Working with Kyle Clark has been a standout experience from start to finish…read more After a deeply frustrating experience with another financial advisor program, I was cautious about starting over, but working with Kyle has been a complete 180. From the start, Kyle was thorough and patient. He walked me through transferring all of my existing funds, helped me establish clear savings goals, and gave me concrete, actionable guidance I could actually act on. What impressed me most was his timing: all of this unfolded during a period of significant personal transition for me, and he handled every step with professionalism and calm. The results have spoken for themselves. My portfolio has reached record highs, and for the first time, I genuinely feel in control of my financial future. If you're looking for an advisor who is competent and steady under pressure, I can't recommend Kyle highly enough!

I was recommended Gerber Kawasaki and I couldn't be happier with my decision. I have zero regrets…read moreand would definitely recommend them to anyone. My advisor Mia Samson is fantastic - I feel confident that my money is in excellent hands. I also really appreciate the helpful educational materials they provide.

I found Wealth Management on yelp. Honestly Chat GPT also highly recommended:) I spoke with Alec…read morefor about 15min, and learned more than I have in all the presentations I've ever sat through for hours. He asked a lot of questions and even though I didn't have exact figures, he gave me several scenarios that would benefit my future goals. I was so motivated after talking to Alec, I started doing my homework the very next day. Im going to take everything I learned in that 15min and put into action this year. Thank you Alec for genuinely wanting to help others

Spoke with Mr. Tuckman today and he tended to me, even on a Sunday! He called me immediately after…read moreI submitted a request through Dave Ramsey's website. I wasn't raised with much financial knowledge. Mr. Tuckman was able to cut through any complications and provided me with some footing that anyone can apply to their situation.

I'm thankful for all the services that Pam and Kathy provide. Steve's financial advice makes me…read morefeel like a millionaire! They host periodic seminars for their clients with financial professionals and serve up some fine charcuterie, appetizers, and wine choices.

From the owner: We honor our relationship with you and believe that establishing a long-term client relationship…read moretakes time, consistent communication and only prospers with mutual respect and a commitment to one another. Our firm provides high touch advisory services, designed for high-net worth individuals and families who are committed to their future, respect our tenure and value our expertise. Working with our team you can expect a relationship that is built to last through any event that life may bring you.

Matt and his staff have been more then helpful and are always at our disposal. We highly recommend…read morethem to all of our family and friends . They treat us as family and care about our situation.

I have nothing but good things to say about this office. Bryan and his office manager Diane have…read moretreated me like family. They are willing to answer all of your questions and are truly there to help you. I'm dealing with managing my parents' trust and its assets, and they have helped me understand and make informed decisions wisely. If you are looking for honesty and people who are easy to work with, I'd recommend Bryan Hori's office to you.

When we first reached out to Michelle, my wife and I were feeling lost and honestly a bit desperate…read moreto get control of our finances. Living paycheck to paycheck--despite having solid incomes and no kids--was frustrating and stressful. We initially expected to walk away with a simple budget. What we got was so much more. Michelle didn't just organize our numbers--she gave us clarity, confidence, and peace of mind. She removed the fear we had around money and replaced it with a real plan and direction. More importantly, she set us up for long-term success and a stronger financial future. We truly can't recommend her enough.

I had a call with another financial advisor who made me feel guilty about my financial situation. A…read morelittle distraught, I gave Michelle a call. In just one 15-minute phone call, Michelle made me feel better and more in control of my finances (individual times and results may vary). I feel confident and empowered after getting her advice. I highly recommend giving her a call to see how she can help you.

I have an account with Schwab and do all my business on line. I have a requirement to visit an…read moreoffice in person, and I need an appointment. I got into a robotic phone tree and my experience was one of the worst I have ever had. I got handed off, had to reenter information I had already entered, twice. Finally got through to a live human, nowhere the office I need to visit. The representative told me he could not connect me to the office I need to visit, but would contact them and have them call me to make an appointment. This was Wednesday, as of Friday evening, no call. Extremely disappointed

I had an amazing experience yesterday at Charles Schwab yesterday. My parents have had an account…read morethere for over 30 years and I was helping my mom with the family trust and investments. We meet with Matthew Diaz to get the money moved around and filled out the paperwork to include the family trust. Matthew was very helpful and patient as we had several questions. His calm and professional demeanor was refreshing. He did not rush us, spent as much time as needed to get my mom's account settled. A big shout out to Matthew!

