I highly recommend Sean Burgess' financial planning services. I chose Sean because of his…read moreaffordable, one-hour consultation session offering. I wasn't looking to spend thousands of dollars to have a financial advisor provide ongoing money management services. I really just wanted an expert to look at my situation in detail and provide advice that I could execute on myself. That's exactly what I got, and it was an incredibly valuable hour for me. Going into our session, I felt overwhelmed and without a plan for achieving my short and long term financial goals. Sean examined my situation (via a detailed questionnaire he had me complete in advance of our meeting) and provided, in a kind and straight-forward manner, both high-level perspective and clear guidance on specific actions to take. The greatest benefit of my meeting with Sean was that I came away with a much-increased clarity of my financial picture, which improved my sense of control and reduced my stress. I wouldn't hesitate to consult him again in the future when the need arises.

It has been several years since I went to see Sean so please keep that in mind but I just came…read moreacross his Yelp profile and realized I should add a review as meeting with him has stuck with me since then. I went to see him originally as I was searching for a financial planner that would really dig into my specific situation and help me "tune" my finances. At that time I had a general idea of finances, more than most people but less than some. I had read up on compound interest, opportunity costs... blah blah... and I had been saving about 50% of my paycheck and maxing out my 401k for decades. I've also tracked my spending in Quicken for about 20 years so I have an amazingly detailed view on exactly where all my money goes. With all this data, I was looking for a partner to put things over the finish line as I wrapped up my last few years of working. So now was the time that I needed another set of eyes on my finances to put an exit plan together and double check my math. It turns out that Sean isn't the person for this type of work. Although a SUPER nice guy with a passion for helping others, his advice from our one meeting was just the very basic fundamentals of financial planning. For example, for retirement he recommended that a person have X percentage of their current salary saved for a certain number of years. This is a common boiler plate idea that is a good starting point for thinking about finances. Unfortunately, this didn't fit my goal of seeing him as I wanted to "tune" my finances, not just keep sacking away as much as possible and use an off the shelf formula to determine success. I was willing to pay for personal advice but what he offered wasn't helpful or tailored to me in any way. I pointed out that this calculation doesn't apply to me because half of my salary as well as my max 401k match shouldn't be calculated into what I need to save for retirement. Will I keep saving 50% of my income during retirement? Of course not. When I pressed him on this, he didn't seem to have an answer. There were many more examples like this where he used a very basic spreadsheet to determine net retirement needed, current savings rates... which, for the right client, would be a great place to start. I do see that some people will get real value from working with Sean because they might not understand these concepts. What I am thankful to Sean for is that he inspired me to take matters into my own hands and dig deep into this project myself so I was able to retire at 50. This wouldn't have happened if I stuck with Sean. All of the resources that Sean brings to the discussion can easily be found for free on most any 101 planning website. But, if you want someone to walk you through these new concepts, Sean is easy to talk to and pleasant to be around. I would also plan on moving on from him fairly quickly as you will be doing yourself a disservice to stick with the basics that he provides for very long. Lastly, I would echo Daniel F's review almost verbatim.

Samantha has been managing my family's portfolio since 2018. This has been one of the best…read moredecisions we have made. In 7 years, she has doubled our assets. In addition to advising us on our financial portfolios, where she has guided us on salary contributions to different pots (retirement accounts, college savings accounts for our kids, and stocks), she advises us on life insurance and linked us with colleagues to help with our taxes and living will. We couldn't be happier with our decision to work with Samantha and hope this can be a life-long partnership - she is very talented and astute with markets and really has our back with every decision.

I have been a client of Samantha for many years now. She is amazing. I cannot imagine working with…read moreanyone else. She is highly knowledgeable. I can vouch for every 5 star reviews. Thank you Samantha.

