A few years ago, after receiving an inheritance, I spent a great deal of time researching and…read moreinterviewing fiduciary financial planners. Since we had never needed one before, my husband and I wanted to be sure we were making thoughtful decisions for our future. We ultimately chose Patrick, and we couldn't be happier with that decision. His focus on sustainable investing made him stand out even more and aligned well with our values. Patrick is not only highly knowledgeable and professional, but also approachable, thoughtful, and easy to talk with. Nearly three years later, we remain extremely pleased with both his guidance and the results. The addition of Rachel Strong to the team has been another positive development. She has been wonderful to work with as well, and together they provide outstanding service and support.

My husband and I were looking for a financial advisor after years and years of trying to manage it…read moreon our own. We needed someone we could trust, that can help organize our finances, set up some estate planning, and overall improve our financial literacy. We're so happy to have found Impact Fiduciary and to work with Chris whose always made sure we are set up for success. He's extremely knowledgable and patient in walking us through what financial decisions need to be made, and exactly what we sign up for as we look into certain investments. He's great at keeping up with us, even when we tend to lose sight of our goals or meetings. We've been fortunate to see a lot of growth after working with Chris, and it's assuring knowing we're investing with those who have similar values as us. Looking forward to working with them for years to come!

This is my second review of Excellent Financial, I continue to be impressed with the level of…read moreservice I've received. Armando, who did my taxes, is very knowledgeable, friendly and professional. Everyone I've come in contact with, including the receptionist has been super friendly and courteous. If you want someone who knows all lot about taxes, definitely choose this company.

I have been going to Armando and Jordan since 2017 when I had my business. They have ALWAYS been…read morepatient with me as I ALWAYS extend to October and turn in all my tax paperwork 1-2 days before the deadline. They are ALWAYS happy to help and they have taken care of my business and personal taxes better than anyone else I have ever used in my life. Everything they do is online so an office visit is not really necessary and it's extremely convenient. They are professional and friendly and I recommend them to anyone looking for a good accounting firm that knows what they are doing without putting you or your business at risk.

Ryan is a kind, honest, and communicative financial advisor. I have recommended him to several…read morefriends and family members. He has taught us so much about money, and has really assured us that we can achieve our goals. My husband and I are both risk adverse hard-workers. We always err on the side of caution, while trying to align things to our own personal beliefs. Here are the best things about working with Ryan for almost three years: - He takes on the work of researching and organizing information for major purchases and life events. You describe your wants, needs, and concerns, and he can help guide you towards the best decisions for your family financially. He put things in visuals and charts! - He is very understanding. Personally, I don't want to invest in things that have to do with guns or war. He ensure this. - He knows a lot about trends and long term things. He's been a well-trusted financial planner for years. I trust professionals over myself in most situations, and your money is definitely something that could use a professional's opinion. Ultimately, he presents information in a non judge mental manner for you to make your own decision, but I appreciate his knowledge. - Flat Fee. That's it. He is a fiduciary and he's in the business of helping you make the right decisions. If you're on the fence, try it (if it's financially something that works for your budget and lifestyle). This is the opinion of a non financial planner investment person.

I had never had a financial planner before, and after researching/interviewing a few firms, I am…read moreglad I chose Ryan. He is a "fee only" advisor -- which means he doesn't get a commission for selling you financial products that are advantageous to him. He put together a simple, doable plan for achieving my financial goals. He clearly explained my different options, and the pros and cons of each. The way he spelled things out makes it very easy for me to focus.

Been with GK since Day 1. Best financial decision I ever made was to believe in Danilo Kawasaki. My…read morekids and grandkids will be grateful for that decision someday!

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!

My husband and I recently reached out to Earl from Wealth Arc Investments to explore setting up a…read morefinancial advising session, and we couldn't be more impressed with the experience. From the moment we connected, Earl was incredibly generous with his time, spending a full hour walking through our unique financial situation in detail. He took the time to truly understand where we're at, asked thoughtful questions, and offered a wide range of insightful recommendations tailored specifically to us. What really stood out was his ability to clearly explain technical terms and concepts that had confused us for years. By the end of the call, we felt more confident and informed than ever before. To our surprise, Earl didn't charge us for this initial session, which speaks volumes about his character and commitment to helping people. When we asked about his rates moving forward, we found them to be very reasonable, and we absolutely plan to return once we've implemented his advice. You can easily tell once you meet with Earl that he is genuine, highly knowledgeable, and truly cares about the people he works with. If you've been considering working with a financial advisor, we highly recommend giving him a call. He's an incredible resource and a wealth of information.

