As a degreed Accountant, MBA, and working in Fortune 500 Corporate Finance for over 30 years I have…read morebeen seriously investing since my late '20s. Before working with professional advisement, watched my wife's and my portfolio grow from five, to six and to finally seven figures. Would consider myself an experienced personal investor. However, portfolio grew stagnant (stayed in prior winners, now losers too long), leveled offed, and was not achieving desired returns, and was often radically up or down pertaining to market whims. Found myself even being experienced, being emotional in making needed financial decisions. Thus decided to finally pursue and rely on professional financial investment advisement for better consistent long term returns. Went thru a most thorough rigorous search and review process to choose the right Financial Advisor to entrust my entire now seven figure portfolio. This was a four step process that entailed screening firms for the right kind of (1) financial advisor formal university education, (2) investment training & licensing (CFP, CFA or CPA etc.), (3) firm reputation, especially local reputation, not just based on a national name recognition and (4) firm Investment style and practices. Basically wanted a firm that primarily were not just a bunch of financial salespersons (who got into the business a few years ago and primarily earn their income generating financial product sales) and genuinely care about the long term growth of their clientele. It would not make sense to invest my hard earn money with advisors who knew less (often far less) about Finance, and even less about the real Stock Market than me! I would sincerely say that 80% to even 90% of the firms out there do not meet or even close to my set standards (which should apply to you if you are a serious investor). Thus took almost two years to find the right firm to meet my set standards and long term goals. Personal care was of course considered, but all said $ results matter! After initial on-line screens in the dozens, went thru nearly a dozen actual person to person firm interviews. That said, I chose Gould Asset Management in Claremont, now going on four years, and have not looked back. They have the highest credentialed, formal finance educationally trained, market tested experienced, personnel with a better than Gold reputation in the community. They developed a medium and long term plan which I have entrusted my entire family's portfolio (with highly protective safeguards that they incorporated at the broker house level, i.e. Fidelity, Schwab, etc.) I have now been getting better consistent steady returns with softened market fluctuations. Guarantee you will only find this level of firm competence, financial investment knowledge, and true customer care and financial planning to meet your needs and goals only with Gould Asset Management and a few firms perhaps in the LA highest rent districts, think Bel-Air or Beverly Hills. Young or older as myself, if you are serious about developing a well planned diversified portfolio, look into Gould Asset Management. Ten, twenty years from now, you will be glad you did. CJ Wong, Experienced Investor

From the owner: We help our clients manage their unique financial situations as they traverse a variety of…read moreimportant life events. Our clients are individuals and organizations with portfolios that range in size from approximately $1 million to in excess of $20 million. Gould’s experienced investment professionals can design a sound portfolio strategy to fit your needs and achieve your financial goals. Getting started is simple: We’ll meet with you in person, by phone, or by video-conference, according to your preference, to learn in detail about your current financial situation and clarify your goals and aspirations for financial security.

Morgan Stanley in Claremont is staffed with efficient and knowledgeable and efficient personnel. My…read moreadvisor, Raurri, is the first financial adviser I have ever worked with who has actively reached out to me with account updates and suggestions, (other companies just let my money work for them, never offering any feed back or assistance). Raurri has helped me with suggestions (always spot on) and even given direct assistance dealing with other financial institutions. I am very grateful to have found an advisor who acts on my behalf.

Ali has been taking care of my Trust Fund for years. Thanks to his clever handling, I can live…read morecomfortably.

Awesome! They are very helpful. John and Hilary are great. If you have any questions they are…read morewilling to answer them.

From the owner: Investment Portfolios Retirement Plans…read moreTax Plans 401 (k) Planning 403 (b) Planning College Plans Estate Plans Money Purchasing Plans Profit Sharing Plans Bonds Common Stock Educational IRA Brokerage Accounts Traditional IRA Roth IRA SEP IRA Simple IRA Treasury Bills Government Securities Treasury Notes

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!

Been with GK since Day 1. Best financial decision I ever made was to believe in Danilo Kawasaki. My…read morekids and grandkids will be grateful for that decision someday!

I called over two weeks ago to set up an appointment and have yet to receive a call back.read more

The food and prices are excellent. We don't have a lot of choices for good Chinease in this area…read morebut this is probably the best

Armando is a real professional in the finance world. I moved my 401k over to Edward Jones and…read moreArmando took the time to show me how their progrrams work and the best way to grow my portfolio. He didn't try to sell me anything but made sure I knew my options so I could make great choices. My account has already grown in value and I couldn't be happier. Give Armando a call. He'll do the rest.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Amazing service. Mangus Finance really is helpful and Marc really knows how to listen. For the…read morefirst time I actually feel like I'm on the right path. Mangus helped me not only with retirement planning but budgeting for my day to day living where I'm actually saving more and spending less. I really thought I had cut all the corners but Mangus showed me a few additional new ways to save. Thanks, Marc!

I had a great experience. Mangus is very thorough and focused on the client, while being a straight…read moreshooter and explaining to me exactly how complex financial products work, including my risk exposures and potential returns.

Ron is an excellent financial advisor. He is always willing to spend the time to explain eveything…read moreto his clients and is very careful to watch the market trends. He is also very good at preparing taxes and has very good (fair) pricing. His office assistant is the greatest!

If you're a Dave Ramsey follower and you received her info as a designated ELP from Financial Peace…read moreUniversity, this isn't the right person for you. My husband and I were excited to meet an ELP endorsed by Dave Ramsey, because we've heard promising stories from others. We were extremely disappointed to say the least. We spent 2 hours because she was asking us an endless amount of questions just to get our taxes done. The questions were ridiculous and I could feel our anxiety rising because she was being very condescending. Questioning our career choices and imposing her own opinions on us changing our jobs for tax purposes! Right when we handed over our tax forms, she shook her head in dismay and said "this doesn't look good, I already know you're going to owe too much." The most important part, she knows nothing about the Dave Ramsey financial plan because she'll push her other services on you. She looked completely dumbfounded when we told her we were doing a debt snowball first before we think of anything else.

From the owner: investment planning, IRA, retirement planning, college savings, tax planning, estate planningread more