I found Wealth Management on yelp. Honestly Chat GPT also highly recommended:) I spoke with Alec…read morefor about 15min, and learned more than I have in all the presentations I've ever sat through for hours. He asked a lot of questions and even though I didn't have exact figures, he gave me several scenarios that would benefit my future goals. I was so motivated after talking to Alec, I started doing my homework the very next day. Im going to take everything I learned in that 15min and put into action this year. Thank you Alec for genuinely wanting to help others

Spoke with Mr. Tuckman today and he tended to me, even on a Sunday! He called me immediately after…read moreI submitted a request through Dave Ramsey's website. I wasn't raised with much financial knowledge. Mr. Tuckman was able to cut through any complications and provided me with some footing that anyone can apply to their situation.

Great service! Came…read morein here regarding transferring my 401k balance from previous employer to my 401k balance with fidelity. They told me that branch does investments like stocks and not retirement but the employee Lazaro helped me out regardless. I had questions on the procedure on how to transfer, I did not transfer the funds today. He provided me phone number of fidelity retirement support where I called several times. This location has plenty of parking and interior looks pretty clean. It feels pretty empty inside, like not a lot of furniture, no art work on wall, no plants, etc.

They were extremely responsive to my request for help. My husband is critically ill and I am…read moreresponsible for taxes this year. I needed help in acquiring documents and the response was professional, compassionate and immediate. They helped lessen my anxiety.

Avoid like the plague. These guys do NOT do what they say. They sold stuff of mine that was…read morereliable and stuck it in some high risk funds and some 2 star funds. What?!? Hard to get ahold of. They definitely did not make me feel valued. I was talked to like I was an idiot with no investment experience. And their tax department. Doesn't really exist. They have some "preparers" but then pay someone at a big firm to review because they don't have the experience. They actually said you'd be better hiring your own firm and not using us. More later. Too angry to type more

Using EP Wealth Advisors (EPWA) was a complete disaster for us. When my wife fell victim to skilled…read morescammers that led her down a path of ruin, she had EPWA empty her retirement account of nearly $1 million (the scam was later the cover story on the February 8-14, 2025 edition of The Economist). She informed EPWA it would be put into crypto. While they advised against it, they took no action to notify me - something that would have been appropriate since that retirement money was a huge part of our financial plan that I, my wife, and EPWA were all signatories to. Hence, seems given the extreme risk being levied on that financial plan, it would make sense to at least send an email to me about the unusual action. But, no, and my name was never even mentioned. Chad Burton, who had been to our house when we became clients, would eventually hide behind his compliance officer, Mario Chilin and their lawyers, becoming totally silent on the matter after some initial contact to find out what happened (noting it was a subordinate handling our account). Mario would maintain they "met the elevated standards of service and duty as a Fiduciary." My God. Their lawyers would repeatedly maintain that it was not a "red flag" that my wife was putting all of her retirement money into crypto. Really??? I recently pointed out to them about a panel of advisors the Wall Street Journal interviewed concerning crypto - the conclusion - if one must have exposure to crypto, make it no more than 1% of your portfolio. That article was published before our scam. But, my wife putting 100% of her retirement into crypto wasn't a red flag??? I guess not in EPWA's world. Doesn't stop there. During a webinar hosted by some cybersecurity firm they paid to educate people on scams, when they got to something like our scam, I said in the chat box my wife had fallen prey to such a scam and followed with, "What should EPWA being doing to prevent such an obvious scam...EPWA could have just emailed me and nothing would have happened...EPWA should be smarter if they are handling large sums of money." For that, they immediately kicked me out of the webinar when I could have added to the education of the listeners, knowing more about the scam than those hosting it. Not only that - they then sent me a cease-and-desist letter claiming I'm defaming them. Unbelievable. They defame themselves. This is EPWA. It's all in writing. Nothing made up. Meanwhile, we've done a lot to fight the crime. My wife joined a group that ended up educating the FBI, Secret Service, and chief prosecutor on the crime (their work even led to the arrest of some in Cambodia). My wife has helped many other victims, sometimes talking some down from suicide. A book is being written about it by an investigative reporter. There is still much to do to fight the crime that becomes increasingly sophisticated, including the use of AI. All while we still have a cease-and-desist demand from EPWA. In my opinion, these are very bad people not deserving of people's business.

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!

I have worked with Ketterman College Funding since our 1st of 3 went off to college in Fall of…read more2020. Many college counselors focus on helping students get accepted to college while Ketterman focuses on what families can realistically afford. I needed that insight and valued Kim's expertise while we were navigating that first college experience. It helped us focus our efforts in a realistic direction for us. Since then Ketterman has helped us with financial forms for my other two children and I truly couldn't imagine navigating the college financial landscape without their team's knowledge and expertise. Would definitely recommend.

I can't recommend Ketterman College Funding more highly to ANYONE sending their kids to a 4 year…read moreuniversity. The complexities of managing my modern financial life is enough... asking me to regurgitate all that info for FAFSA? Forget about it! Kim was there every step of the way... through several university transfers, new employment statuses, weird asset accounting. Thank you, Kim! Also a big shout out to Patrick Comer who walked us through the hard parts... over and over. Jackson's awards were far more than what we expected and for that, we are very grateful.

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!

Been with GK since Day 1. Best financial decision I ever made was to believe in Danilo Kawasaki. My…read morekids and grandkids will be grateful for that decision someday!

