Working with Kyle Clark has been a standout experience from start to finish…read more After a deeply frustrating experience with another financial advisor program, I was cautious about starting over, but working with Kyle has been a complete 180. From the start, Kyle was thorough and patient. He walked me through transferring all of my existing funds, helped me establish clear savings goals, and gave me concrete, actionable guidance I could actually act on. What impressed me most was his timing: all of this unfolded during a period of significant personal transition for me, and he handled every step with professionalism and calm. The results have spoken for themselves. My portfolio has reached record highs, and for the first time, I genuinely feel in control of my financial future. If you're looking for an advisor who is competent and steady under pressure, I can't recommend Kyle highly enough!

Been with GK since Day 1. Best financial decision I ever made was to believe in Danilo Kawasaki. My…read morekids and grandkids will be grateful for that decision someday!

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.

Tina was efficient and amazing to work with thru a complex tax prep with a new short term rental. I…read moreso appreciate her work and will be back again!

I found Wealth Management on yelp. Honestly Chat GPT also highly recommended:) I spoke with Alec…read morefor about 15min, and learned more than I have in all the presentations I've ever sat through for hours. He asked a lot of questions and even though I didn't have exact figures, he gave me several scenarios that would benefit my future goals. I was so motivated after talking to Alec, I started doing my homework the very next day. Im going to take everything I learned in that 15min and put into action this year. Thank you Alec for genuinely wanting to help others

Spoke with Mr. Tuckman today and he tended to me, even on a Sunday! He called me immediately after…read moreI submitted a request through Dave Ramsey's website. I wasn't raised with much financial knowledge. Mr. Tuckman was able to cut through any complications and provided me with some footing that anyone can apply to their situation.

HWM has been my fiduciary for many years, and I couldn't be happier with the level of service, the…read moreconsistent growth and the overall success of my portfolio. Highly recommend!

We've been working with Ken and his team for about a year now and couldn't be happier with the…read moreservices provided for a very reasonable rate. Ken is thoughtful, caring, and really takes the time to explain financial decisions to us. He provides frequent updates to our accounts and the market in general unprompted and it is a pleasure to work with him. We are excited to have found Ken early in our careers and look forward to working with HWM for the long haul!

I've been a client for over 20 years. John and the team have been amazing. The support and advice…read morehas really helped my business grow over the years. Keep up the great service.

I had been using a "basic" cpa for many years who only charged a few hundred bucks for my tax…read morereturns. As my income has increased the past couple years, I decided to use a better CPA who can provide me with the proper advice to save on taxes. In early 2022, John filed my 2021 tax return. Basically, his office staff plug in the numbers in the computer off of the docs you provide. Then John and you will have a zoom meeting to go over the numbers to make sure they're all correct. During the meeting, I asked John what I can do to save on taxes. He said "the more taxes I pay the better, that means I am making more money." He also said that I could buy a business and if the business has a loss then I can deduct taxes. I thought to myself why would I go through the trouble to buy a business and lose money. At least that was my understanding of it. The tax filing fee was about $2000 which was fine. Now fast forward to 2023, after looking into more advanced tax strategies and paying another high level CPA $10,000 one year consultation fee ( not including filing) I realized that John failed to mention or explain to me how to take advantage of cost segregation and bonus depreciation to save me tons of money. I don't want to explain how to do it to you. But because of John, I lost $100K of tax savings and $200k opportunity cost. Now I am doing it this year, but we are in a much worse overall investment environment. We cannot get that opportunity back. Disclosure: there was nothing John could've done my 2021 tax return because it was 2022 when I met him. But if he gave me proper advice during the meeting, I could have done certain things in 2022 to save hundreds of thousands on taxes. Now I just need to find a corner to cry. John is not a bad CPA. By all means, you should try him. But I didn't like his mentality that the more taxes I pay the better. The wealthiest Americans pay 0 taxes. I pay hundreds of thousands of dollars a year. My conclusion is that John might be an amazing tax filer. But I need tax planning. And I don't feel that he specializes in real estate , I do real estate. Now I am with a CPA specialized in real estate. My advice is pay someone 10k or 20k tax advisory fee, you have saved hundreds of thousands of dollars. P.S.: , My rich friend who sold real estate this year has a $1 million dollar tax liability. Thank God he talked to me and I referred him to the proper people. He's going to save $1 million this year. Just to tell you, if you have a large tax burden, please find someone for tax planning not to just tax filing.

