Tom was excellent! He helped me out significantly with a 30 minute appointment to see if he and I…read morewere a good fit. Because of particulars of my case, we were not a good fit, but he recommended several people who would be. He also told me what to look for in a financial planner/wealth management specialist. It was incredibly helpful. Tom was great at active listening and making sure he was getting the correct information from me. While other specialists I've talked to were knowledgeable, they were not as careful or thorough as Tom about making sure they understood my assets, income, living situation, and goals as Tom was.

My husband and I had a great 30-minute session with Tom. He was very thorough in understanding our…read moresituation and assessing what next steps are based on our goals. As someone who isn't particularly confident managing my personal finances, it was reassuring to have a professional like Tom take us through what we should be thinking about and how to work toward our goals. We left with some recommendations that will help us stop being ostriches and actually learn to manage better long term.

Fantastic service!…read more We'd been searching for a financial professional for a while now and was very surprised when we could book a one-on-one free consultation with Ms. Teh the very next day. We detailed our plans to her, she gave us her professional opinion and gave us homework to do. She was pleasant, communicative and obviously knew her profession. We'll be using her in future for sure!

I have met with Christine Teh three times now. As a math teacher and professional, I have always…read morefelt a bit of shame and embarrassment about not being able to get a handle on taxes and finances. Christine was so encouraging. She took the mystery out of all the mess and gave me the confidence to take ownership of my finances. I always felt safe to ask any question, and she always answered in a way I could understand. This coaching experience has been life-changing! I cannot speak highly enough of Christine Teh and the invaluable financial guidance she has provided.

Jeff spent a lot of his valuable time to provide me with great advice about selling my business,…read morewhen I was confused and apprehensive about the process. He is genuinely interested in helping people--even those who are not his regular clients--navigate a confusing and muddled process. I highly recommend him and his services.

Provided a lot of information snd good advice and direction for the next tax return. His staff were…read morepleasant helpful and attentive

Becoming spiritually connected to my finances was something I had never considered. Creating a…read morehealthy realistic relationship with money gave me the self-assurance that money is not just about money. We all know this right. Do we? Realizing that abundance and prosperity is so much more than the bottom line opened my channels into paths of certainty, with abundance. Saving money is always good, but fully understanding our life's abundance with financial and physical well-being is amazing. Denise is kind, smart, encouraging and dedicated to facilitating abundance in all of us. Thank you Denise XO

Can I give her 10 stars? Please?…read more I am a firm believer in personal development and seeking support when I feel stuck in an area of my life. But it never dawned on me to go to a money coach until a friend described Denise as an "angel" in his life. As a standard-issue American I've always had secret emotional issues with money. All I was aware of, though, was that I hadn't saved enough. But in meeting with Denise I've learned how much unhappiness I've had around money-- and I've learned that I don't have to be unhappy with it anymore. I can feel a massive burden lifting, and before Denise I didn't even know I was carrying the damn thing around! Oh, and yes, I know I'll get the whole saving issue licked as well. Denise is in a class of her own. She truly is magical, an angel. And she's incredibly informed, expert and professional. I wish the other people I've gone to in my life were half as effective and Denise, but they weren't even close. If anything I've said resonates with you, do NOT hesitate to see Denise! You won't be sorry, I promise. One more thought: I was surprised that Denise had so few reviews here, especially given her stellar reputation and how long she's been in business... And then I noticed how embarrassed I was at the thought of publicly admitting that I'm seeing a money coach. Nobody admits to needing help with money, and everybody that I know well admits privately to having a miserable relationship with it! So please don't assume that, because Denise only has two reviews, she isn't as great and successful as she actually is. :-)

really bad experience, agent has no experience and has a very rude way to answer the phone, i…read morerecommend going else where, and get your moneys worth,thanks

Brian Wong has been our financial advisor for the last 20 years or so. We have done well with him…read more We started with him before he was at Wadell & Reed and he recently moved to Red Tower Advisors / LPL Financial in San Mateo. We have talked with Brian twice this week as thanks to stupid Donald Trump we see the market sliding downhill. This is one of our retirement nest eggs and he is helping us protect it.

