I have been a client for about 16 years. Last week I had my annual portfolio review along with an…read moreextremely detailed financial view of what my family's future looks like. I have always been extremely grateful to Samantha and Sandy for their guidance but this week I have reflected even more on what a gift they have been to my family. My husband and I are both 57 with one child in high school. Slow and steady we built a secure financial future. We simply could not have done it without her exemplary advice and encouragement. Not only is Samantha uniquely talented in the realm of full scope financial planning and investment strategies, she is also a wonderful person. By becoming her client you will have an ethical, compassionate, and extremely talented ally that will help you reach your financial goals. You can build a future for yourself and your children that is bright, hopeful, and full of freedom. As the years go by and you watch the outcome of Samantha's guidance you will be overcome with the gratefulness that I feel right now. For a middle class family to build wealth takes discipline and patience, but it can be done. If I can do it you can too.

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.

We scheduled a zoom call with Gary for some advice and to determine if we should use his services…read more He answered all our questions open and honestly, guiding us in the right direction. If the need arises to use a CPA in the future, I wouldn't hesitate to call Gary again. Thank you for your advice, Gary!

Gary was very professional and very helpful. Went over and beyond my expectations…read more Gave really great advice and took his time to explain it well. Would recommend!

Minjoo was referred to me by another CPA, and I'm so happy he was! This was my first time working…read morewith someone to do my taxes and I'm never going back. He was very fast, answered all my questions, asked really good follow-up questions and helped me navigate the most complex filing situation I've ever had including my freelance work. The online system he uses is really easy to use. I just uploaded all my documents, and he did the rest. We wrapped up all my filing in about a week, and helped me maximize my deductions. Thank you!

I talked to many CPA's before ultimately deciding who we want to get our taxes filed with as it was…read moreour first time for our LLC business, and we wanted to get it right. I ended up choosing him because he really took the time to explain all the questions I had but all recommended some free knowledge without me asking. Even though I knew this fact, appreciate that he's not all about charging every little thing (another place said they charge to do this service but did not even offer that we could do it ourselves for free as well). Minjoo's service was outstanding, a plus that he is located locally and is close to us, long term business ftw! His rates were not the highest nor the lowest, but were very reasonable to us as we see the value in this. I like that his business model is about servicing his clients in the local area without the need to price gouge.

Update:…read more Unfortunately, things have only gotten worse. My family is now objecting to Mia's decision to file a trust accounting with the court ex parte--meaning she submitted it without notifying or sharing it with the beneficiaries beforehand. Another unnecessary action. This appears to be a deliberate attempt by Mia to block my family from exercising our legal right to formally contest the accounting, despite having already informed Mia of our objections. We are currently submitting formal objections to the court to stop Mia's attempts to pull one over on us, and a request for affirmative relief to remedy the significant financial harm caused by Mia and her fiduciary services. We are going through the court because Mia failed to set a bond for the full value of the trust--as required by a court-approved settlement agreement and confirmed in writing by her attorney--until after the trust assets had already been distributed. She only bonded the "holdback" amount, leaving us unable to file a claim against a full bond. We are now forced to seek financial remedy through the court instead. Despite this, we remain confident in our position. As both the judge and Mia's own attorney noted, bond requirements primarily protect the trustee, not the beneficiaries-- so it's not a loss of us. In fact it is more so a loss for Mia. Fortunately, by pursuing affirmative relief in court, as the judge advised, we still have a path to seek recovery for the losses Mia caused. Our evidence is substantial and clearly demonstrates Mia's failure to uphold her duty of prudent financial management--including her refusal to negotiate the sale of my grandfather's home, which appeared to be retaliation for a previous Yelp review posted by my mother. We believe the court will recognize this pattern of misconduct and award appropriate financial relief. If you or your family have also been harmed by Mia's actions, we strongly recommend the following steps: 1. Leave a Yelp review to inform and protect others. 2. File a complaint with the Professional Fiduciary Bureau of California (PFB). We've formally requested that Mia's license be investigated and potentially revoked. 3. File an objection with the courts as soon as possible to preserve your legal rights. Additional Advice: * Get everything in writing. Mia frequently gaslights or contradicts herself, and documentation is essential to protect yourself. * Track your own records. Mia has admitted that she creates invoices from memory instead of maintaining real-time records as required. This has led to inflated and inconsistent billing. * Confirm bond coverage early. We were told a full bond was in place, but Mia repeatedly stonewalled us when we asked for confirmation. In hindsight, we should have gone directly to the court--but we didn't want to be overly litigious. We now realize we should have acted sooner. As my mother's attorney said: "You don't have to be nice to the people managing your money." Beneficiaries have the right to transparency, respect, and fair treatment. Trustees work for you--not the other way around. Trustees should not be cons, bullies, or bitter--but in our experience, Mia Ousley has been all of the above. Things can get better--just not with Mia or Mia's Fiduciary Services managing your family's finances. Avoid this company, or be prepared for a legal battle.

