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    Hermosa Wealth Management

    5.0 (9 reviews)
    Open • Open 24 hours

    By appointment only

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    Services - Hermosa Wealth Management

    Investment management

    Retirement planning

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    Recommended Reviews - Hermosa Wealth Management

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    9 months ago

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    6 years ago

    Caring, compassionate, and intelligent advice. These folks genuinely strive for the best outcomes to match my financial goals. Thanks!

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    Cliff Warren Investments - Locked POOL. Disappointed, Now Summer is Over

    Cliff Warren Investments

    (33 reviews)

    Customer Service Skills/ Respectfully Honoring Tenants Concerns. Trying Harder to fix or Renovate…read morethe Pool before the Summer and Not Allowing the POOL to be Closed the Majority of the Summer. Now we're getting close to the End of Summer without Access to A Pool. Its Too Hot and Disappointing

    Cockroaches! Run! I…read moredid not have the same interpersonal issues with management that others had at Spencer Terrace, but the building itself is pretty horrible. The least bad stuff: It's loud - you can hear kids playing constantly because of the echo of the courtyard; your neighbors might like to play music and fight at 3 am; and you can hear every footstep, inside and out. The main windows face a walkway so say good-bye to open blinds in your living room and kitchen. The very bad stuff: A very bad roach infestation. Bad enough to see roach poo in the cupboards and drawers no matter how often you clean. The pest control company they use doesn't do much beyond what you could do yourself - dotting some poison bait everywhere. I spent a ton of money on roach baits, boric acid, etc. and managed to control them to mostly the kitchen (they were literally everywhere), but you can't win this battle. You will always be confronted by roaches in the kitchen anytime during the dark hours. Two other neighbors that we know of also had roaches (and one of them saw a mouse in their apartment), and one empty unit I checked out while living there also had a roach roaming in full daylight. So yeah, it's the whole building. One couple moved in and moved out three months later - that was the empty unit with the roach that I saw. When you inevitably move out because you can't stand the idea of living with roaches, say goodbye to your deposit because they will charge you a "painting fee" even though the paint they used flaked off constantly while you lived there. You will leave it cleaner than you found it but they likely will still charge you. The painting fee was inexcusable - the paint they used came off in sheets if you merely brushed by it. There is also a major termite problem that is easily visible - just look for the sawdust under the wood railings. Serious health hazzard - I suspect the building will collapse one day, and no one should be surprised. One end of the walkway appears to be help up by a big jack. They are constantly working on replacing the wood but they can't keep up with the termite activity. We found several dead termites in our apartment, too. This was the worst place I've ever lived because of the roaches, and I've been renting most of my adult life. Do not move here unless you love communing with nature (aka roaches).

    Chang Tax and Accounting

    Chang Tax and Accounting

    (19 reviews)

    Chang Tax and Accounting is an exceptional CPA firm. Our small food distribution business,…read moreestablished between 2017 and 2019, unknowingly accumulated a $50,000 debt to the IRS and FTB due to negligence by our previous accounting company. In a challenging situation, Tina patiently helped us clarify the complex issues and diligently drafted documents over the course of two years. Her efforts significantly minimized the legal and financial complications arising from our improperly filed prior tax returns. Thanks to her support, we are now making 35% more profit while comfortably clearing our debts with the IRS and FTB. In addition, Tina has greatly increased our business profits from 2024 to the present by implementing effective strategies to minimize losses from poor merchandise management and maximize customer service excellence. Tina's expertise extends far beyond traditional CPA services. She has also helped us with social media presence, financial advisory, long-term wealth creation, online marketing, and e-commerce. Although her specialty is accounting, her dedication to improving her clients' businesses and overall financial well-being is evident in the consistent results she delivers.

    If you're looking for a CPA that's knows business and accounting laws then look no further. I came…read moreto Tina Chang with a goal for starting my own business, creating a LLC and starting a S Corp, and of course what everyone needs/wants at year end...maximum return from Uncle Sam. Tina's attention to details and meticulous approach on handling my financial records especially with her ability to explain complex financial matters that's easy to understand made me safe. Thus if you value your time and want to focus on your business, Tina is a one stop shop from monthly book keeping, payroll management, and doing taxes.

    Merit Real Estate

    Merit Real Estate

    (115 reviews)

    I had the great fortune of choosing Rodman Amiri to represent me in purchasing my home in Newport…read moreCoast. Rodman is a true professional. He leaves nothing to chance by handling every aspect of the transaction himself never delegating a thing. His attention to detail is remarkable. He read through every document that was sent to us even the lengthy HOA documents. He caught an error on title that no one else saw. He also worked diligently with insurance providers to get me insured in time despite our short escrow. As a high value property in a fire risk zone this was a remarkable feat as anyone familiar with California home insurance can attest to. Rodman takes great pride in his work and knows how to negotiate the best deal possible while keeping both parties on good terms. He knew how to address each party's concerns in a calm manner that was reassuring to everyone involved. Attached is a photo of myself on the left and the seller on the right on closing day. As you can see, we both walked away from the deal very happy and I credit that 100% to Rodman's exceptional professionalism. I look forward to working with Rodman again when the time comes. Thanks for everything Rodman! You're the best!

    I worked with Oscar Salazar as a buyer's agent on a Manhattan Beach property. Interestingly, I met…read morehim while he was canvassing to get the listing sold, and I ended up buying it! The whole process was a challenging one (not brought on by anything we could have controlled). Oscar stood by me, communicating each step along the way. He tolerated my anxieties that crept up, and did what he had to do to get the transaction done--always keeping my interests in mind. I would like to thank him for being a hardworking, honest buyer's agent and helping me buy a home that I am very excited about. If it weren't for Oscar, I never would have known about the property, as I wasn't even considering Manhattan Beach as an option. Funny how life works!

    Hermosa Wealth Management - financialadvising - Updated September 2026

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