Sunny is a tremendous person who excels in what he does. He helps you identify your goals and…read moredevise a plan to get you on track. He does so in a very relatable and approachable manner. I would not hesitate to refer my dearest friends and family to him, and have done so in the past.

We've been working with Sunny for a few years. And he's managing our accounts amazingly. I've…read morereferred multiple people to him. I get so much peace of mind knowing that he's there supporting with our financial reality.

Joseph helped both my partner and I through a bad time. Both her parents died within a year, the…read morehouse was sold, profits divided. A cancer diagnosis also threw a wrench into our plans, but Joseph rolled with it, was very patient with all the crisis that kept occurring. He kept us on a steady course for retirement, and gave us good advice when we were freaking out. We very much appreciate him!

It's been a wonderful experience working with Joseph over the last year on our business & personal…read morefinancial planning. Partnering with a fiduciary in the Bay area was really important to us. He's a great listener who assesses and guides us through achieving our goals & desires for the short & long term. He has greatly helped us to communicate as a couple, exploring our different experiences with money, and interpret our long term financial goals into an actionable plan. Ultimately, it's our responsibility to put those plans into action, but it's also reassuring to have Joseph as an agent of accountability so we don't lose track of our own commitments.

I've had the pleasure of working with Brandon over the last year, specifically with helping me…read moreduring our company's IPO and the impact on company equity. Brandon was very helpful in providing guidance on selling strategies and gave me a plan to prepare for this recent tax season. Over the year, we also worked on a comprehensive financial plan and even went through important aspects of a first home purchase. Brandon and Diversifi Capital are very easy to work with and provide you with customized content based on your financial planning needs. I highly recommend them!

We were so lucky to find Alfred and his team at Diversifi. After years vetting various planners and…read moreadvisors, we were constantly in sticker shock at the price of hiring someone to help manage your money. I love their subscription pricing system as it allows for a monthly payment and relationship build over time, vs a huge lump sum payment that really makes you take a pause. It's pretty brilliant. The team is highly responsive and you can see they have high integrity. I just love this. Onboarding is a challenge if you have many accounts that need to be catalogued, but I have faith they'll improve the process & tools. They offer financial education via video tutorials if that's your thing, but it's not a requirement. The actual consults are organized, efficient, and down to earth in terms of financial vocab. Overall, we're very please and looking forward to working with them for many months to come. Highly recommend!

Faruk was a pleasure to work with! As we wanted to plan further for our future, our goal was to…read moreidentify areas where we are doing well and can improve upon. From the start, Faruk was personable and clear in communicating his services along with having a genuine interest in what our expectations were from this exercise. Fast forward a month, we have gained invaluable clarity and actionable next steps for our finances. Today, we still reference learnings and information shared by Faruk to help influence any financial decisions we may or will make. 100% would recommend Faruk to any family looking to understand their finances.

Faruk is a fantastic guy. I feel very fortunate to have crossed paths with him. He has been great…read moreat setting up our investments to be positioned well, even when the market is volatile. He has consistently grown my investments since working with him (not by single digit percentages either). He is very attentive and always takes the time to explain goals/positions clearly. Faruk is also very friendly, approachable, and genuinely cares about my financial goals. I trust his judgment and appreciate his proactive approach. I highly recommend him!

Reliable, TJ is very helpful and knowledgeable. He is carefully check my jewelries and really spend…read moretime.

I recently sold a bunch of gold jewelry here. The gentleman that helped me was extremely nice and…read moreprofessional. I think his name is Jerry. He weighed and calculated everything in front of me and gave me a great price for it all. The lobby is very clean and the building is in a nice area. I felt safe having my gold processed here. I will definitely return if I need to sell precious metals again. My payment was provided with a post dated check, which I was able to cash in 3 days without any problem. I also felt better receiving a check than carrying around a bunch of cash on me.

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 .

I FEEL ABANDONED! I received an IRS notice for discrepancy for a prior year filing. Panicked, as…read moreI've never received any type of IRS letters/notices/audits before, I quickly contacted Neil for help. I left a message in the client portal, emailed twice, and called multiple times to a voicemail that doesn't accept messages. No response at all. Very unprofessional! After review of my taxes myself, I discovered that Neil made multiple mistakes. Missed amounts that were on the financial forms I submitted. Just sloppy work on his part. I trusted him & had been a loyal client. My bad for not thoroughly double checking his work, but his bad for not double, triple checking the numbers as a tax professional. This is an honest review & I'm hoping to save others from him. If you ever get audited, he'll ghost you & you'll be on your own.

Fantastic service!…read more We'd been searching for a financial professional for a while now and was very surprised when we could book a one-on-one free consultation with Ms. Teh the very next day. We detailed our plans to her, she gave us her professional opinion and gave us homework to do. She was pleasant, communicative and obviously knew her profession. We'll be using her in future for sure!

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.

"We've been working with them for over a decade, and our portfolio has grown steadily. They're…read moreproactive about rebalancing and always have a plan in place." Thank you, Tim, and all at San Ramon Insight for your excellence!

Insight is exactly that, insightful! Diligent, communicative, friendly and truly goes above and…read morebeyond for their clients. As a second generation investor at insight, I can truly say that their services are unparalleled. Thank you Brian and all at Insight for a great experience!

Bridget truly saved me after having some terrible experiences with previous tax services. She is…read moreincredibly thorough, knowledgeable, and patient. She took the time to explain everything clearly and made what initially felt like a very stressful and overwhelming tax situation feel manageable. I really appreciated how she put me at ease and made sure I understood what was going on every step of the way. It's clear that she genuinely cares about her clients and takes pride in doing things correctly. I'm so grateful I found Bridget and would highly recommend her to anyone looking for a knowledgeable, trustworthy, and caring tax professional!

This tax from is just wonderful to work with. We have used the service this past 2 years. We will…read morecontinue using them. Bridget is so knowledgeable. Whenever I've sent her a message she gets back to me in a timely manner. If anyone out there is looking for tax preparation or financial services contact this fi you won't regret it.

I wholehearted recommend Palbir to anyone looking for a financial advisor to help them meet their…read morefinancial goals. My wife and I couldn't be happier with our decision to work with Palbir. We recently worked with him to get a wholistic view of our family's finances. What we enjoyed most about working with Palbir is how personable he is and how easy it is to work with him. He's also a great listener which helps him truly understand his client's situation along with their dreams and aspirations. Conversations with Palbir felt natural. He's extremely responsive to emails. It makes getting clarification on follow up questions easy. Each time we speak with Palbir, we would walk away with realistic solutions to improve our chances of reaching our financial goals. Palbir was detailed oriented and left no stone unturned when he analyzed our situation. If we were off target in certain areas, he was quick to pin down root cause and offer practical solutions to help us improve our chances for success. As a result of the adjustments we have made per Palbir's recommendations, we are already a little closer towards achieving our goals. I would give him 10 stars if I could.

I originally hired Palbir of Smart Path Wealth management to help me evaluate whether or not I…read morecould afford to buy a house in the next few years (I'm 30). After multiple discussions, he also helped me determine what I needed to do if I want to switch careers eventually and what the options are for investing with my values in mind. I am a software engineer with little extra mental energy after I leave work, so Palbir's willingness to explain every piece of his suggestions to me as well as answer all my questions was so incredibly helpful. I would recommend Palbir to anyone who wants sound financial advice, regardless of how much background they have in finances and investments. He's a good investment.