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!

David gave a very helpful consultation. He is knowledgeable about tax and explained in easy to…read moreunderstand way.

Mariela is relatable and patient. I love that she meets you where you are on your financial…read morejourney. She's uplifting and very knowledgeable on how to set actionable steps to improve your financial situation.

When I first started with the company three years ago it was fantastic!!! I had l no issues with…read morethem managing the budget however in year 2025 I've had the worst experience ever. They struggled with keeping track of my daughter's budget and paying invoices in a timely manner. I really love their customer service especially the worker Hyman,, Bianca and Christina. They are knowledgeable and always available to assist. I would give this company two stars

If you can find ANY other FMS, do it. The reviews are bad for a reason. They have been rejecting…read morevendor invoices almost every month for my kids for 2 years straight. They're rude, they constantly change their process and their staff. Truly horrible customer service and service in general. The one good review on here has to be someone who works there.

​​Update: I'm thrilled to share that we sold our home and purchased our forever dream home in May -…read morejust a few months after working with Michelle! ​I credit my husband for finding Michelle on Yelp, as that decision ultimately became the catalyst for achieving one of the biggest milestones of our lives. I'll never forget in one of our final sessions when Michelle said, "You could be in your dream home by this summer." Those words became a mantra that carried me through the stress and uncertainty of simultaneously selling and buying a home. Throughout March, April, and May, I repeated them often - and she was right. Today, we're living in our forever dream home and couldn't be more grateful. We're enjoying time with family​, friends​ and watching our two Labrador Retrievers swim in the pool we always dreamed of having. A huge thank you to Michelle for helping us believe this goal was possible and for giving us the confidence and roadmap to achieve it. If you're considering working with her, I can honestly say the impact extends far beyond finances--it can truly help change the course of your future.

When we first reached out to Michelle, my wife and I were feeling lost and honestly a bit desperate…read moreto get control of our finances. Living paycheck to paycheck--despite having solid incomes and no kids--was frustrating and stressful. We initially expected to walk away with a simple budget. What we got was so much more. Michelle didn't just organize our numbers--she gave us clarity, confidence, and peace of mind. She removed the fear we had around money and replaced it with a real plan and direction. More importantly, she set us up for long-term success and a stronger financial future. We truly can't recommend her enough.

Great service, handling all items that they said they would. Will use again in the future if we…read moreneed it!

They are the best of the best!!! They are knowledgeable…read moregreat customer service and they go above and beyond. Sandra helped me increase my credit score almost 200pts!!!!! Thank you to this team!!! Highly recommend

I wish I could give him more stars. He is the best financial advisor that I've ever seen. He is…read morereally analytical and he is one of the top when it comes to services. I am so positive that you can get a best solution regarding your financial situation with him.

From the owner: My business specialize in "Personal Care"…read more There are too many companies and products out in the market, that my clients are flooded with too much information. As an independent broker/advisor, I am always on my client's side, guiding them to the right direction

Karl and Jamie helped us navigate the maze of qualifying my mother for Medi-cal coverage for her…read morelong term care. They were thorough, professional and respectful and successfully qualified her for coverage, saving us thousands. Every case is different but I would trust them to to do the work again in a second.

My 94 year old Mother lived alone and was very active until she fell in the shower and broke her…read morehip. That day was the end of her ability to live alone. My four siblings and I were an emotional wreck when this unexpected life change was thrust upon us. We didn't know anything about elder care or what services were available. We began calling everyone we could think of for advise and help. We were drowning in sorrow and confusion. There were so many decisions that had to be made immediately and we didn't have a clue what to do. Everything felt urgent and it was so important to my Mother's wellbeing that we didn't make a mistake. By an absolute stroke of luck, Karl Kim was mentioned to us by a friend as someone who might be able to help. He and his staff have been wonderful in guiding us through the past 8 months of care facilities, Medi-cal applications, banking advise and hospice care information. I appreciate that I get a reply to my emails and phone calls almost always the same day. One meeting with Karl and the dark mysterious cloud of elder care was lifted from our lives. Thank you Karl and staff for all you have done for my family these past 8 months. You have truly been a Godsend. I know all these five star ratings might seem a bit over the top and I am adding yet one more, but I sincerely believe he is deserving. He absolutely has all the elder care answers and goes above and beyond to share them with you. If you are struggling with elder care issues - reach out. You won't be sorry.

Great experience with Trevor. Personable and a great resource and advisor. In the local area.read more

Best wealth management and financial advisor in Long beach. Thank you so much for being a trusted…read morepartner for us!

I was in the process of meeting several financial planners on behalf of my parents and came across…read moreDelia's information through a location search via letsmakeaplan.org. Her name was also familiar based on mentions in Los Angeles Times "Money Makeovers" articles. She is fee-only -- $275/hour -- or a percentage of AUM. Just depends on your needs. No charge for initial consultation. She provided a Form ADV which is a public disclosure form required by the SEC which details firm info, personnel info, services provided, fees, etc. I appreciated the fee-only structure because she is not incentivized to push clients to certain brands or products (i.e. annuities) for a commission like previous advisors we met. She made recommendations based on client fit and risk tolerance taking into account my parent's entire financial picture (cash flow, real estate, taxes, etc.). For my parents, who are passive investors and didn't need much hand-holding, we determined advisement/adjustments on a quarterly basis was the best route. Her demeanor was friendly, informative and patient. All of which conveyed a sense of trust and assurance for my parents. We are not official clients but looking forward to the next official review.

I went to FFA because of the excellent reviews, her experience and was listed on NAPFA…read more Unfortunately, my experience was not positive. I was clear from the beginning about the purpose of the consultation when we spoke on the phone and was willing to work with me to schedule the consultation. On the consultation date after i uploaded my docs, she just did not seem prepared. Amongst a series of problems, from the start she focused on how I could use the software program, not my primary concern. Worse, we spent 45 minutes on the phone with the software technical assistance person (who now also had access to my financials) trying to figure out a fairly simple comparison. At certain points they both appeared to forget I was there. Suffice to say, I left that consultation without my main issue fully addressed. Final straw, when I emailed her later that day to express my dissatisfaction, she never responded. She is probably a great CFP, but with this customer the experience was an epic failure.

I accidentally created a duplicate account on my mobile App and the Fidelity customer care rep…read morehelped me with closing out the second account. Also, I was given instructions on how to navigate through the Fidelity App on making transfers and trades, etc. Very customer friendly. I highly recommend Fidelity as my go-2 investment company. Charles Taum

Closest Fidelity office in Seal Beach, this location has plenty of parking and a decent variety of…read morestores to shop or eat at. It has a very similar set-up as other Fidelity offices: once you walk in, you notice at least 2 associates standing behind a counter ready to help. We had an appointment with our advisor, so we mentioned that, and they let us know he would be notified and we should have a seat. We were early so waited a bit. The folks behind the counter are young, and since not overly busy, were carrying on conversations with each other. Since we were here last, the office put in a new beverage machine: the Flavia Creation 600...completely self-serve. Created a really good cup of mocha with two custom packs of hot chocolate and coffee. And the disposable packets are automatically 'injested' so nothing to remove/dispose. Coming here gives us an excuse to explore the Seal Beach/Huntington Beach area for the afternoon, which is what we did.