Mia failed to answer emails and phone calls from trust beneficiaries beginning in the first two or…read morethree months. It got worse from there. Mia and her team failed to gain control over accounts. Mia charged the trust $190 per hour for refiling the files of paper documents, charging a small fortune against the trust. Mia failed to get appraisals of trust assets in the first 90 days, instead taking over a year and a half, then picking the most expensive appraisal her team found, more than double the cost of another qualified appraiser her team found. Mia interviewed very well at first, but that was not a good predictor of results. The beneficiaries have been without any communication directly from Mia for a long time. Her plans are a mystery to the beneficiaries.

If I could give more stars to Daniel, I would; he and his office staff are simply wonderful at…read morehandling both the hard bits (investing, presenting options, keeping me up to date on the state of my finances) AND the soft bits (listening to my concerns/needs and explaining things with fabulous charts/graphics). Daniel has even hosted my 2 young daughters in a session of Finance 101. I will be retiring soon, and feel calm about and clear on my financial picture - I credit Daniel and his team for this.

Daniel has been my financial guy for over a year now.... I could not be any happier. He is…read morewonderful. My wife and I make just enough money to put some aside for retirement - and he helped guide us through the process. He doesn't force you to do anything (which my wife likes) and simply gave us the options for us to decide. He knows how to get you the most bang for your buck - and will make investing easy. I pray he stays in finance for life - as he will be my financial guy for life. Thanks Mr. Jew.

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.

Christine is unlike anyone I've ever worked with. I'm 71…read moreyears old and have worked with many financial professionals throughout my life--including tax professionals, advisors, and planners--but Christine is truly in a league of her own. Her level of knowledge is unmatched, but what stands out even more is the heart she brings into every interaction. You can feel her care. She's not just doing a job--she's devoted. Devoted to your clarity, your security, your peace of mind. With Christine, I feel both grounded and supported. She holds a rare blend of precision, presence, and genuine dedication to your well-being. I wholeheartedly recommend her to anyone seeking more than just financial expertise. With Christine, you're not just hiring a professional--you're inviting in someone who truly cares about you. Thank you, Christine, for always showing up with such love, compassion, and integrity.

I've had the pleasure of working with Brandon for a few years now for my tax and financial needs…read more He is the definition of a professional--always quick to respond to questions and exceptionally fast during the filing process. It's rare to find someone who balances efficiency with such a high standard of care. I couldn't recommend him more highly!

Helped me with 2 years taxes during crunch time!! All at a reasonable price. I'm also hard to reach…read morevia phone and he was accommodating to communicate via text or email. Pleased with my return as well. Highly recommend!

Faruk was a pleasure to work with! As we wanted to plan further for our future, our goal was to…read moreidentify areas where we are doing well and can improve upon. From the start, Faruk was personable and clear in communicating his services along with having a genuine interest in what our expectations were from this exercise. Fast forward a month, we have gained invaluable clarity and actionable next steps for our finances. Today, we still reference learnings and information shared by Faruk to help influence any financial decisions we may or will make. 100% would recommend Faruk to any family looking to understand their finances.

Faruk is a fantastic guy. I feel very fortunate to have crossed paths with him. He has been great…read moreat setting up our investments to be positioned well, even when the market is volatile. He has consistently grown my investments since working with him (not by single digit percentages either). He is very attentive and always takes the time to explain goals/positions clearly. Faruk is also very friendly, approachable, and genuinely cares about my financial goals. I trust his judgment and appreciate his proactive approach. I highly recommend him!

I had my account in Alameda for quite a few years and was very happy with Edward Jones. Then all…read moreof a sudden, my account was transferred to the Castro Valley branch. It was downhill from there. I was told by Rosalyn's assistant that my account was non-compliant with new regulations, and that I was "required" to have a consultation with Rosalyn. When I reluctantly agreed, Ms. Antonio spent the entire time telling me that I needed to have a larger retirement, but I did not ask her opinion, and my plans for retirement are my business, unless I ask for advice. After that, when I refused a "required annual consultation" I was told to take my business elsewhere! I've never been treated so unprofessionally in my life! So I have moved my account. Really, Vanguard is a much better place for retirement accounts. The return is good and they treat their clients with respect.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

The folks at Financial Network are fantastic. I've been a long-time client (7 years) and have been…read moreincredibly satisfied with their counsel and gudance of my portfolio. Their team guides my portfolio as they do their own which instills trust and confidence that my future is in the right hands. If you've never had a portfolio or are looking to make a change I would highly recommend Financial Network.