Food wasn't bad but nothing to ride home about. The mimosas are strong but still taste like orange…read morejuice so that was a plus. However, the seating arrangement was a turn off for my party. We entered and could not find a single hostess station or greeter. After wondering around we found someone who instructed us to order first then find a table. We found something upstairs but I hated feeling like I was hawking people down trying to pounce on a table lol. Additionally, because there are no dedicated servers per table you have to find someone and make it work. Also, watching servers run around randomly with food made me a little uncomfortable. I don't want my food just flailing in the wind. Overall, would I come back? Sure Would I recommend it to a friend? Not sure

Located conveniently across form the Hyatt Regency on 3rd street, this is a fantastic eatery with…read moresomething for everyone. They offer indoor, upper level, and outdoor seating. My friend and I stopped in for a late lunch, but learned they serve breakfast all day. We opted for the lunch options. I got the chicken salad with the hummus plate. WOW super refreshing after a long day of travel. The salad was packed with candied walnuts, goat cheese, and ample chicken. Sevred with a side of toast, it was excellent to dip into the hummus. This is a fantastic spot with healthy options as well as delicious cocktails. I recommended this to many coworkers staying at the hotel.

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.

Jirayr and Ryan at Citrine Capital are absolute professionals that provide the highest level of…read moreservice to their clients. I am a tax accountant and work with a number of their very satisfied clients, and would not hesitate to refer Citrine Capital to anyone looking for a qualified CFP (Certified Financial Planner). From the moment you meet either one of these gentlemen you get the immediate impression that they have their clients' best interests in hearts. They are highly responsive to their clients and professionals with whom they have mutual clients. In particular, their expertise with tech professionals and other individuals with equity positions places them at the top of their field. Will absolutely be sending referrals their way.

We absolutely loved working with Jirayr and his team. Jirayr…read morehas been everything we hoped for in a financial advisor: 1. Trustworthy and transparent. 2. Approachable, kind and understanding. 3. Knowledgeable and responsible. 4. Able to think "out of the box" and accommodating for changing needs. 5. Always available. And much more. If you want to learn how to manage your assets wisely and need help with financial planning don't hesitate, Jirayr will not disappoint.

Mary is a thorough and detail oriented accountant. I've been her client for about 4 years and I…read morealways feel like I'm in the best hands. She helped me navigate the confusing financial and tax things that happens after a parent passes away, including the final tax return and how to ensure things were organized and filed correctly. Mary is also direct, to the point, and available and super responsive when I needed her. I am planning to be her client for a very long time!

Mary has prepared my tax returns for the last three years. I am so glad to have switched to…read moresomebody I can rely on to answer my questions, who responds quickly and freely offers her encyclopedic knowledge. She is so efficient, and I have absolute confidence in her.

I paid Brandi lots of money. She sent me aggressive all caps emails. She gave me homework, I…read moresubmitted it and then she schedule a one hour meeting where she reviewed it in front of me. I had big questions about long term investments and she told me I could save money by changing my cell plan. She came recommended from a friend, but my experience was nothing short of disappointing. The entire time we worked together she made me feel like I was lucky and she was doing me a big favor. She has some formula with some pretty antiquated forms. . I regret working with her.

Brandi is a rock star! She knows her stuff, and you'd be lucky to work with her! After years of…read moresort-of doing things right while working, raising our kids, and not thinking much about money, my husband and I spent eight months working with Brandi on all pieces of our planning, all on Zoom making it convenient for our busy lives. We took deep dives into our short- and long-term savings/investments, budgeting, insurance and benefits, tax-related considerations, estate planning, retirement planning (and it's better than we thought!), and more. We shored up many pieces that needed an expert's touch, so have much more faith in where we are financially. Even better is that she does all of this work through a values-based lens, which really worked for us. And we can reach out to her from now on at her office hours to ask questions that come up for us. If you're looking for a comprehensive plan, and are willing to do work along the way, hire Brandi. I'm so glad that we did.

Fantastic service!…read more We'd been searching for a financial professional for a while now and was very surprised when we could book a one-on-one free consultation with Ms. Teh the very next day. We detailed our plans to her, she gave us her professional opinion and gave us homework to do. She was pleasant, communicative and obviously knew her profession. We'll be using her in future for sure!

I have met with Christine Teh three times now. As a math teacher and professional, I have always…read morefelt a bit of shame and embarrassment about not being able to get a handle on taxes and finances. Christine was so encouraging. She took the mystery out of all the mess and gave me the confidence to take ownership of my finances. I always felt safe to ask any question, and she always answered in a way I could understand. This coaching experience has been life-changing! I cannot speak highly enough of Christine Teh and the invaluable financial guidance she has provided.