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    Castillo Wealth Management

    5.0 (2 reviews)
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    11 years ago

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    10 years ago

    Highly recommend this stellar firm that strives to make clients feel like family. Trustworthy and reputable.

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    Fernandez Financial Advisory

    Fernandez Financial Advisory

    4.8
    (14 reviews)

    I was in the process of meeting several financial planners on behalf of my parents and came across…read moreDelia's information through a location search via letsmakeaplan.org. Her name was also familiar based on mentions in Los Angeles Times "Money Makeovers" articles. She is fee-only -- $275/hour -- or a percentage of AUM. Just depends on your needs. No charge for initial consultation. She provided a Form ADV which is a public disclosure form required by the SEC which details firm info, personnel info, services provided, fees, etc. I appreciated the fee-only structure because she is not incentivized to push clients to certain brands or products (i.e. annuities) for a commission like previous advisors we met. She made recommendations based on client fit and risk tolerance taking into account my parent's entire financial picture (cash flow, real estate, taxes, etc.). For my parents, who are passive investors and didn't need much hand-holding, we determined advisement/adjustments on a quarterly basis was the best route. Her demeanor was friendly, informative and patient. All of which conveyed a sense of trust and assurance for my parents. We are not official clients but looking forward to the next official review.

    I went to FFA because of the excellent reviews, her experience and was listed on NAPFA…read more Unfortunately, my experience was not positive. I was clear from the beginning about the purpose of the consultation when we spoke on the phone and was willing to work with me to schedule the consultation. On the consultation date after i uploaded my docs, she just did not seem prepared. Amongst a series of problems, from the start she focused on how I could use the software program, not my primary concern. Worse, we spent 45 minutes on the phone with the software technical assistance person (who now also had access to my financials) trying to figure out a fairly simple comparison. At certain points they both appeared to forget I was there. Suffice to say, I left that consultation without my main issue fully addressed. Final straw, when I emailed her later that day to express my dissatisfaction, she never responded. She is probably a great CFP, but with this customer the experience was an epic failure.

    Wells Fargo Advisors

    Wells Fargo Advisors

    3.7
    (3 reviews)

    I find Richard Jackson, and his associates [Jonathan Evans and Tina Harmier] to be terrific!…read more They perform all the things one would expect, but they go the extra step. It is the norm to have face to face meetings so they learn our goals and expectations. Richard listens! All to often I have encountered advisors who wish to pontificate rather than respond to our needs and wishes. Richard works to meet our wishes and offers wise counsel. The most recent market decline had minimal affect on our accounts primarily due to Richard's sage recommendations. Richard, thank you.

    I cannot say what a nightmare it has been dealing with these advisors. It started in February when…read morewe realized the memory care our mom was in was surpassing her income. We contacted them and I had to first declare and prove my father was dead. I sent them all of the info and had it notarized. Then after not hearing from them for over a month we contacted them again. We again had to send off all the proof of his death. After another 6 weeks of not hearing back we contacted them, yet again. They needed other info, which is still all the info we sent. We now have to add my husband to the account. Did that, all docs are notarized. Then we called again because of them being non involved on their end, and oh they need more paper work and!!! They want us to fill in info on the office side of it!! My father worked hard to proceed for mom. It's her money!! Her care has exceeded her income! We've stated that!! It's June 29th!! We've been at this since February. We're done!! One more bs move on their part to deny care to our mom will meet with legal actions!!! It's her money for her care!! It's not theirs!!! They've had the luxury of sitting on her money and now they won't let go!!! When she needs it the most! She doesn't even know us anymore and this is the biggest bs slap in the face we have to go through. They don't do their job!! They're making us do their job and figure it out for them!!

    Castillo Wealth Management - financialadvising - Updated July 2026

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