I've known Amie for years as a performer, and after discovering they were also a professional…read morefinancial adviser, I jumped at the chance to meet with them. I've worked the last 15 years as a professional freelance musician and teaching artist, and had never met with a financial adviser, so I came in quite nervous, though eager to learn. Within minutes of our first session, she laid out some excellent core tenets for me to follow, assessed my financial situation, was realistic and transparent, suggested several easy steps for me to start. She did all this while being supportive and encouraging - allowing me space to drop any guilt or shame for having "started late" on things like building retirement savings and investments. She was professional, knowledgeable, kind, and followed up immediately with a write-up with action items for me. Needless to say, I feel infinitely more confident and clear on next steps, and I'm excited to continue working with her. Do yourself a favor and hire Amie for a financial planning meeting! It's one of the most important steps I took in adulthood and you won't be sorry.

My wife and I engaged Amie for financial planning help to get a sense of how far we are from…read moreretirement. We found her super nice to work with, but we also ended up feeling that the service she provided was too simple for our needs. I think the level of detail in her planning would be appropriate for someone who is new to the basics of financial planning, and could be the right choice for clients who might get overwhelmed by too many details. But we ended up not feeling confident in some of her advice because we wanted to get at the underlying details. Here is an example. Aime provided us with a financial calculator to predict whether our portfolio was sufficient to generate sufficient income for retirement. This calculator was based on a single predicted rate of return in the market. We have since learned that such calculators ignore a significant factor, called "Sequence of Return Risk", which are accounted for by other calculators. When I brought this up with Amie, she said she had no objection to us using other calculators, so long as we didn't get overwhelmed. There were a couple of other examples where we would have appreciated more detail. For example, she recommended a 100%/0% stock/bond allocation. Since this is substantially different from typical advice, it would have been nice to hear more justification than she provided. Anyway, I ended up feeling that Amie is a great resource for beginners to get their finances in order. But for people further along, where there are significant risks to making mistakes, the simplicity of her approach may be insufficient.

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.

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.

Give plenty of credits for Alex. Very patient, attentive at…read morecounter through helping my accounts.

On hold for over an hour at 0830 am, still no answer and need to make appointment for financial…read moreplanning assistance. Would give a no star.

Exceptional! I…read morereached out to Kenny about multiple insurance products - long term care, term life, whole life. Let me step back and say this first - My family has a long history of buying all sorts of insurance over the last 30 years. In that time, we have met many people in the insurance industry across various roles. With that context in mind let me say this. Kenny is amongst the most thorough, knowledgeable, and helpful people I have ever met. He is not trying to just "sell you something." Instead he works hard to understand why it is that you think you need the insurance you have asked him about, he uses his intellect and creativity to suggest other options if they are appropriate (his feedback many times proved better than my own initial assumptions and work), and wants above all to help you. He is responsive, razor sharp, and high integrity. I started this review with the word "exceptional" - well, there is "exceptional" and then there is "truly exceptional" and then there is "rarely seen level of exceptionalism" - and for me, Kenny is just that.

Was overwhelmed with trying to figure out my financial future, and Kenny took the reins. He was…read morepatient, comprehensive, and extremely helpful in providing lots of options. Definitely a trusted provider that I can't recommend enough.

Fast, efficient, and reliable management of customers by volume. Per usual, Schwab customers are…read morehands on and come so young as teenagers all the way to the wise and well seasoned. Staff is friendly, well trained, team oriented, and pragmatic while always professional. It speaks volumes when they can impress my young teenage son as well as my mother-in-law during the high volume seasons.

4.0 million gone and schwab did nothing but screw two handicapped guys…read more My father trusted Schwab with his life savings for decades. He loved his Schwab account. He developed dementia later in life, and I, his autistic son, went to Schwab to ask for help after noticing something was very wrong. Instead of helping, Schwab pretended to assist us -- dragging things out for nine months, answering slowly, all while running out the statute of limitations. When time expired, they told us they would do nothing to recover the money. Over $4 million dollars was stolen from his Schwab trust account. 140 checks were written from an account that should never have had checks written from it. My father NEVER wrote checks on his Schwab account -- he only used his Wells Fargo account to cover bills, protecting the principal at Schwab so it could generate income ($120k-$150k a year). Schwab never warned us, never protected him, and let criminals bleed the account dry. Because of Schwab's failure: My father died penniless in a public institution. I, his dependent son, ended up homeless. We were forced to pay $318,000 in taxes to the IRS and Franchise Tax Board -- for money that had been stolen. Schwab ran the clock out rather than helping a loyal client and his disabled son. They showed no ethics, no urgency, and no human decency. Trust Schwab if you want to risk your family's entire future.

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.

A huge thank you to Richard and his team for helping me out. I had made financial mistakes while I…read morewas younger, and Richard was very direct/transparent while guiding me through making plans to iron everything out. It was nice to be able to work together to address my concerns, and I appreciate how open and flexible Roundleaf has been for me. There was a time period where I was very overwhelmed and confused in the process, and a tip I have would be to not hesitate in asking ask Roundleaf to slow things down and explain everything thoroughly. I had to educate myself on things I didn't know about, and it took a while to learn that that was okay. The Roundleaf team was always available to answer questions, and they were very good about following up/staying on top of processes. Looking forward to more growth, and I'm very glad to have Roundleaf's support along the way!

I just started my journey with round leaf but feeling blessed that I now how support and…read morereassurances that my financial standing and credit score can get better!!!

Working with Mike at Pixel Financial Planning was a great experience that provided me with a clear,…read morestress-free roadmap for my future. He broke down the financial impact of retiring at various stages and modeled several different age scenarios, which turned a stressful guessing game into a concrete, achievable plan. As a true fiduciary, Mike tailored every scenario to my specific goals, giving me the confidence to make informed decisions about my career timeline and exactly what my lifestyle will look like in the years to come. He also gave me great insight into tax saving strategies that I had no idea of. I would recommend Mike for anyone who needs similar planning assistance.

Mike is incredible - he is reliable, attentive, and he gets results. Highly recommend Pixel…read morePlanning to anyone! Been working with Pixel for many years now and every thing has been smooth, professional, and thorough. If you're looking for a fiduciary, your search has come to an end!

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.