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.

Christine is unlike anyone I've ever worked with. I'm 71…read moreyears old and have worked with many financial professionals throughout my life--including tax professionals, advisors, and planners--but Christine is truly in a league of her own. Her level of knowledge is unmatched, but what stands out even more is the heart she brings into every interaction. You can feel her care. She's not just doing a job--she's devoted. Devoted to your clarity, your security, your peace of mind. With Christine, I feel both grounded and supported. She holds a rare blend of precision, presence, and genuine dedication to your well-being. I wholeheartedly recommend her to anyone seeking more than just financial expertise. With Christine, you're not just hiring a professional--you're inviting in someone who truly cares about you. Thank you, Christine, for always showing up with such love, compassion, and integrity.

Great Experience, The first meeting with Mr.Ravi Selvaraj…read moremade the confidence on me I am getting a loan to buy the house. It was smooth processing, Ravi and his team very knowledgeable, great with communication, and just great people in general. He went above and beyond and welcomed us to reach out with any questions in the future. As a first time home buyer, Ravi was a great resource and educated us on all steps in the process. I would absolutely recommend Ravi and his team at Pacific Green funding to anyone. Thank you!

Pacific green funding saved us! Ravi just helped us buy our…read morehome. We had a horrible experience with Wells Fargo and within a few weeks, Ravi had us in a home! Super easy. Super friendly and very thorough. We definitely recommend Ravi and team and are so grateful to have had this experience.

A huge thank you to Richard and his team for helping me out. I had made financial mistakes while I…read morewas younger, and Richard was very direct/transparent while guiding me through making plans to iron everything out. It was nice to be able to work together to address my concerns, and I appreciate how open and flexible Roundleaf has been for me. There was a time period where I was very overwhelmed and confused in the process, and a tip I have would be to not hesitate in asking ask Roundleaf to slow things down and explain everything thoroughly. I had to educate myself on things I didn't know about, and it took a while to learn that that was okay. The Roundleaf team was always available to answer questions, and they were very good about following up/staying on top of processes. Looking forward to more growth, and I'm very glad to have Roundleaf's support along the way!

I just started my journey with round leaf but feeling blessed that I now how support and…read morereassurances that my financial standing and credit score can get better!!!

Our long time tax preparer retired without letting her clients know. Went on line and read reviews…read moreon prof tax services. Was able to h get appt and was happy with service and tax prep. Will return next year .

Used Neil for the first time this year as our previous Accountant retired. All went well at first,…read moretook our payment for the taxes (over $750) and now has ghosted us and we are unsure if he filed our taxes as the tax site isn't seeing our taxes and no refund and it's been over a month. Really concerned we might have be fraud and no idea what to do at this point.

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 was very professional and very helpful. Went over and beyond my expectations…read more Gave really great advice and took his time to explain it well. Would recommend!

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.

Akram & John have done a great job for us every year. They are organized and make the process…read moreeasy. We highly recommend them.

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 have been a client for about 16 years. Last week I had my annual portfolio review along with an…read moreextremely detailed financial view of what my family's future looks like. I have always been extremely grateful to Samantha and Sandy for their guidance but this week I have reflected even more on what a gift they have been to my family. My husband and I are both 57 with one child in high school. Slow and steady we built a secure financial future. We simply could not have done it without her exemplary advice and encouragement. Not only is Samantha uniquely talented in the realm of full scope financial planning and investment strategies, she is also a wonderful person. By becoming her client you will have an ethical, compassionate, and extremely talented ally that will help you reach your financial goals. You can build a future for yourself and your children that is bright, hopeful, and full of freedom. As the years go by and you watch the outcome of Samantha's guidance you will be overcome with the gratefulness that I feel right now. For a middle class family to build wealth takes discipline and patience, but it can be done. If I can do it you can too.

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.

Kalvin offers comprehensive financial knowledge as we plan for a growing family, buying a home, and…read morestarting a business. Despite my own lack of financial knowledge, Kalvin was able to explain things in a way I could understand, and feel understood. He listened well, offered advice in line with our family's values and goals, and had all the next steps and referrals we needed.

I have worked with Kalvin for several years now. He is very knowledgeable about investment…read morestrategies. I greatly appreciate that he makes himself available to my phone calls and always offers sound financial advice. Kimie S./Santa Clara