questions you might have with a second appointment to meet with an associate in person.

I have been a client for over 7 years. I first came for business guidance, being that I was trying…read moreto start my first business venture, a running shoe company, but from the start I seemed to get nothing but bad advice that caused me and my company to lose money, while Teshima & Co. was making money off of my business naïveté. Ken Teshima sold me on paying him to create a business document (a PPM), that cost me $6K. He never finished it, while taking 90% my money, even giving a personal friend of his some of my money, against my wishes, to provide advice on making cowboy boots. I design running shoes, and had a Nike executive willing to be interviewed for free. When I asked Ken why he gave $500 of my money to his friend for useless information, while ignoring the Nike executive, he declared he was "offended" by my question, and therefore refused to discuss the issue. Is that a "thing," if a CPA gets offended, he can continue to bilk his client without answering for himself? My company wound up failing under Ken Teshima's business guidance; he offered to close my company, which I agreed to, only to tell me later that he couldn't do it, because the government put a freeze on my company, and Ken didn't know why, and wasn't interested in doing the work to find out. In 2020, he did my taxes, the most basic tax forms possible, since I no longer had a business to write off, and over-charged me $500 for this. When I asked why it costs that much for what basically was an EZ form, he said that it was because he had to use his "brain power" to do it. It turned out that he failed to do these taxes correctly and I had to pay the IRS, getting penalized and fined for his errors. Ken didn't apologize and took no responsibility for botching my tax returns. I did my own taxes this year, got them right (as opposed to Ken not being able to do my taxes correctly), and I can tell you firsthand, that it took no special "brain power" to do it. In fact, I'd be embarrassed to brag to anyone, I used my special "brain power" to do my taxes. So, yes if you want to get horrible business advice, from someone who doesn't feel bad about bilking you, go see Ken Teshima.