In my past life, I worked in the fashion industry (2007-2013) and back then no one cared about or…read morepaid for your health insurance! My former boyfriend (who was a "Brit in LA") recommended Adam's company back in the day and I legit think I am one of his oldest customers haha... I've CRIED to this dude before and he has patience and grace of a saint! Anytime I am in need of health insurance, I only go to Beach Financial Group. Why? They're transparent, prompt, customer service oriented, informative, and genuinely helpful and they care. I should also mention they are CONSISTENT. I think that's important to highlight that after over a decade of working with Adam's team on and off through the years that I've never had a bad experience. It's really cool to see his business expand and grow into other services and insurance types! To everyone thinking of buying a plan through "the exchange" or CoveredCA -- just don't waste your time comparing online prices and plans and work with a REAL PERSON. It's worth it and you may even save money!!

Been using Beach Financial for over 5 years now for our insurance needs across the board…read morehome/auto/health/life - they are always available to answer all questions and have our best interests in mind getting my husband and I the best rates possible. Highly recommend!

I've worked with Ryan Gomez the past 5+ years from when I was entering the workforce to now being…read morewell underway in my career. He is responsive, knowledgeable, and able to map personal goals to financial milestones. Highly recommend and I look forward to continuing working with Ryan.

Brett Sifling of Gerber Kawasaki recommended transferring my investments languishing in other…read morecompanies to more profitable companies. His expertise increased my wealth by at least 60%. I do not need to worry about having sufficient money to fund my lifestyle or to gift my children and grandchildren. I am grateful. Ola B.

Chang Tax and Accounting is an exceptional CPA firm. Our small food distribution business,…read moreestablished between 2017 and 2019, unknowingly accumulated a $50,000 debt to the IRS and FTB due to negligence by our previous accounting company. In a challenging situation, Tina patiently helped us clarify the complex issues and diligently drafted documents over the course of two years. Her efforts significantly minimized the legal and financial complications arising from our improperly filed prior tax returns. Thanks to her support, we are now making 35% more profit while comfortably clearing our debts with the IRS and FTB. In addition, Tina has greatly increased our business profits from 2024 to the present by implementing effective strategies to minimize losses from poor merchandise management and maximize customer service excellence. Tina's expertise extends far beyond traditional CPA services. She has also helped us with social media presence, financial advisory, long-term wealth creation, online marketing, and e-commerce. Although her specialty is accounting, her dedication to improving her clients' businesses and overall financial well-being is evident in the consistent results she delivers.

If you're looking for a CPA that's knows business and accounting laws then look no further. I came…read moreto Tina Chang with a goal for starting my own business, creating a LLC and starting a S Corp, and of course what everyone needs/wants at year end...maximum return from Uncle Sam. Tina's attention to details and meticulous approach on handling my financial records especially with her ability to explain complex financial matters that's easy to understand made me safe. Thus if you value your time and want to focus on your business, Tina is a one stop shop from monthly book keeping, payroll management, and doing taxes.

LA Wealth Management does a great job managing my company's retirement plans. Laurie is friendly,…read morehelpful, and available when we need her.

Laurie Allen is such a pleasure to work with. We have watched our portfolio grow consistently…read moreupward under her management. I would confidently recommend her services to anyone. I trust and value our working relationship. She is respectful, very experienced and type A ( super organized and thorough) which is what you want when someone is managing your money. Best of all she is kind, genuine and excellent at what she does. She has found her calling!

I was interested in making investments, and had been referred to Curtis Allen by one of my clients,…read moreCurtis made me feel at ease about investing my money. He did not come off sleazy or pushy, he stays in contact and is honest. I would definitely send my family members and friends to him.

Curtis is awesome. I clicked with him right away and know you will too. He is the real deal and has…read morea wealth of knowledge and continues to impress me with his suggestions and advice. Not only do I admire him but he has helped many friends and clients who are also very happy with his services. Good job Curtis, keep it up! PS Ask him about Ali baba (the stock)

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.

HWM has been my fiduciary for many years, and I couldn't be happier with the level of service, the…read moreconsistent growth and the overall success of my portfolio. Highly recommend!

We've been working with Ken and his team for about a year now and couldn't be happier with the…read moreservices provided for a very reasonable rate. Ken is thoughtful, caring, and really takes the time to explain financial decisions to us. He provides frequent updates to our accounts and the market in general unprompted and it is a pleasure to work with him. We are excited to have found Ken early in our careers and look forward to working with HWM for the long haul!

I started working with Michelle 3 years ago under stressful conditions. My biggest takeaway was…read moreher encouragement, advice, and hope toward my then circumstances. She was kind and thorough in her coaching, and I give her my highest recommendation for helping see an accurate financial picture. Call her!

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've been working with Evan for several years now, and couldn't be more pleased. I have referred…read morefriends and family members, including my mother, after she had someone else managing her finances for many years. Evan made her feel at ease, and we have seen tremendous growth since the switch. He is extremely responsive, knowledgeable, and provides a sense of security. We know our finances are in excellent hands with Wendell Charles managing them!

My wife and I have worked with Evan now for over a year. In that time, he has transformed my…read moreinvestment approach into one that better fits my life goals and has generated better returns than at any time in the past 25 years. In our initial visit, and on subsequent occasions, Evan has acted as our 'financial therapist' where he was able to ease my fears and inspire confidence in our retirement planning (I'm a little neurotic). Evan encouraged and gave us the tools to take a more holistic view of our financial universe. His Wealth Vision tool brings together all the disparate elements of my investments, spending, income, insurance, etc into a user-friendly environment. Evan is always willing to take a phone call and listen to whatever concerns I may be having at the time. His demeanor is always positive and if he can't answer a question on the spot, he will do the research to make sure his response is sound. I appreciate his honesty and trust his perpetually-informed advice.

Assisting brokers with compliance issues before serious misunderstandings cause suspensions etc…read more it feels like a gotcha mentality vs helping folks with issues before it's too late. I was preoccupied with business issues and missed a compliance deadline followed by suspension. This could have been solved easily but it developed into a serious situation. It felt like management was more interested in retribution bs solving problems. There are some staff that favor the gotcha school of management vs solving problems. Very sad.

The AdviceWorks website upon signing in first displays Account Not Available and then Account…read moreBalance as $0.00 and then refreshes and enters the balance of all accounts. Do you know what the effect of seeing Account Balance $0.00 has on a Senior Citizen retiree? It is not a beneficial one in today's day and age of identity theft and elder financial exploitation. Even when moving through the screens the Account Balance will display $0.00 before refreshing. It probably would take changing a "0" to a "1" in the programming to make the $0.00 from displaying and alarming depositors, however, apparently the upper management at Cetera does not find this to be important.