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    Mia's Fiduciary Services

    1.8 (5 reviews)
    Open • 9:00 am - 5:00 pm

    By appointment only

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    Services - Mia's Fiduciary Services

    Estate planning

    Inheritance planning

    Investment management

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    Recommended Reviews - Mia's Fiduciary Services

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    1 year ago

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    7 months ago

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    Ask the Community - Mia's Fiduciary Services

    Do you provide the service of paying the bills and handling our money when we are gone to our son who cannot manage our estate? This means paying all the bills and keeping up the needs of due dates, investments, renewals on everything we have.

    Hi, Chanel - I am so sorry I didn't see your post until today, more than 2 days months later! I didn't realize Yelp had this "Community Questions" section and have only seen requests people posted.… 

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    Tessara Wealth - Kimberly Keesler Herrera, MBA - Financial Planning Resident

    Tessara Wealth

    (27 reviews)

    We've been clients for almost 10 years and have worked with most of the firm as they've grown…read more Tessara (fka Ballast point financial planning) has been instrumental in guiding us as our income and net worth has climbed. Shawn has also been a trusted resource for referrals to other services we have hired in the Bay Area and we're so appreciative of him. Most recently, Vidalia is our lead planner and she is fantastic! She is knowledgeable, responsive and personable. I admire how she handles my questions in such a calm and composed way which I know can be challenging sometimes since I handle clients in my own career. We've "graduated" now that we have a stable financial plan but will have no hesitation becoming clients again if our planning needs change in the future.

    Shawn with Ballast Point helped us do a one-time consultation of our finances. Shawn was incredibly…read morethorough, looking over all of our financials then providing advice on specific questions we had (if we should keep our home as a rental vs selling, advising us on stock options, etc) as well as letting us know where we could make some adjustments to our savings and brokerage accounts. We got advice on our kids' 529 accounts and upping our life insurance policies and Shawn gave us the name of a fantastic law firm who handled creating our living trust. The Google spreadsheet with the breakdown of our finances and things for us to consider in the short and long term was also great and something we will absolutely be using in the future to track our assets. Very grateful for Shawn and BPFP!

    Mia's Fiduciary Services - financialadvising - Updated September 2026

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