Very informative seminar. I learned a lot and I am impressed with Brian's presentation and the…read morevaluable information he gave me for retirement planning purposes in the future including SS and capital gains information.

I would highly recommend them. I reached out seeking high level guidance on a variety of tax,…read moreretirement, financial topics and Brian took the time to patiently coach me through it. His time was invaluable!

Working with Jennifer and Ron was nothing short of amazing! The knowledge that we gained through…read morethis experience has been life changing. Thank you both for helping us secure our families future through the creation of generational wealth! The Fisher's

It was a great pleasure to meet and discuss financial plans with Jennifer Ramos. She also…read moreintroduced me to Jorge Hernandez who helped me with making an amendment to my Living Trust and Omar Ennabe who helped me with options on my home loan. I would highly recommend The Financial Architects firm for any financial concerns needed.

Samuel S. Young, MBA, is widely recognized both nationally and internationally for his deep…read moreexpertise in retirement income planning. Over the course of his career, he has guided thousands of clients through some of the most important financial decisions of their lives, earning a reputation for clarity, integrity, and long‑term strategic insight. A defining hallmark of Samuel's practice -- and one of the reasons he stands out in a crowded industry -- is his unwavering commitment to personally meeting with every client. In an era where many firms rely on impersonal systems, rotating staff, or outsourced advisors, Samuel maintains a hands‑on, relationship‑driven approach. Every client receives his direct attention, his analytical rigor, and his ability to translate complex retirement strategies into clear, actionable plans. His leadership at Life Income Management™, combined with his extensive experience as a fiduciary and West Coast Managing Director, has positioned him as a trusted resource for individuals seeking stability, confidence, and lifelong income solutions. Samuel's work reflects not only technical mastery, but a genuine dedication to helping people secure the retirement they deserve.

I know the time for retirement was upcoming at the end of this year, we heard about Life Income…read moreManagement and as I was working, my wife attended the seminar and was quite impressed. So, we made an appointment to meet Sam Young personally so I could get firsthand information on what Life Income Management is all about. We found the management plan to be a great boost to confidence toward making our life's investments into a plan to take care of us into the future. I also then made the decision to retire earlier and put this worry about our financial wellbeing behind us. We have found Sam to be an honest and dedicated person to the task of taking care of his clients. My wife and I will be looking for a long and prosperous life ahead. Thank you, Sam. Mike and Brenda.

I came here with THEEEEE WORST credit a person could ever have lol. Like there was literally…read morenothing positive on my credit report, I had repose and even a judgment (embarrassing, I know). Anyhow, Pat has been amazing, she's been working with me for about 1 1/2 months and my score is already up by 60 points. She's been available every time I needed to consult with her about anything, she offers very helpful advice about credit decisions, as well as make suggestion about to how reach my credit goals. I couldn't be happier with the services, and I will be recommending her to all my friends.

I get it. I, too, was clueless when it comes with financial education…read more My parents didn't teach me anything and growing up, I saw them struggled with money and for this matter, I was on the pursuit to learn so I can make better decisions for my future. And that's when I found out about COFEC (Community Outreach Financial Education Class) with the help of Sheng Vang and Terrie Bui through one of my colleagues. A few months ago, I joined one of their weekly Saturday workshops​ to help find the financial peace of mind. I was blown away by the amount of knowledge and their mission to reach out to the community to impact and ensure families get the right education with the right resources that fit best for their success. Never had I felt like this group was trying to 'sell' me anything I didn't need. All they ever wanted was to teach, impact, and clear up any concerns and guide people in​ the right direction. It sounds so cliche but you'd be surprised how many groups out there just want a piece of your dollar for the sale. COFEC wasn't that. I don't know how else but to say that I have finally found the group that fits best for me and the amount of stuff they teach you is​ priceless and invaluable. Thank you, COFEC, Sheng and Terrie for all that you do! Looking forward to entering 2019 and many other years after with you all.

Sheng and Terrie are two individuals who are truly special. They not only have a wealth of…read moreknowledge about financial planning, they are truly genuine and passionate people who want to help people and serve the community through financial education. I would have to say with so much conviction that their COFEC classes are one a kind. These educational classes open to the public offer so much information and value to anyone who is interested in learning about finances and learn what options are out there to better manage their financial resources. Inspired by their passion for education, my experience working with Sheng and Terrie was nothing but positive and I recommend them to anyone looking to meet with a Licensed Financial Professional. Thank you Sheng and Terrie for not only imparting your knowledge but also your passion for financial education!

My wife and I attended several financial planning seminars before choosing Finish Strong. They all…read moreseemed like a scam, and we were both very skeptical, until we attended theirs. It didn't seem scripted and they were very genuine when presenting. For one, they are a family and very Christian based which really resonated with our core values. After setting up an appointment with them, they were able to answer all our questions and were very knowledgeable in the field. Before going in, we had done our own research on some questions we had. They gave us the correct answers along with even more knowledge than we had already gotten. Paul, Johnathan and Samuel are absolutely great! We've been with them now for a few years, and they are always so quick to respond to our calls or texts. They take the time to explain everything and give us the best options without any pressure. They truly are looking out for our best financial interests. We very highly recommend their services for anyone needing help with their financial growth. It's a family you can trust!

First off I want to thank Jonathan, Joshua and his whole team for putting my retirement in a better…read moreposition and helped me regain the losses I incurred from my previous financial advisors blunders. Second, they are easy to get ahold of. If I have any questions, they will answer promptly and thoroughly. Lastly, I highly recommend sitting down with them, you will not regret it.

I attended one of Michael's seminar/meetings and I was so surprised and incredibly impressed at how…read moremuch I learned from him that I didn't know! He really knows his stuff. What I liked is that he has so many different options to choose from and with his knowledge you can find something that's within your budget no matter how big or small. He really cares about people you can tell and that's something I look for when doing business with a company. Looking forward to finding something that works for me and my husband!

Michael is the sweetest person. He really wants to help people out and educate them on their…read morefinancial situation. He was super informative and walked me through each step of the process thoroughly. Any questions I had even after the meeting, he was so prompt in getting back to me. Truly a gem in an industry that you may feel a bit vulnerable and skeptical to go talk about with someone.

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.