RJ is my financial advisor & educator! He breaks everything down & takes time to make sure I…read moreunderstand. He uses real life examples to compare to day to fay activities so that I can retain the information. Mrs. Tracey is the best & so friendly. She just assisted with getting all my forms uploaded. RJ is helpful with identifying other needed services.

We just bought our first home and could not have done it without the extremely professional and…read moretalented RJ Martin. We started investing with RJ a couple of years ago, and since then he's become like a close friend. He breaks financial jargon down into something we can make sense of and will really take you as far as you want to go. We tell EVERYONE about him. The Bay Area is expensive and I was always told that they way to get ahead is to make money off your money. I can't stress enough that we would not be where we are today without RJ's guiding hand. We look forward to continuing to work with him long into the future. I also want to shout out RJ's SUPER HELPFUL office administrator Tracey for being really on top of her outreach. While closing on our home the title company required a number of documents to track our payments, and I'm pretty sure I called so often Tracey memorized my number. She sent me everything I needed within in minutes and never once showed impatience with me. I really appreciate it.

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!

Dale is simply the best. She has been my personal banker for years, and in that time she has come…read morethrough for me countless times supporting all my financial needs, and helping me through any issues I may have had. She is the kind of person that will go above and beyond to help you resolve any of your needs quickly and in the best way possible. I trust her to always have my best interest in heart. I am also grateful to Dale because she supports my small business, and always goes out of her way to introduce me to other clients in her bank. She makes the entire banking experience easy and fun, I actually want to come in and see her and her team! Dale has also been super helpful when my teenage son first started managing his own money, helping him not only set up the account but also understand how to care for his finances. I wish I had a banker like that when I was a teenager! You can not find a better personal banker anywhere, I guarantee it! Dale is the one.

Dale Marie Golden is knowledgeable, caring and determined to empower her clients. She gave me very…read moresolid financial advice and is a pleasure to work with. Recommended!

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.

Ruth is comprehensive, caring, and has our family's best interest!…read more She gives you the best options for your household insurances while staying honest! It's an uncertain world at this time and I'm happy to have Ruth's support! To top it off: you might see her around town driving her wrapped car? I do! But today she was helping an injured man in the street. God bless you Ruth!

Great service, they always have a solution for me I use…read morethen for all my insurance rental or car.

Pedram has been my property manager for a duplex and 8 units in Berkeley for years. He is…read moreknowledgeable and efficient. His fees are very reasonable. for the past years, I rarely have any issue with tenants or repairs. if you are looking for property manager in Berkeley/Oakland area, he is an expert.

Terrible property managers. They rarely respond to service requests and if they do, it is after…read morerepeated calls and service requests. Their voicemail box is always full. If you are a landlord, do not use them because your tenants' maintenance needs will not be addressed, and then they will do their best to fix things on their own, which usually isn't a good idea.

I have been working with Tiffany for 4 years on my personal finances. I can tell you straight out,…read moreI would not be where I am right now without her! I am completely organized with an excel sheet that covers incoming/ outgoing expenditures so that I am set up for recurring items, as well as prepared for one-offs. My credit cards are paid off and I have a significant sum of money in my savings (something I hadn't been able to do before). I have separate accounts such as my "weekly allowance" for things like gas, groceries, movies, etc where I can track day to day where I stand; a Vacation fund, an Emergency account, etc. It's very convenient to meet on zoom on a periodic basis to keep things lined up and flowing smoothly. The relief of knowing where I stand financially on an ongoing basis is priceless! Not to mention that she is such an easy person to work with; smart and experienced beyond general personal financial management.

Where to start? I guess by saying that Tiffany "saved" me, well she saved me loads in credit card…read morefees and saved me from so much stress! My husband had died 2 years prior and I inherited his business and some of his debt, in the grief-fog I had been making the most of those dam credit cards. I was over $100k in debt, multiple credit cards some at 30% APY and my credit score was shot. I had held off going to a financial advisor for 2 reasons - 1. I thought I knew how to get out of debt - cut up credit cards and make payments - simple (wrong). and 2. It seemed weird to spend more money when you're already in debt. But I'm so glad I did! Tiffany and her knowledge and non-judgemental approach was worth every penny (and more tbh). Tiffany provided clarity and a kick up the butt to get my debts down. Not only focusing on what I can do now, but what I can also do in the future to prevent getting in debt again. Its been over 2 years since I first met Tiffany and I can say I am debt free, credit cards are at $0 balance and low APR and my credit score is crushing it! I plan to go back to Tiffany to work on my next stage of financial growth. Do it - you will be pleased that you did!

Tina has been doing my taxes for more than 10 years and I think she's the best! She takes the time…read moreto understand my business and suggest strategies to legally maximize my deductions. She helped me organize my record keeping to make it easier to find the information I need at the end of the year as well as pointing out missed opportunities to capture other deductible expenses. H&R never did that! Now I just send her my year-end investment statement, 1099s and a few other forms and she works her magic! I've been happy with the results every year! Tina also provides classes in various aspects of tax law that can help the average person minimize their tax liability. It's great to feel like you know what's going on without having to become a tax expert yourself and it's an opportunity to ask questions when you aren't getting billed by the hour. And sometimes other people ask relevant questions you hadn't thought of!

From the owner: Specializing in Tax & Small Business Coachingread more

I really like this wells Fargo location, the staff friendly & always very helpful everything I…read moreneed. Once staff her name is Renne, she is very nice & great service

So, I went to the ATM this morning. As I was using the ATM simultaneously a tech person began to…read morework on the ATM. My money did not come out of the machine. As I was telling the manager what happened she began to question me with stuff like are you sure it was that ATM, how can you use it with someone working on it. The first thing should have been we are sorry! Nevertheless they told me the money might be back in one hour when they knew that would not be the case. The supervisor even stated I can wait at the branch. Here it is the next day and the money still has not been put back in my account. Only go here for easy stuff or if you are rich. Because the manager there is not to be bothered.

Professional and Reliable Property Management I have been…read moreworking with The Cal Agents since 2025 to manage my house rental in the Bay Area, and it has been a consistently positive experience. Key Highlights: 1. Exceptional Team: I've had the pleasure of working with Wilsen, Ahyeza, Chris, Patricia, Jana, Fiona, Nikki, and Ramiro. They are professional, attentive, and easy to collaborate with. 2. Problem Solvers: One of their greatest strengths is that they never shy away from a hard problem. Whether it's a maintenance issue or a tenant concern, they tackle it head-on with a level of responsiveness that is hard to find. 3. Trusted Partnership: When you are looking for a partner to manage an investment property, creating an empathetic and caring relationship with the tenants is the most important factor. They have proven themselves to be reliable stewards of my property. Pro-Tip for Owners: Because they manage a diverse portfolio of both condos and houses, I found that providing clear context on my specific expectations for house-level marketing and maintenance from the start created a great feedback loop. Their receptiveness to this high level of communication is exactly why our partnership works so well; it ensures everyone is aligned from day one. Overall: If you need a team that is responsive and capable of handling the complexities of the Bay Area rental market, I highly recommend The Cal Agents.

The Cal Agents Realty Property Management, most recently Ahyeza Belarmino, has represented my…read morecondominium and me very professionally and correctly. I am very pleased with their services. -Ron-