Mike provided me with great advice about not only investing but also putting together a plan for…read morethe future. He helped me understand what debt to pay down and how to better budget for the financial goals that were important to me. He is very patient and explained things in an easy to understand manner for someone who is not as knowledgable of the world of financial planning and investing. I would highly recommend Mike and FlightPath Financial Planning to anyone looking for a new financial planner.

TLDR: A trusted source that offers a personalized plan and gave me the buyer's confidence I was…read morelooking for with the expertise to match. As a first time novice investor I had barely dipped my toe into the wide ocean of finances. I saved my allowance, avoided credit card debit, and thought I was doing a decent job living within my means to save for a house or any other financial goal I had for the future. But I knew that there was still a lot of potential out there and I knew if I wanted to make the most of my money I had to do one critical thing: start early. And so I sought the word of someone inside the finance world and could help me navigate the right path for me. Mike has been that guide and made sure I was confident with every step I took before I took it. He didn't just tell me what he thought was best. Instead he started with the big picture by asking me what my goals were. And without judgement of my naiveite he pointed out the best way to make them a reality. That isn't to say he is a "Rubber Stamp YES Man". He made sure I was being realistic with the risks and costs and choices I would have to make to materialize my ambitions. (Getting the capital to buy a home in California is no small fries). That said, he was always encouraging and never made me feel stupid for not knowing things. Instead he would take the opportunity to educate me so that I felt that I was in charge of the decision 100% of the time. Despite being very friendly in his demeanor and conversation, in every meeting I could tell that he was giving my interests his full professional attention. He is always available when I need him and he even encourages a consistent check in to stay updated and informed of my financial trajectory. Speaking of his professionality, Mike sure knows his stuff! Even with the things I thought I knew, he was able to take my financial performance to the next level. With the crunching of numbers and the revealing of strategies I was blown away by how much of a difference his know-how made. I could not be happier with my service Mike provided. He is friendly, educational, professional, and GETS RESULTS. He takes the time to know you and your wants and needs to make an air-tight financial plan that gives you the biggest bang for your buck. I would recommend him to absolutely anyone and everyone looking for a financial planner.

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.

As a retired engineering business owner, I have been impressed by their unique financial model,…read moreservices, and, most importantly, their ethics and values. I've been their client since the inception of Bulloak and I highly recommend them to sophisticated investors.

I did a 1031 exchange with Brandon in 2021. I was going fine…read more Unfortunately, I intend to do an exchange this year, I called and texted Brandon five times. Never reply.

I've attended many of Tommy's educational seminars and have counted on him to do numerous exchanges…read morefor my clients. He knows the 1031 business better than anyone in the industry and always answers the phone for me and my clients. He's willing to meet clients at their homes and look over their specific needs. I've done reverse 1031 exchanges as well as forward exchanges with Tommy and his team and can always count on him having the answers. His network of passive investment options such as DST's (Delaware Statutory Trust) and TIC's (tenants in common) has helped many of my clients looking for a different way to invest in real estate. I highly recommend attending his seminars and giving him a call when considering selling any investment real estate.

Nicole and her team at bSquared are incredible! Just 6 short months ago, my credit was a complete…read moredisaster. With Nicole's assistance I was able to become educated in the whole credit and credit reporting process. I managed to pay off ALL my debt and have increased my credit standing immensely. Nicole and her team provided insight and assisted in clearing old, bad debt (once paid) from my credit reports. If you are having any sort of credit issues, reach out to Nicole for guidance and a plan to get your credit and life back on track.

A call center picked up. They tried to force me to give my last name. I told them my first name is…read morefine. She literally hung up on me because I wouldn't give my last name... which isn't necessary at this point in our relationship. Obviously with a company being this rude before they get my business, I can only imagine it gets worse once they've retained my business. I will not be sending my clients to this credit repair company.

Bryant is fantastic, been working with him / LaunchCPA for several years. I don't think I'd be…read morehere without them.

Bryant and his team are outstanding. No need to look any further for your CPA. you will…read moreBe more than pleased with his services. I have a few businesses and it took 4 CPAs to find the right one and when you know, you know. Even when my businesses weren't doing as well and I couldn't afford monthly services, I was pleased and relieved by his approach to still answer my questions and do screen shares with me when I needed assistance when I am technically only paying at the end of the year to file my taxes. He doesn't feel like other CPAs I have worked with where you can tell it's all about the paycheck for them. You can tell he genuinely cares and wants to help. He will take the time to explain things thoroughly and any questions I have are answered quickly, which is very much appreciated.

Great service from Leonard when my father in law needed a little extra help. Highly rec.read more

Had the opportunity to interact with multiple of their representatives and they are all so great…read more They are all very knowledgeable, experienced, and have good customer service. Highly recommend City National Bank!

Didn't get tax return finished in a timely manner, even though worksheet and meeting was more than…read morea month and a half ahead.. ; waited to the last minute. Didn't list expenses correctly from my worksheet.. I finally went to another tax preparer and had a totally different experience. This was from a few years ago. I hope it has improved.

Darren, Maria and Jessica are great. They have been helping me with my taxes for years. They are…read moreresponsive, knowledgeable and professional. I recommend !

DLK Investment Management is a wonderful Boutique Investment Advisory Firm. Stop in and talk to Don…read moreDempster and his experienced team of professionals who have experience in multiple areas of investments. The Solana Beach Chamber of Commerce Welcomes you all!!

From the owner: Investing for families and foundationsread more

I brought Rosemary in to help my business when it was in a financial crisis. She immediately helped…read moreme right my ship by pinpointing vendors that were charging too much or failing to deliver. Rosemary evaluated my company's financial situation, found issues that could lead to future problems, and created a plan to generate greater profit with less effort. Now my company is forward-thinking, and I know my finances are in good hands with Momentum CFO. I wished I had proactively had her on my financial team prior to the crisis because I honestly think she could have prevented it if given 2 additional months to help me identify problem areas before they became critical. But now that she has lead me to the light, I am making better, more informed decisions for the financial future of my business. Things like pride and fear of additional costs made me reluctant to seek any additional help, but I felt so much relief when she explained how common my problems were that the embarrassment was relieved. And with a few immediate observations about our overhead, she was able to cut costs well beyond what she charged. As a doctor, sometimes we feel like we know enough things that we should be able to solve anything or that enough hard work on our part should fix any problem. But sometimes you really do need to ask an expert to guide you through. Rosemary Linden is the expert I would recommend you bring in for attention to detail, high integrity, and tremendous problem solving ability.

From the owner: Momentum CFO provides outsourced Chief Financial Officer services to small to mid-size businesses…read more We help business owners improve cash flow, increase profitability, plan for the future, and make wise financial decisions. Whether you need a high level strategy and proven plan to achieve your profitability goals, help managing your business finances and ever-growing to-do list, or you've got a financial problem that's affecting your cash flow and peace of mind -- Momentum CFO is your financial solution. Experience the benefits of Fortune 500 financial expertise at a fraction of the cost of a full-time CFO.