This is like the Gucci of all insurance agencies!! You walk in and it's like walking in to a high…read moreend luxury store! Its so cute and modern and to top it off they are extremely knowledgeable, inexpensive and really care about you being properly covered. They have the Farmers Ins division but if Farmers does not take you they have many other options! I'll be a long life client. Mimosa was extra icing on the cake! Thanks Virginia!

They have re-opened for in a office appointments, yay! My child takes lessons across the way the…read moredance academy and while waiting I noticed they were still open at 6:30pm on a Friday. I walked in and changed over insurance for my home, auto and business while I waited for my daughter. When my daughter was off, I brought her over and she played with their 3 year old who has his own play area while we finished up, That was sooo nice! They are a small family business and I'm so happy I was able to support them! Thank you for making my insurance experience so easy.

Derek and Mia were absolutely fantastic to work with -- we could not have asked for a better team…read moreto help us navigate buying our first home. From our very first consultation call, my wife and I knew this team would be the ones to get the job done and would go above and beyond to represent us in a highly competitive real estate market. There was never any pressure from them. We could move as fast or as slowly as we wanted, and they respected our pace every step of the way. They were always available and accommodating when it came to showings and open houses. What we appreciated most was their honest and insightful opinions about the properties we toured -- details that only experienced realtors would notice, and things you might never even consider as a first-time home buyer. They are always available to hop on a call and quickly respond to texts for any question (trust me we had a lot). When we finally found a home we loved, they walked us through the offer process and helped us craft a competitive offer that allowed us to stand out. Escrow was completely stress-free, as they arranged inspections and coordinated everything so seamlessly. There was a small hiccup the day before our closing -- through no fault of this team whatsoever -- but they were immediately on top of it, working swiftly with our lender, escrow agency, and insurance agent to ensure we closed right on schedule. We are extremely grateful for the care, dedication, and guidance the team at Hirano Homes provided throughout the entire process. I highly recommend working with them, and I am so glad we did -- because we ended up with the perfect home for us!

We had such a pleasurable experience working with Hirano Homes. We met with Mia and Derek at their…read moreoffice and went over all our questions and criteria for finding a new home - they were both super knowledgeable of the area we were looking at and were able to make suggestions on the fly, just by looking at the map. This was extremely helpful as I was not as familiar with the area compared to my husband or them. Mia was our main point of contact and helped us schedule tours and answer any questions we had about properties or the home buying process in general. Mia was amazing and called the listing agents within a day of us sending her the listings and was able to schedule tours within the next day or two. She goes above and beyond and would visit the property prior so she can point things out to us when we walk through. If that wasn't possible, she would extensively research it and ask the listing agent about it to make sure she was well-informed and able to answer all our questions. We were first-time homebuyers and everyone at Hirano Homes - Mia, Derek, Rojo - made the process so seamless. It moved very quickly, but they made it easy and manageable for us. We would definitely work with them again and highly recommend them to others!!

These guys are outstanding! I feel remiss in having never left a review for this awesome team…read more Keith and Shane have represented me for years and they took on a really thorny problem with a six figure tax bill that was wrongly assessed in my opinion, but I'd let it linger for years and it was a real mess. They picked up the ball and handled it and saved me over $80,000 in excesses, fines, penalties and the rest. I cannot express how grateful I am for their professional, courteous and timely service. If you need an accountant you'd be foolish not to give these guys a call.

I can't believe I have been working with Shane and Keith for all these years and still haven't left…read morea review! These guys know what they're doing, they saved my taxes from someone else who was causing havoc, they saved me during COVID-19 when I could have, and probably should have, gone bankrupt. They have gone above and beyond for me to make sure that I can TRUST them with my finances and have always been led in the right direction. I am so blessed to still be working with them and to have seen such huge growth in my years with them. These guys are the real deal. They have my business for life (or as long as they allow me).