Best people I have ever work with, they are amazing and always willing to help, i have never had an…read moreissue with them and as long as you don't expect miracles on your taxes they do a great job. I can honestly say they do great work and I have been going to them for a long time now, he is so great that even after moving away from the area i go back to him every year. Edgar E

I called this business 3x, left a message and so frustrating. So I decided to look else where.read more

We committed to working together, I felt they were unresponsive once we started uploading docs…read moreetc., and they then suddenly told us they'll no longer work with us with no explanation and didn't respond to any follow-up questions. We're now left with very little time to find a replacement and we'll probably lose a lot of money as a result of this surprise from them. Facts: we agreed to work together at the start of this year. They shared a portal for us to upload docs into. It took us a few weeks to get started uploading those docs but we're still within their purported time-frame in mid-February. We had some access issues that, for myself, they fixed; that was not fixed for my wife and we had to bug them several times in the last week before our scheduled tax prep meeting. They then reached out to me, saying that they can no longer work with us and that they'll delete all the files I uploaded to their vault. When I asked them why, they did not respond.

I've been working with Akram at All About Your Taxes since 2021, and I can honestly say he is the…read morebest tax professional I've ever had. Before finding him, I was going to a lady in Chinatown because her prices were cheaper, but I quickly learned you get the kind of service you pay for. Mistakes were made on my taxes, and I needed someone reliable and knowledgeable to fix them. That's when I found All About Your Taxes, and Akram helped me amend the errors and get everything corrected. Since then, I've stayed with him every year because he is extremely thorough, detail oriented, and professional. The entire process is always smooth, seamless, and stress free. Akram truly goes above and beyond. He takes the time to explain everything clearly, answers all of my questions, and always acknowledges my emails. Akram gives great advice that is tailored to my situation. I always feel confident that my taxes are being handled correctly. I am so happy I found Akram and I highly recommend him and the team at All About Your Taxes.

Aaron was recommended to us by a friend when we were trying to figure out what we should be doing…read morewith our money to feel comfortable in the future. We have always been savers, but knew we weren't making the most of what we had... and we were worried that we'd never be able to retire, or even if we could survive without two huge incomes in the Bay Area. Aaron listened to all our concerns, looked at our finances, and then went over everything he'd do so we could feel comfortable about our future. He likes to say he's not a therapist, but I literally got more out of his meetings than I would with any therapy. Aaron makes you think about what's really important to you in life, and how best to use money to actually be happy. With his guidance, my husband and I are so much more comfortable with our future. Aaron is so easy to talk to and we mesh well with him. We had actually talked to another advisor before him (another recommendation), but didn't feel very comfortable with him. Every meeting we have with Aaron, we always comment how we're so glad we found him! Highly recommend!

Aaron has been an amazing financial advisor and a rockstar of a planner…read more He showcases his breadth of knowledge on all things finance-related when I bring up an unfamiliar topic or a confusing finance document, and he helps me understand counterintuitive financial principles, calls out my financial blind spots, and helps me see perspectives on how to approach a life/financial decision that I wouldn't have ever considered. After vetting a handful of financial advisors five years ago, I ended up choosing Aaron in large part because I value how his approach to financial planning is more than merely quantitative. Aaron spends the time to understand me, what drives & motivates me, what I want to do in life, and then he's able to craft a plan with my finances to get me to where I want to be. Because of this, Aaron never pressures or burdens me with a investment decision; he explains everything to me in a very digestible way, but defers to me for the final call. Aaron also has a very affable personality, and it's super easy to talk about anything and everything with him, which I greatly appreciate because finances permeate deeply into all aspects of life that it requires a relationship built on trust to be to share vulnerably and openly. Even as my goals and desires change, or as my family grows, Aaron pivots along with me, and he gives me the confidence to wholly entrust all my finances to him so that I can focus on the non-financial aspects of life. I'm also super thankful of Aaron's flexibility. Sometimes our conversations run long, but I never feel rushed. Other times, I'm at a crossroads with a big financial decision, but Aaron has gone above and beyond to take an impromptu phone call in order to give me the advice that helps me make the right choice. I've been recommending Aaron to anyone who asks me for a financial advisor, and will continue to do so. There's no other CFP I can envision working with!

As a young person a few years out of school, I was looking for an independent financial advisor who…read morecould invest money for me outside of my 401(k) contributions. I found Top Gun Financial through word of mouth and have been a client for about 4 years. Greg provides outstanding service and is always responsive to emails and calls. This is especially important because I am not local to the area. Greg keeps in touch on quarterly basis through a client newsletter, which I always read so that I can keep up with his investment strategy and what's happening in the markets. I've learned a lot, and the results have kept me a client all these years. I would highly recommend Top Gun Financial to anyone who is looking for independent financial advice.

From the owner: We manage stock portfolios for individuals providing superior investment performance and a personal…read morerelationship. We also provide financial planning and consulting services on an hourly basis.

We scheduled a zoom call with Gary for some advice and to determine if we should use his services…read more He answered all our questions open and honestly, guiding us in the right direction. If the need arises to use a CPA in the future, I wouldn't hesitate to call Gary again. Thank you for your advice, Gary!

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.