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.

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.

Gary is extremely knowledgeable and stays up to date in his education which is extremely important…read moreto me. He listened and provided answers to immediate concerns and met all expectations (and then some!). Highly recommend Gary to anyone who is looking for an expert in the finance/tax planning field.

I had a 15-minute introductory consultation with Gary, and I cannot recommend him enough. As a…read morefirst-time small business owner, I was completely overwhelmed by the whole sole proprietorship transition. Gary was incredibly patient, helping me navigate my confusion regarding 'cash basis' accounting and clarifying why my specific contracted work resulted in a W-2 rather than a 1099. ​What impressed me most was his honesty; he explained that my current tax situation is simple enough to handle via software and encouraged me to save money by filing myself this year. He even provided AI-generated notes from our call so I could stay present in the conversation instead of scribbling notes. If you want a CPA who is knowledgeable, tech-savvy, and has high integrity, Gary is your guy

I have never really had a financial education, and having ADHD has made it difficult for me to…read morelearn how to manage my money. I had a consultation with Jennifer this week and in 30 minutes, I literally understood more about my finances than in my entire life. She was so knowledgeable and yet down to earth and easy to understand. I hung up so motivated and empowered and already made significant and impactful changes! I cant recommend Modern Family Finance enough.

Writing a review for my financial planner was not on my Bingo card for my life. But when Jenni,…read moreLisa, and Cathy at Modern Family Finance are as fantastic as they are, it has to be done. To set the scene: I don't know anything about money, or the market, or really budgeting, if we're being honest. My working class family didn't know anything to teach me, and I was resistant to learning because I was sure it would mean discomfort at best and shame at worst. Luckily, opposites attract, and my spouse is a Responsible Adult who wanted to manage some inheritance in addition to our weirdly/ unnecessarily complicated financial situation. Enter: Modern Family Finance, referred to us by a friend. In my mind, they are fantastic for three main reasons. 1.) Based on what I just described, you will not be surprised to learn that I truly have no clue as to the wizardry they do with investing, but I love this. As far as I'm concerned, my accounts are like little Tamagotchis that I get to occasionally login to check and see how they're thriving. Our money is doing great, our finances are tidy, and our goals are being met! My Responsible Adult spouse DOES want to know, and Modern Family is an open book and wants to teach. Everyone wins! 2) The whole process of working together centers around YOUR particular and specific needs, goals, and personal priorities. They keep in mind both short term needs and long term visions to help you get and stay on track. I really appreciated the emotional intelligence and care Jenni brings, especially to our early meetings, and I still think about the questions she asked to help us understand our own relationships to money, and what needs to heal to move forward. They truly work with you where you are. Their approach is clearly not just about managing money, but building quality of life and empowerment. 3) They are truly the kindest people you could hope to work with. Getting me to respond to an email about life insurance or the 401K from ten years ago is like trying to put a cat in a bathtub, but somehow, miraculously, they don't judge. The team is thoroughly patient, kind, ridiculously detail oriented, and in general the most delightful people you'd hope to meet. As a queer couple navigating major life transitions, they give us clarity, patience, and structure without overwhelm. We'll be clients for life.

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.

I had a great time working with Adam. During the complimentary initial session, we went over…read moreexpectations to make sure we were a good fit, he asked me to think about why I wanted to meet with him, and I had an idea of what things I needed to do to make the most out of our next two sessions. During our two hour-long sessions, we went over my spending versus income. He helped me look at my spending from various perspectives and encouraged me to put together a budget that I feel really good about. Before coming to Adam, I was having quarterly panic attacks late at night, whenever a large bill would come in, about how I was going to get through the next few weeks. I feel much better having worked with him and feel that I have the tools to spend more responsibly, analyze my spending habits, and put together rainy day funds to plan better for the future.

While we didn't end up moving forward together for now, Adam really helped me clarify my goals and…read morefeel a bit more grounded as I embark on the (super overwhelming) journey of trying to understand and manage my finances. His approach is warm, patient and non-judgmental. Thank you Adam!

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.

If I could give more stars to Daniel, I would; he and his office staff are simply wonderful at…read morehandling both the hard bits (investing, presenting options, keeping me up to date on the state of my finances) AND the soft bits (listening to my concerns/needs and explaining things with fabulous charts/graphics). Daniel has even hosted my 2 young daughters in a session of Finance 101. I will be retiring soon, and feel calm about and clear on my financial picture - I credit Daniel and his team for this.

Daniel has been my financial guy for over a year now.... I could not be any happier. He is…read morewonderful. My wife and I make just enough money to put some aside for retirement - and he helped guide us through the process. He doesn't force you to do anything (which my wife likes) and simply gave us the options for us to decide. He knows how to get you the most bang for your buck - and will make investing easy. I pray he stays in finance for life - as he will be my financial guy for life. Thanks Mr. Jew.

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!

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!