Mike provided me with great advice about not only investing but also putting together a plan for…read morethe future. He helped me understand what debt to pay down and how to better budget for the financial goals that were important to me. He is very patient and explained things in an easy to understand manner for someone who is not as knowledgable of the world of financial planning and investing. I would highly recommend Mike and FlightPath Financial Planning to anyone looking for a new financial planner.

TLDR: A trusted source that offers a personalized plan and gave me the buyer's confidence I was…read morelooking for with the expertise to match. As a first time novice investor I had barely dipped my toe into the wide ocean of finances. I saved my allowance, avoided credit card debit, and thought I was doing a decent job living within my means to save for a house or any other financial goal I had for the future. But I knew that there was still a lot of potential out there and I knew if I wanted to make the most of my money I had to do one critical thing: start early. And so I sought the word of someone inside the finance world and could help me navigate the right path for me. Mike has been that guide and made sure I was confident with every step I took before I took it. He didn't just tell me what he thought was best. Instead he started with the big picture by asking me what my goals were. And without judgement of my naiveite he pointed out the best way to make them a reality. That isn't to say he is a "Rubber Stamp YES Man". He made sure I was being realistic with the risks and costs and choices I would have to make to materialize my ambitions. (Getting the capital to buy a home in California is no small fries). That said, he was always encouraging and never made me feel stupid for not knowing things. Instead he would take the opportunity to educate me so that I felt that I was in charge of the decision 100% of the time. Despite being very friendly in his demeanor and conversation, in every meeting I could tell that he was giving my interests his full professional attention. He is always available when I need him and he even encourages a consistent check in to stay updated and informed of my financial trajectory. Speaking of his professionality, Mike sure knows his stuff! Even with the things I thought I knew, he was able to take my financial performance to the next level. With the crunching of numbers and the revealing of strategies I was blown away by how much of a difference his know-how made. I could not be happier with my service Mike provided. He is friendly, educational, professional, and GETS RESULTS. He takes the time to know you and your wants and needs to make an air-tight financial plan that gives you the biggest bang for your buck. I would recommend him to absolutely anyone and everyone looking for a financial planner.

We have been working with Orion Capital Management for the last 15+ years. The team is great to…read morework with and specifically, Peter Thoms. Pete has guided our portfolio through the ups and downs of investing and our portfolio has not only increased, but is diversified to weather today's storm and then for growth in the future. The Orion team is responsive and listen to our needs: from buying homes, to starting a college fund, to currently paying for college and next will be executing retirement. Plus, we live in Coronado and it's been great to visit his office to get his professional insight in person. I have referred a few clients over the years and all are pleased with their performance. I highly recommend Orion Capital Management.

I highly recommend Orion Capital Management, and Jefferson Rotherham specifically. I am a financial…read moreplanning client of modest means, and Jefferson absolutely added value to my planning for retirement. He was helpful, respectful, and supportive throughout the process of creating a plan for me that takes into account my individual preferences and needs. I feel like he provided the same level of value-add services that someone with many more resources would have received, and I'm grateful to have been treated with such respect. I highly recommend Jefferson as an adviser and will continue to work with him in the future.

I've always been someone who was very cautious about investing and hesitant to entrust my money to…read morea financial advisor. Looking back now -- over six years since we started working with Dr. Udo Herges -- I can confidently say it was one of the best financial decisions I've made. My wife and I feel genuinely happy and secure knowing our finances are in capable hands. What we appreciate most about Udo is his honesty and transparency. He doesn't sugarcoat things -- he tells it like it is, which we deeply respect. There's never any sales, just straightforward, thoughtful advice grounded in what's best for us. Another quality we value highly is that he's not a risk-taker. His balanced and careful approach aligns perfectly with our comfort level. And as a fiduciary, he also works for us -- not for a bank or financial institution -- which was very important to us when choosing an advisor. Overall, we couldn't be happier. We've recommended Dr. Herges to many of our friends over the years, and several have become his clients too. He's earned our trust completely, and we look forward to continuing to work with him for many years to come.

I did a 1031 exchange with Brandon in 2021. I was going fine…read more Unfortunately, I intend to do an exchange this year, I called and texted Brandon five times. Never reply.

I've attended many of Tommy's educational seminars and have counted on him to do numerous exchanges…read morefor my clients. He knows the 1031 business better than anyone in the industry and always answers the phone for me and my clients. He's willing to meet clients at their homes and look over their specific needs. I've done reverse 1031 exchanges as well as forward exchanges with Tommy and his team and can always count on him having the answers. His network of passive investment options such as DST's (Delaware Statutory Trust) and TIC's (tenants in common) has helped many of my clients looking for a different way to invest in real estate. I highly recommend attending his seminars and giving him a call when considering selling any investment real estate.

