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    Cornerstone Financial Partners

    5.0 (3 reviews)
    Open 9:00 am - 6:00 pm

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    Teh Financial Coaching

    Teh Financial Coaching

    (101 reviews)

    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.

    Christine is unlike anyone I've ever worked with. I'm 71…read moreyears old and have worked with many financial professionals throughout my life--including tax professionals, advisors, and planners--but Christine is truly in a league of her own. Her level of knowledge is unmatched, but what stands out even more is the heart she brings into every interaction. You can feel her care. She's not just doing a job--she's devoted. Devoted to your clarity, your security, your peace of mind. With Christine, I feel both grounded and supported. She holds a rare blend of precision, presence, and genuine dedication to your well-being. I wholeheartedly recommend her to anyone seeking more than just financial expertise. With Christine, you're not just hiring a professional--you're inviting in someone who truly cares about you. Thank you, Christine, for always showing up with such love, compassion, and integrity.

    Sierra Pacific Private Wealth

    Sierra Pacific Private Wealth

    (6 reviews)

    Janet and her team at Sierra Pacific Financial Advisors have been our trusted financial advisors…read morefor over 4 years now. We really appreciate having them in our corner.   Financial planning: our journey started with a few thorough and honest financial planning sessions with Glenn. He helped us put everything in perspective based on our financial goals and outlined a range of options forward for us.  Investments: Janet then turned our financial goals into investment advice. She's approachable, patient, and experienced. We definitely threw a few curve balls her way but she's able to handle everything while instilling trust in us and collaboration with us. She sets up regular meetings with us to review our investment status so we are always on the same page. When the market started to turn, she proactively reached out to review our options. Janet is also quick at answering our one-off questions over email.    Customer service: we felt appreciated by the Sierra Pacific team. During the pandemic, we were able to meet with Janet over Zoom, but when needed, we were also able to meet her in person to sign some papers with social distancing protocols in place. They also hosted a few virtual customer events to add some holiday cheer to our lives.  We are very happy that we found Janet and her team at Sierra Pacific Financial Advisors. We are going through a turbulent time right now and it is good to know that someone we trust is thinking about our financial well-being and strategizing to help us build our future.

    We recently started working with SPFA on managing our investment portfolio after an initial…read morefinancial planning session. The team, lead by Janet, is professional and takes time to understand your needs and investment philosophy. The planning was thorough and included multiple scenarios, which were well thought through. Janet's team is prompt and thorough in its work and I'm expecting my portfolio to do well and thrive in the years to come under her stewardship.

    Smart Path Wealth Management

    Smart Path Wealth Management

    (8 reviews)

    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.

    David E Chopp, CPA

    David E Chopp, CPA

    (18 reviews)

    Not Attentive nor Timely!…read more With taxes, timing is everything, specifically when you are predicting owning our government money. Unfortunately, if you are looking for a CPA that will be attentive and timely, David Chopp is not your accountant. For our 2017 tax year, we enlisted the help of Mr. Chopp. Although we started the process of getting in to see him in January, our tax return was not ready until ten days before the Federal deadline. Additionally, Chopp never took the time to consult with us about the amount we may owe. Because of this timing and because we were not aware of the amount of taxes we would owe, we were unable to prepare ourselves financially. Once we finally received our return and saw the amount, we were left scrambling to find funds and react to this new debt. It took a couple of weeks and several phone calls to the IRS to get things in order finally. If Chopp had been more timely and attentive to our tax needs, we would not have had to arrange our finances to deal with the IRS so frantically. On top of all this, there were several communications that we took as belittling as if everyone should know the details of tax laws and accounting procedures or his bandwidth. In retrospect, hindsight being 20/20, I would not have chosen Mr. Chopp as our CPA. My recommendation is to find another accountant.

    I've used David for my complicated taxes for several years and he has done a great job. The whole…read moreprocess is quite smooth from the list of documents that asks me upload to the draft taxes followed by the submission. This year he went beyond just doing the taxes and helped me out on a tax split issue with my ex-wife.

    Cornerstone Financial Partners - insurance - Updated May 2026

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