I have been a client of David's for years now, and he is the absolute best! He has guided me…read morethrough good markets and multiple market downturns and has been a rock for me the entire time I've been with him. He's also guided me through the loss of a parent with exceptional care and kindness. He has taken away so much stress from my life and made finances easy! He's always super fun to talk to and is just the best at what he does. I highly recommend him to anyone looking for a top-notch CFP.

Generally speaking, discussing the topic of personal finances and money is seen as a crass or dirty…read morething. It's just not done. You're more likely to know someone's sexual orientation these days, than how much they have in their bank account. Money is the last taboo. Our culture and media fills us with ugly, confusing un-truths about money, and there's that age-old cliche, "Money is the root of all evil." And yet, we all want Bling. Ironic. With such negative connotations surrounding us, it's no wonder many Americans struggle to understand their finances, and have difficulty creating (and maintaining) wealth. IMHO, it is easy to place the blame on banks and the wealthy for "robbing" the 99%, but true money management means taking fiscal responsibility, discipline, and a good hard look at yourself, with regards to life goals and planning. It is also about not being afraid. With money being a topic that's so sensitive, I'm pleased to advocate the financial planning services provided to me by David Rae, CFP (Certified Financial Planner). Having grown up myself filled with negative, misleading money messages from my thrifty immigrant parents, I knew, after grad school, I needed help dealing with my finances for the long term. Their attitude was always, "We don't have enough!" While that's a truth in their eyes, it wasn't an attitude I wished to adopt. So I made it a point to understand my finances: understanding how I related to money is one thing (how do you save, spend, borrow, and invest?), but managing my own portfolio is quite another. My stint working in dotcoms, with the company 'going public' on IPO, gave me my first taste of stocks...and the headaches in taxes that came with it. Now a business owner living a full life, I simply do not have the time, the foresight, the training, nor the inclination to be my own financial planner. Best to leave it to the professionals. In this case, David Rae has helped neatly steer my finances, weathering crappy economic recession and hard times, and taking full advantage of current market trends and its opportunities. All while understanding my level of risk-taking, and my future plans. David makes it simple and manageable for me to invest in my future (yes, he will continually ask you for money...TO SAVE) -- and thank God for that, because I know I can't do it by myself! Most Americans are living to 90 years of age. Have you got your finances squared away to anticipate your needs until then? If not, you ought to give David a call. His goal is to shield you from mistakes made from irrational exuberance and emotion. That said, once I signed on, I found myself sleeping easier at night. Recently, David showed me he got me 23% return on investment, in 2 1/2 years! I told my tax preparer http://bit.ly/sQVEdu this news, and she gasped in surprise, saying, "Most people are lucky to get 18% on return! You got 23%?? That's amazing!" David Rae is a keeper! Thank you, David Rae!

I had an amazing experience yesterday at Charles Schwab yesterday. My parents have had an account…read morethere for over 30 years and I was helping my mom with the family trust and investments. We meet with Matthew Diaz to get the money moved around and filled out the paperwork to include the family trust. Matthew was very helpful and patient as we had several questions. His calm and professional demeanor was refreshing. He did not rush us, spent as much time as needed to get my mom's account settled. A big shout out to Matthew!

I have an account with Schwab and do all my business on line. I have a requirement to visit an…read moreoffice in person, and I need an appointment. I got into a robotic phone tree and my experience was one of the worst I have ever had. I got handed off, had to reenter information I had already entered, twice. Finally got through to a live human, nowhere the office I need to visit. The representative told me he could not connect me to the office I need to visit, but would contact them and have them call me to make an appointment. This was Wednesday, as of Friday evening, no call. Extremely disappointed

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!

Banking representatives need better knowledge of their own products. I visited looking for a…read morecross-border account, but the staff had no idea what I was referring to. They didn't make any effort to contact a manager, research it online, or check whether such services existed within their company or affiliates. If I have to do all the research myself, I might as well do business with myself! It turns out this service has actually existed since 2012 through Royal Bank Georgia. I suggest updating staff training and product knowledge. Thanks to AI technology, I was able to find the information on my own--and I'm now a very happy customer.

Need a Loan Officer Who Gets It? Call Paul Marshall…read more Buying a home is stressful enough, but when you're using a specialized program like City National Bank's Ladder Up, you need a loan officer who knows how to navigate the process, advocate for you, and keep things moving. That's exactly what I found in Paul Marshall. The Ladder Up Program is designed to increase Black and Brown homeownership, especially in communities where those groups are the majority. It's a powerful resource, and I'm grateful it exists. But like any program with grants and specialized requirements, it takes patience, persistence, and someone who understands the process inside and out--that's where Paul came in. From the moment I started, Paul handled my loan with urgency, care, and a level of professionalism that made all the difference. He wasn't just doing paperwork--he was actively advocating for me, making sure my loan didn't get stuck in the process. And let me tell you, this wasn't an easy timeline. I started without a preapproval, and Thanksgiving and Christmas both landed right in the middle of my escrow period. That alone could have pushed things into the new year, but Paul stayed on top of every detail, ensuring we closed in just 40 days while securing the maximum Ladder Up grant award. What really stood out was Paul's ability to reassure and problem-solve when things felt overwhelming. He understood the unique dynamics of my transaction--where both the buyer and seller came from the same historically underserved community--and handled everything with the cultural awareness and dedication this kind of work requires. If you're considering homeownership and want a loan officer who will fight for you, guide you, and get you to the finish line, Paul Marshall at City National Bank is the one you want on your team. I can't recommend him enough!