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    Chris Weber - Supreme Lending

    5.0 (1 review)
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    Autumn R  Kruse, CFP - Autumn Kruse

    Autumn R Kruse, CFP

    (5 reviews)

    Autumn made time to listen to my concerns about my current investments and make some concrete…read morerecommendations that I could act on. I liked that she works on an hourly basis and doesn't sell investments products or take any percentage. She was kind, very open, and transparent about what her investing orientation was. She even suggested that she might be too conservative for my style. So depending on what you needs are, I think Autumn might be just the perfect advisor.

    Having seen 3 financial advisors meeting Autumn was a joy and a privilege…read more Financial Advisor: #1 is a highly rated SF independent consultant that wanted $4k for a full life plan. I respected her but didn't want a full on $4k plan (really?) or did she respect my concern about the current market? No. I'm glad I left her because I still have my savings. #2 was a firm in downtown Berkeley who DIDN'T TELL ME they we're actually NOT independent (if you don't understand that last sentence go Google that before proceeding with any investments). #3 was a lovely women owned firm that ran the many tens of thousands of scenereros and said 'invest here.' Well, I don't want to, yet. And yes, thank you now please pay our $2k fee. Then I met Autumn. She's like an old friend who has your back, could care less about anything other than your well being, or thinking she has all the answers ... but what answers she has she's clear what apply to me and my situation. And she charges hourly (and I'm sure will quote you if you want X done). Since financial projecting is a math-guessing-game I like that I have a moderate, smart, kind, advisor who respects my concerns, watches out for me, and is fun to talk to. Plus she was referred to me by people smarter than me that I respect! There are a lot of people in finance who are full of themselves and it feels like you're going to the principal's office ... with Autumn I really feel like I'm with my really smart friend who cares about me not cooking my own a** when it comes to where I invest (and has given me GREAT advice so far).

    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.

    Brent Blaustein - MortgageOne

    Brent Blaustein - MortgageOne

    (13 reviews)

    Poor communication and poor follow up…read more We looked into a loan program through this office and while the initial contact was good, after they received all our information, communication fell short. Very disappointing.

    Growing weary of both our separation from other family members, the long commutes between…read morehouseholds, and the busyness of the city, my wife had a vision to move she and I, our two daughters, our two cats, and my wife's parents to a plot of land in the country. But in order to do so, we had to embark upon a seemingly impossible journey, one that involved finding a place we could afford, then putting in an offer by consolidating the finances, bank statements, and credit scores of 4 adult's living in two separate households, then packing up and moving out of our houses, then staging and selling those two houses in two separate cities to buy the new place. I must admit, the whole experience seemed crazy confusing and downright overwhelming, causing me to oscillate through a rainbow spectrum of emotions, a spectrum of emotions anchored by terror on one side and numbness on the other. But there, in the eye of the storm, stood Brent Blaustein and his team. Their willingness to clearly and patiently explain the overall structure of the financing needed while providing clear lists and gentle reminders of all that was still needed allowed me to relax, take a breath, remember the bigger picture, then, refreshed, ground and face the next task at hand. With the help of Brent and his team, we fulfilled my wife's vision: we got the financing we needed, moved into our new home 3 months ago, and couldn't be happier. Goodbye nuclear family! Hello family compound! Thank you Brent and Ashly!

    Chris Weber - Supreme Lending - financialadvising - Updated May 2026

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