Brian's investment advice and always being available to his clients, even during these turbulent…read moretimes, is priceless. His integrity is transparent and he knows his craft! It's a pleasure to work with Brian, even when the market is changing from day to day.

Bruce Jacobson is a consummate professional. He takes the time to get to know his clients, and…read moreinsures that he understand their financial goals. He is dedicated to his craft; know that you are in great hands with him.

I've been working with Bruce for several years now. We trust Bruce with all our investments and we…read moretrust him fully to make the best decisions that will benefit me and my family. If you want a great trusted advisor with honesty and integrity then Bruce is your man. Thank you Bruce for helping me invest in my future and my retirement.

I've been a Coastwise Capital Group client for 19 years. The personalized service I've received…read morefrom Scott, Brad, and the staff there throughout the years has been exceptional. If you're looking for an investment management firm in the La Jolla area, I strongly recommend them.

Not impressed at all, quite the opposite. Very disappointed. Scott G Kyle told me he would be able…read moreto meet my needs/goals and income requirements without a doubt. My investments have been managed by Coastwise for over a year. My investment values have substantially decreased, by over 20%. Not only that, I have NEVER, not even for one month achieved the income/dividends he guaranteed & that I need to survive. I am at such a loss. I spoke with him several times about it, and he was always short and rude. I tried to be patient. But this is pathetic. And they continually raised their fees and screwed up my investments. I am going else where. Do not trust this investor. He does not meet his promises/know what he is doing. And he is a jerk.

Whether you are a financially sophisticated gazillionaire running a web of companies from your…read moremegayacht or the kind of person who goes to the ATM to see if they have any money, you need a financial advisor. But not just any financial advisor. You need Keith Paglierani. Keith will grasp all the details while staying focused on the big picture. Even if you have everything figured out, he'll have a few more ideas for you and see at least one issue and a solution you missed. And if something financially major suddenly happens (say you win the lottery or lose a job), you can pick up the phone any time, and Keith will be there for you with great advice based on rigorous analysis. Always delivered straight but with kindness. I met Keith when he did an analysis and financial plan for a relative who asked me to tag along as the financial version of a medical advocate. I was so impressed by Keith that I hired him as my advisor. I've worked with him for nearly five years now and have referred him to friends. Two other reasons I feel so good recommending Keith - Having shopped for advisors, I feel confident that his fee schedule represents the best value in financial advice you will find. - Because Keith has a group of support people around him, he can deal with lots of data, fast. A couple of times, I've buried him in paper, thinking it would be a couple of weeks before I'd get anything back, and each time he'd been back in touch in a day or two with great thoughts based on close analysis. Keith is money. Literally.

Jan and Karen have been our advisors since 2005 and we loove them! They are like friends to us…read more Ameriprise is known to be expensive, but they really help us out and never pressure us into doing things we don't want to do. They saved us from losing lots of money during the downturn in the economy. To me, they are worth every penny to make sure our investments are on track and to keep me from stressing about it all. I was originally referred to Ameriprise by a friend. His advisor was a family friend, so I trusted him. I was with him for about a year before I moved out here. My old advisor referred me to someone here in San Diego who would not return my calls or emails, so I was about to give up on Ameriprise. Then, I was referred to Jan Pretorius. I made an appointment and went in to visit him at the La Jolla branch. I then discovered he had a partner with him, Karen Purvis. He likes to take care of retirement and 401 (k) stuff and she likes to take care of expenses, insurances, your financial goals, etc. Eventually, they moved out into their own office at the Morena Blvd location. They acquired a paraplanner, Tracy, who is just as great. When we go in for our twice a year meetings, we are greeted by name and everyone is super friendly. During our visits, we track our spending and savings, mostly with Karen. We focus on how on track we are with our goals and talk about making changes if needed. Jan will then talk about the market and our 401 (k) and changes he's wanting to make, etc. I love not having to deal with all that! They've even made calls to try and help us out with things during our meetings and put the call on speaker phone for us to hear. Every once in a while, they will try to sell us the idea of something new, like life insurance. But, in the end, it is all our decision and have never ONCE felt pressured by them. I'll admit, we've gone against their recommendation before. They return all emails and calls usually in the same day. This office is very personable. They send us chocolate for Christmas, they sent us a wedding gift off our registery, and they call us for our birthdays. Seriously, I couldn't imagine using anyone else as our financial advisors. Based on other reviews of Ameriprise, it all depends on who you get as an advisor. We got lucky. They do a terrific job and anyone interested should call them up for a free consultation.