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    Carson Amiral

    5.0 (2 reviews)
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    Services - Carson Amiral

    Estate planning

    Investment management

    Retirement planning

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    Lula Financial - Amie Shapiro - Fee Only Financial Planner

    Lula Financial

    (44 reviews)

    Financial District, SoMa

    I specifically worked with Amie…read more 15/10 recommendation. The first time we spoke, around a year and a half ago, Amie (gently) turned me away and shared her free PDF as a resource to get a better handle on my finances before I paid for her services. I feel like most places would have taken my money and not have put my best interest first so that was really surprising and honestly, solidified my interest in working with her. She has a really good character! A couple of months ago, we met for the second time and I had paid off all of my debt and had an emergency savings, so we agreed to move forward with the final call & financial plan! I feel a lot more confident about retirement and that I'm making the right choices with my money. Amie is very kind and straightforward, and also happy to answer any questions! I am 25 so I had a lot of questions haha. My only regret is that I did not know about a financial planner when I was younger. Had I had seen Amie at age 20 or 21 I feel like I would be in an even better financial situation. Again, I highly recommend Amie and can only imagine that the others who work at Lulafinancial are just as great!

    I've known Amie for years as a performer, and after discovering they were also a professional…read morefinancial adviser, I jumped at the chance to meet with them. I've worked the last 15 years as a professional freelance musician and teaching artist, and had never met with a financial adviser, so I came in quite nervous, though eager to learn. Within minutes of our first session, she laid out some excellent core tenets for me to follow, assessed my financial situation, was realistic and transparent, suggested several easy steps for me to start. She did all this while being supportive and encouraging - allowing me space to drop any guilt or shame for having "started late" on things like building retirement savings and investments. She was professional, knowledgeable, kind, and followed up immediately with a write-up with action items for me. Needless to say, I feel infinitely more confident and clear on next steps, and I'm excited to continue working with her. Do yourself a favor and hire Amie for a financial planning meeting! It's one of the most important steps I took in adulthood and you won't be sorry.

    Burgess Financial Planning

    Burgess Financial Planning

    (37 reviews)

    Union Square, Financial District

    I highly recommend Sean Burgess' financial planning services. I chose Sean because of his…read moreaffordable, one-hour consultation session offering. I wasn't looking to spend thousands of dollars to have a financial advisor provide ongoing money management services. I really just wanted an expert to look at my situation in detail and provide advice that I could execute on myself. That's exactly what I got, and it was an incredibly valuable hour for me. Going into our session, I felt overwhelmed and without a plan for achieving my short and long term financial goals. Sean examined my situation (via a detailed questionnaire he had me complete in advance of our meeting) and provided, in a kind and straight-forward manner, both high-level perspective and clear guidance on specific actions to take. The greatest benefit of my meeting with Sean was that I came away with a much-increased clarity of my financial picture, which improved my sense of control and reduced my stress. I wouldn't hesitate to consult him again in the future when the need arises.

    It has been several years since I went to see Sean so please keep that in mind but I just came…read moreacross his Yelp profile and realized I should add a review as meeting with him has stuck with me since then. I went to see him originally as I was searching for a financial planner that would really dig into my specific situation and help me "tune" my finances. At that time I had a general idea of finances, more than most people but less than some. I had read up on compound interest, opportunity costs... blah blah... and I had been saving about 50% of my paycheck and maxing out my 401k for decades. I've also tracked my spending in Quicken for about 20 years so I have an amazingly detailed view on exactly where all my money goes. With all this data, I was looking for a partner to put things over the finish line as I wrapped up my last few years of working. So now was the time that I needed another set of eyes on my finances to put an exit plan together and double check my math. It turns out that Sean isn't the person for this type of work. Although a SUPER nice guy with a passion for helping others, his advice from our one meeting was just the very basic fundamentals of financial planning. For example, for retirement he recommended that a person have X percentage of their current salary saved for a certain number of years. This is a common boiler plate idea that is a good starting point for thinking about finances. Unfortunately, this didn't fit my goal of seeing him as I wanted to "tune" my finances, not just keep sacking away as much as possible and use an off the shelf formula to determine success. I was willing to pay for personal advice but what he offered wasn't helpful or tailored to me in any way. I pointed out that this calculation doesn't apply to me because half of my salary as well as my max 401k match shouldn't be calculated into what I need to save for retirement. Will I keep saving 50% of my income during retirement? Of course not. When I pressed him on this, he didn't seem to have an answer. There were many more examples like this where he used a very basic spreadsheet to determine net retirement needed, current savings rates... which, for the right client, would be a great place to start. I do see that some people will get real value from working with Sean because they might not understand these concepts. What I am thankful to Sean for is that he inspired me to take matters into my own hands and dig deep into this project myself so I was able to retire at 50. This wouldn't have happened if I stuck with Sean. All of the resources that Sean brings to the discussion can easily be found for free on most any 101 planning website. But, if you want someone to walk you through these new concepts, Sean is easy to talk to and pleasant to be around. I would also plan on moving on from him fairly quickly as you will be doing yourself a disservice to stick with the basics that he provides for very long. Lastly, I would echo Daniel F's review almost verbatim.

