Often the first thing that comes to mind when looking for an advisor is managing investments. Bull…read moreOak does this of course--their philosophy is logical and evidence-based. But what set Ryan, Peter, and their team apart to us was that they were clear early in our partnership that they wanted to bring value through other avenues: tax planning and efficient financial planning, just as examples. We appreciated that they accomplished this while also factoring in our goals and especially our values. We feel lucky to be with Bull Oak and highly recommend working with them.

The Bull Oak team has been great; the only regret I have is not signing on with them sooner…read more.. I love the methodical focus on minimizing costs and maximizing returns at scale, as well as the detailed approach Ryan, Peter and team take to financial planning specifically. They are patient with education about all aspects of financial planning and investment. It's valuable for novices and seasoned investors alike, as I pride myself on financial literacy, but Peter taught me a few new tricks as well! I also love how the firm uses modern planning tools to stay connected with me at all times! I highly recommend Bull Oak, and

I was just on the phone with this fellow, and although he is very business-like, gets to the point,…read moreand ensures the communication is precise and clear, he's nice as hell. I think some of the people might mistake the emphasis on clarity and precision for lack of friendliness. Then again, maybe he doesn't suffer fools and I just barely snuck under his fool radar. I called because I wanted help amending a return. He talked to me for about 5-10 minutes, gave me some informal guidance on how I might be able to arrive at a solution without forking out a bunch of money, and said to come in if I ran into trouble I couldn't solve myself. That's some damn friendly service if you ask me.

It's unfortunate, but I had to leave this business. They made a huge error on my taxes and…read morebasically forgot to enter my state taxes as a deduction. Nobody ever apologized or said it was their mistake. I was just supposed to be grateful when they got it back. The owner is condescending to women. If you act confused or you need additional explanation, he kind of rolls his eyes. He would never ever admit an error. So I don't think it's worth the risk to go there. I have since left.

Excellent experience working with PWR. Linda helped me and my wife come up with a short-term action…read moreplan and longer-term financial strategy, and we are very happy overall. Linda was patient with our questions, easy to work with, and extremely knowledgeable in all the right areas. We feel like we have a much better grasp of our finances, and are confident in our ability to build wealth and navigate toward our retirement goals. I highly recommend working with Linda and PWR.

Linda has provided financial planning services for us for about 3 years now and we are very…read moreimpressed with her professionalism and knowledge.  We selected Planning Within Reach due to the fact they are a fee-only financial planner.  Basically, this means you pay for services provided for the time they spend on your plan and not a percentage of your assets.  The service provides inclusive planning for everything from asset allocation, verification of insurance coverage, savings plans, and cash flow with your personal financial goals in mind. At the initial meeting, we discussed our financial goals and subsequently provided requested information for the plan.  Once the plan was prepared we had another meeting to review the plan including action items for us to perform.  This included things like rebalancing 401(k) and other investments in addition to other action items to complete.  We do annual checkup planning meeting with Planning Within Reach and find the discipline very helpful to stay on track with financial goals. If you are starting out or a few years from retirement, this service is worth every dollar.  We have confidence and peace of mind having our plan in place and recommend it to anyone looking for financial planning services.

I recently look a class on business and it mentioned to look into a financial/wealth coach, so I…read moregoogled and San Diego Wealth caught my attention. And I am so glad it did. I did my first intake session with Cory and he was a lot of help. I've been nervous to look into any kind of financial advisor, but he made me feel safe and understood. The approach is different than anything I have heard, googled or read. I was given advice, resources and strange enough, compassion. The things that are essential when it comes to money and finances but often forgotten. Along with this, Cory has much intelligence and knowledge yet is very humble and down to earth. I want to recommend him and San Diego Wealth to anyone interested, even if its the beginning stages of curiosity. They can help lead and guide to what is best for you. I would recommend just reach out, ask questions, and let them take it from there. Thank you Cory/San Diego Wealth!

When my husband and I got married we knew we differed in our perspectives and experiences regarding…read moremoney! And, when we did speak about money matters we agreed that our conversations weren't that pleasant! Eventually, we felt like instead of treading water between ourselves, it would be prudent to work with a financial advisor who could support us in navigating our financial conversations and working towards our goals. We reached out to Cory and his team because of their long standing presence in San Diego and because we had known Cory personally for some time. Our planning conversations with Cory and Aries are always open and honest - my husband and I both feel we can express ourselves and be heard (without getting heated!), despite our differences. My husband thinks more short term and I think more long term, and Aries is able to strike a balance in our approaches with his feedback, guidance and vision. We are so grateful for the team at SD Wealth and the effort, time and energy they put into supporting us.

I moved to San Diego late December 2025 after a very stressful couple of years and needed help…read moregetting 2024 and 2025 taxes completed. My Kabook understood my distress and immediately went to work getting me "right with the world". Today we Just finished 2925 and I'm so happy with Mr Kabook's work. He's diligent, honest, thorough and a real pleasant person with whom to work. Thank you so much.

I have ran a small investment portfolio for years, and I have routinely struggled to find an…read moreaccountant that diligently and promptly addressed its tax needs. At Guardians CPA, I found that accountant. Ismail is incredibly diligent, competent, and prompt. He made untangling an error by a previous accountant as effortless as it could be. I could not give a higher recommendation for his services.

Wanted to find a good payroll and accounting company for a long time.  They have been very good to…read moreus and have friendly staff. It was a easy transition and they made it a simple process for us.  We are happy and have gotten good advice on how to cut our expenses and make improvements to our payroll and accounting process.  The company answer the phone with a live person when we need them, not a voice mail system like some companies do.  Matthew provided good options for us and has really made a difference in our business.  Christian

Matthew Leslie, is knowledgeable and helpful. I have used his service for years, highly recommend!read more

Shannon at Sage Financial is amazing!…read more She has helped build our financial confidence and knowledge. She has shown nothing but support. Shannon has helped us work toward and reach financial goals. She was our first financial planner we have worked with and if we had to do it all over, we would pick her all over again!

Meeting with Shannon has given me so much peace. I did not know anything about financial planning…read moreand honestly felt embarrassed when I met with Shannon. But meeting with Shannon made me feel secure. She was so patient with me and explained everything that I did not understand and did not feel comfortable with. I am a first-generation college student with no idea of how to plan for my retirement and my family relies on me a lot. Therefore, I was afraid of putting money away because now that I am more stable with extra funds I was just afraid of something happening. Once again Shannon was super understanding with me and gave me the time to think it out and process everything that we talked about (paying off my car, paying off my loans, and planning for my retirement). If you are worried you do not make enough money or stressed because you feel like you do not know enough about financial planning, I think Shannon is the best person to talk about your fears and worries. She is warm, compassionate, and extremely skilled to make sure you are financially secure. Shannon will make sure she picks the right plan for you and works at your pace. Last year I was extremely worried about my retirement plan and paying off my loans and now I feel more confident about my future and my finances. This is about investing in you and your future. I recommend Shannon with my utmost enthusiasm. She is authentic, deeply committed to her clients, and an amazing financial planner.

Stu is an extremely knowlegable professional in his field. Whenever I have a question he is quick…read moreto respond via a phone call or email -- which shows me that he truly cares. I trust Stu's sound judgement and suggestions as he diligently works to benefit my portfolio and me. I cannot recommend him enough for your estate/financial planning.

After COVID hit, and the markets tanked, we lost a significant portion of value in our investments…read moreand retirement account. 5 months later Wealth Preservation got us back the losses we sustained the previous 4 months. We cannot imagine using anyone else to manage our family's future.