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.

Sylvia is very smart, extremely knowledgeable, and a great listener. We learned so much from her…read moreand got amazing results. She runs a great operation from her modest little office. We feel lucky to have found her.

I can't talk enough about Sylvia's professionalism and attention to details, we came to her last…read moreminute and she was able to accommodate us and not rush us. Taught us everything about taxes and what we were missing before, she is honest, kind, detail oriented, and puts her clients interests first with integrity, the value she added to us taught us how to be prepared for filing our next year taxes after having terrible experience the last 4 years of filing taxes, thank you Sylvia for everything

Stephen has managed my portfolio for four years - and has exceeded all of my expectations - -…read morehighly recommended. Peter

From the owner: Registered Investment Advisor offering fee based financial planning and wealth management services.read more

LA Wealth Management does a great job managing my company's retirement plans. Laurie is friendly,…read morehelpful, and available when we need her.

Laurie Allen is such a pleasure to work with. We have watched our portfolio grow consistently…read moreupward under her management. I would confidently recommend her services to anyone. I trust and value our working relationship. She is respectful, very experienced and type A ( super organized and thorough) which is what you want when someone is managing your money. Best of all she is kind, genuine and excellent at what she does. She has found her calling!

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.

Citibank of Manhattan Beach has always been a good location for me, especially for my nighttime ATM…read moreneeds. The branch is located at the same shopping area as the Manhattan Village Mall with well lit ATM's and parking lot, adding to my sense of safety. I appreciate that there are two available ATM's, allowing for quick access and usage. The location is clean, well kept, and safe, making my visits always feel secure.

Went in on the Monday before Christmas at about noon. No one in line ahead of me. One teller…read moreworking. There were a few others working in accounts/loan area. Only one was with a customer. I waited in line for about 15 minutes. 3 or 4 other customers are now in line behind me. At other branches, someone would come over from accounts/loans to see if they could assist someone in line. But not here. Not on this day. One lady behind me got out of line and left. When I finally got called to the teller, she had to leave the window to get more cash for my withdrawal. She was gone almost 10 minutes. If this is Citibank's way of encouraging customers to use CashApp or Venmo to give Christmas money gifts, this is the way to do it.

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!