Great service! Came…read morein here regarding transferring my 401k balance from previous employer to my 401k balance with fidelity. They told me that branch does investments like stocks and not retirement but the employee Lazaro helped me out regardless. I had questions on the procedure on how to transfer, I did not transfer the funds today. He provided me phone number of fidelity retirement support where I called several times. This location has plenty of parking and interior looks pretty clean. It feels pretty empty inside, like not a lot of furniture, no art work on wall, no plants, etc.

They were extremely responsive to my request for help. My husband is critically ill and I am…read moreresponsible for taxes this year. I needed help in acquiring documents and the response was professional, compassionate and immediate. They helped lessen my anxiety.

Greg is incredible to work with. He started his own business after working at a fancy wealth…read moremanagement shop working with very high net worth individuals, and now the rest of us are lucky to get access to him. He is very detail oriented and friendly during tax season and the rest of the year when we talk investments. Also very tech savvy which is a huge plus for me as I hate paper.

From the owner: At New Wave, we are dedicated to helping you achieve long-term financial security through…read morepersonalized and comprehensive wealth management. Our approach combines financial planning, investment management, and tax planning and preparation to provide holistic solutions that not only grow your wealth but also minimize taxes and evolve with your unique goals. We specialize in working with professionals in the technology and entertainment industries, as well as entrepreneurs and content creators. Our team has extensive expertise in areas like equity compensation, stock options, and other complex financial instruments, ensuring that every facet of your financial life is considered. Whether you're navigating the nuances of equity compensation, preparing for a major brand partnership as a content creator, or planning for other life milestones, we offer tailored strategies designed to meet your specific needs. At New Wave, we’re committed to making sure your financial plan is as dynamic and adaptable as the industries you work in.

I sent my mom here to get her taxes done because she had many questions I did not know the answer…read moreto due to life changes. Making an appointment was easy and she had a productive one on one session where her taxes were completed and all her questions were answered. In terms of cost yes it is more than doing it yourself but for peace of mind it's a great deal.

When the subject matter is finance, you definitely want to work with someone you can trust. I was…read morereferred to Kiak for my tax preparation, and I've never felt more comfortable and safe. Kiak, is not only very knowledgeable, but he is exceedingly educated and experienced. Although he is very straight forward, you can clearly see he has only good intentions for his clients. First time working with him and I've already feel confident in referring him to my friends and family. Me and my husband plan on working with Kiak for the future because we've establish a great bond with him. You will find that he is well organized and he is punctual with his work. I am thankful I got the opportunity to work with him.

I spoke with Jennifer roughly 6 months ago and just had an initial consultation. She was so kind…read moreand encouraging, and informative. I had reached out to other financial planners, one who never pinned down a date with me and another who was incredibly negative about my situation, and frankly scared me. I shared my debt and expenses with Jennifer and we had an honest and encouraging conversation, she even went over the 30 minutes mark. I hope I'm positioned better soon to use her services more! But it was a nice start. :)

Pathway Financial has helped us tremendously. We were late getting into the whole "save for…read moreretirement" game, and Jen has steered us right! Before we met her, we were in debt (failed business), and clueless as to our savings and 401k's. Over the last few years, with her guidance, we have gotten out of debt and are well on our way to building our financial future!

Vickie is an absolutely wonderful resource for divorce financial planning. I run a successful…read morerelationship blog (over 7 million views to date and a book deal) and I use Vickie as a subject matter expert on divorce finances, especially when dealing with infidelity. She's got a cool head, and a soothing voice of calm, rationality when dealing with highly emotional subjects (money! yours!) I recommend Vickie and her financial services without reservation. She's a gem.

Using Adams was a huge mistake. I found her through a meetup.com group that she hosted for women…read moregoing through divorce. I thought she was going to help me but now (after over a year), I realize she charged me an unbelievable amount of $ for the original 2 hours of work that we did together in the very beginning of our business relationship. Because I believed in her early on, I also followed her other recommendations and those have also turned out to be very bad investments.