    Simplify Financial Planning

    Simplify Financial Planning

    (10 reviews)

    Financial District

    Sara is amazing. As other reviewers have noted, she possesses in-depth knowledge of financial…read moreplanning and an exceptional ability to clearly explain complex details. She provided me with valuable, personalized insights that I hadn't received from my previous financial planner. After our meeting, she followed up with detailed notes and a straightforward action plan that I could implement right away. Her action plan helped me take real steps toward the goals we discussed, including estate planning, saving, and investing. Sarah was invaluable when it came to running quick, accurate numbers. She was thorough and thoughtful in her approach to debt management, investing, retirement planning, and all the "financial stuff" I tend to find overwhelming. As someone who feels pretty clueless about finances, I had a lot of basic questions--"When should I plan to retire? Should I buy a house or keep renting?--and Sarah responded with both sound data and reassuring guidance. After working with Sarah, I feel like I have a solid grasp of what I need to do. Highly recommend. -HMH

    I had a one hour meeting with Sarah, and it was well worth both the time and money. Sarah has an…read morein-depth knowledge of financial planning and a great skill to explain the details. She provided me very valuable and personalized insight that I had not received with my previous financial planner. After we concluded the meeting, she sent detailed notes in addition to a simple "Action Plan" that I'm able to put into motion immediately. Lastly, I also appreciated that unlike many other Financial Planning companies, the pricing was very transparent and reasonable. I strongly recommend Sarah and Simply Financial planning!

    Grove

    Grove

    (7 reviews)

    South Beach

    Located conveniently across form the Hyatt Regency on 3rd street, this is a fantastic eatery with…read moresomething for everyone. They offer indoor, upper level, and outdoor seating. My friend and I stopped in for a late lunch, but learned they serve breakfast all day. We opted for the lunch options. I got the chicken salad with the hummus plate. WOW super refreshing after a long day of travel. The salad was packed with candied walnuts, goat cheese, and ample chicken. Sevred with a side of toast, it was excellent to dip into the hummus. This is a fantastic spot with healthy options as well as delicious cocktails. I recommended this to many coworkers staying at the hotel.

    My husband and I hired Grove to give us some financial guidance at this stage in our lives. We were…read morelooking for a plan of action to invest in retirement, savings for our kid, daily spending, travel, reallocation of investments, and every other expense that tends to add up in a lifetime. Personally, I'm not at all savvy to financial lingo, so I really put it in the hands of the experts to spell it out for me! The planners at Grove were awesome. Incredibly thorough, they interviewed us about all our plans and hopes, where we would like to be in 5 years, 10, at retirement, and so on, as well as our level of comfort with risk. They laid out a really clear and organized plan and talked us through every step of it. The plan included a handy checklist of items we can start doing to improve our financial situation, and the Grove people remain available for any questions that arise. I highly recommend this service!

    Transamerica Corporation

    Transamerica Corporation

    (15 reviews)

    Financial District

    Astonishingly backwards. I've been trying to pay back my 401k loan and am literally baffled by this…read moreplace. They apparently have an online banking portal "sometimes" but my account doesn't qualify for it for "reasons." So I requested wire transfer instructions. They gave me their physical address. When I asked them for routing and account info they said "use your loan number." I tried to explain to them that no, a routing number is in fact required for this transaction. They put me on hold for ten minutes. When the (very nice, this isn't her fault personally) lady came back on the line, the escalated advice was "put N/A in the routing field." I tried to explain to her that no, this is in fact a mandatory numeric field because this is HOW BANKS WORK. I asked her if I could use Zelle instead and she said "what is Zelle." In the end I had to drive 60 miles to my bank to get a check to send them. In 2026. I'm sorry, are we supposed to trust this institution to play the stock market for us when they don't understand what an ACH transfer is? Unbelievable.

    This company has just been horrendous. If you try to get any of your money from them at any point…read morethey will make it as hard as possible for you. Then when you need their help figuring out what happened they will provide terrible customer service. Five days went by and I have received no phone calls or emails from them. This is my fourth 401k. The Standard, Voyage, Empower, I have never had an issue with any of them. If you get to choose at all who you are using please, avoid this company at all cost.

    Carson Amiral - financialadvising - Updated May 2026

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