I had the opportunity to speak with Earl on the phone for nearly 30 minutes yesterday and I cannot…read morerecommend him highly enough! I had two main questions / concerns about my finances that had been weighing on me, and he took the time to clearly and patiently explain everything in a way that felt accessible and empowering. He gave me truly 10/10 advice completely free of charge, which honestly feels rare these days, especially when it comes to money. It's clear that Earl genuinely wants to help people and is not just in it for himself. That level of integrity and generosity really stood out to me! I will absolutely be referring others to him and will not hesitate to reach out again if and when I need more guidance. Thank you Earl!

Working with Michelle has been truly transformative for me and my husband. Over the course of six…read morethoughtful and intentional sessions, she helped strengthen not only our finances, but also our mindset and confidence around money. With each meeting, we made meaningful progress. Michelle helped us see clearly where our spending was going and guided us in creating a realistic, sustainable budget that still allows us to enjoy our lives while saving toward our biggest goal--purchasing our dream home. What once felt far off now feels achievable much sooner than we expected. Perhaps the most valuable part of the experience was the confidence and clarity Michelle helped us build as a couple. Our conversations around finances are now more productive, aligned, and positive than ever before. We're only a week out from our final session, and already feel the impact of the work we did together. I'm excited to look back in 3 months, 6 months, and a year from now and see how far we've come thanks to Michelle's guidance. I can't recommend her highly enough.

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 was invited by a friend to attend a financial planning dinner as their guest. Everything seemed…read morefine at first. Yasmin, who handled communications, confirmed my name, phone number, and email, and even texted the day before to confirm that the event started at 6:00 PM. Great, or so I thought. That's where things went downhill. The event was supposed to take place at a well-known restaurant, which sounded straightforward enough. I got stuck in westside traffic and arrived at 6:05 PM, only to find that the restaurant host had no idea who Yasmin was. He searched through all their reservations while I double-checked my texts to make sure I was at the right place. That's when I noticed a new message from Yasmin, sent three hours before the event, saying that guests should arrive by 5:45 PM because "doors close at 6:00." There was still no check-in instructions or company name provided, which made it all the more confusing. When the host finally figured out where the event was happening, he escorted me to Yasmin at 6:09. I explained the situation, but instead of understanding, she was incredibly rude and dismissive. She told me that the doors closed and I couldn't come in. When I tried to explain that I had been at the host stand asking for her and that the staff didn't know who she was, she cut me off and said, "You're just the guest" and your friend who was invited is already here, "you'll have to leave". That comment was uncalled for. I had driven an hour in traffic to attend, and, ironically, I wasn't "just the guest." I was actually the lead, ready to move my financial portfolio to a new advisor. Yasmin's unprofessionalism and lack of communication cost them a real opportunity. To make matters worse, when my friend tried to explain I was the lead, Yasmin lied and said being "20 minutes late was unacceptable", which is completely false. I was five minutes late, and the restaurant confusion was entirely due to her poor organization. In short, this was a colossal waste of time. If this company treats potential clients this poorly, I can only imagine how they handle actual client relationships. Communication, professionalism, and integrity are everything in financial planning, and Yasmin demonstrated none of those qualities. If you're invited to one of these dinners, save yourself the trouble.

They have a phone number listed that is disconnected super fishy. Using a nice location but not…read morehaving a way to reach your office makes no sense.

I was so happy to have discovered and met Kent as a professional loan agent. Unlike numerous other…read moreloan agents who were rarely available and did not give me any of their time to discuss loan options, Kent took the time to explain the details and options available to me to finance a home I really hoped to own and urgently needed funding to close the deal. Kent helped me overcome some hurdles and complications with loan funding and diligently worked with me so I was able to obtain a loan promptly and complete my financing with the best interest rate possible. I greatly appreciate Kent's professional help and will seek him out for any of my future lending needs!

Kent has been with me every step of the way. Any questions I would ask Kent and he will try to his…read moreto answer them and as quickly as possible. When I received new documents or have any inquiries I did not hesitate to get Kent's opinion. Thank you Kent for making my process as easy as possible!

They are the best of the best!!! They are knowledgeable…read moregreat customer service and they go above and beyond. Sandra helped me increase my credit score almost 200pts!!!!! Thank you to this team!!! Highly recommend

Great service, handling all items that they said they would. Will use again in the future if we…read moreneed it!

Jerry for helping us sell our home. He was very patient and always quick to respond, especially…read morewhenever we had questions. He made the whole process feel much easier and less stressful. We truly appreciate his help and would definitely recommend him.

Jerry Sun made this one of the easiest home sales I've ever experienced. He was always quick to…read morerespond and incredibly proactive throughout the entire process. His marketing was outstanding--professional photos, drone shots, and even a 3D floor plan that really made the home stand out. What truly set Jerry apart was his guidance and compassion. He helped us navigate selling a trust-owned home during a very difficult time after the loss of a loved one, providing clear and thoughtful advice every step of the way. 10/10 experience--I would 100% use Jerry again and highly recommend him to anyone looking for a top-tier realtor.