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    Grapevine Financial

    5.0 (2 reviews)
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    Samantha N Dinh, CFP - Paragon Financial Planning - Samantha N. Dinh CFP®

    Samantha N Dinh, CFP - Paragon Financial Planning

    (54 reviews)

    I have been a client for about 16 years. Last week I had my annual portfolio review along with an…read moreextremely detailed financial view of what my family's future looks like. I have always been extremely grateful to Samantha and Sandy for their guidance but this week I have reflected even more on what a gift they have been to my family. My husband and I are both 57 with one child in high school. Slow and steady we built a secure financial future. We simply could not have done it without her exemplary advice and encouragement. Not only is Samantha uniquely talented in the realm of full scope financial planning and investment strategies, she is also a wonderful person. By becoming her client you will have an ethical, compassionate, and extremely talented ally that will help you reach your financial goals. You can build a future for yourself and your children that is bright, hopeful, and full of freedom. As the years go by and you watch the outcome of Samantha's guidance you will be overcome with the gratefulness that I feel right now. For a middle class family to build wealth takes discipline and patience, but it can be done. If I can do it you can too.

    Samantha has been managing my family's portfolio since 2018. This has been one of the best…read moredecisions we have made. In 7 years, she has doubled our assets. In addition to advising us on our financial portfolios, where she has guided us on salary contributions to different pots (retirement accounts, college savings accounts for our kids, and stocks), she advises us on life insurance and linked us with colleagues to help with our taxes and living will. We couldn't be happier with our decision to work with Samantha and hope this can be a life-long partnership - she is very talented and astute with markets and really has our back with every decision.

    Mia's Fiduciary Services - Luis Fernandez

    Mia's Fiduciary Services

    (6 reviews)

    Update:…read more Unfortunately, things have only gotten worse. My family is now objecting to Mia's decision to file a trust accounting with the court ex parte--meaning she submitted it without notifying or sharing it with the beneficiaries beforehand. Another unnecessary action. This appears to be a deliberate attempt by Mia to block my family from exercising our legal right to formally contest the accounting, despite having already informed Mia of our objections. We are currently submitting formal objections to the court to stop Mia's attempts to pull one over on us, and a request for affirmative relief to remedy the significant financial harm caused by Mia and her fiduciary services. We are going through the court because Mia failed to set a bond for the full value of the trust--as required by a court-approved settlement agreement and confirmed in writing by her attorney--until after the trust assets had already been distributed. She only bonded the "holdback" amount, leaving us unable to file a claim against a full bond. We are now forced to seek financial remedy through the court instead. Despite this, we remain confident in our position. As both the judge and Mia's own attorney noted, bond requirements primarily protect the trustee, not the beneficiaries-- so it's not a loss of us. In fact it is more so a loss for Mia. Fortunately, by pursuing affirmative relief in court, as the judge advised, we still have a path to seek recovery for the losses Mia caused. Our evidence is substantial and clearly demonstrates Mia's failure to uphold her duty of prudent financial management--including her refusal to negotiate the sale of my grandfather's home, which appeared to be retaliation for a previous Yelp review posted by my mother. We believe the court will recognize this pattern of misconduct and award appropriate financial relief. If you or your family have also been harmed by Mia's actions, we strongly recommend the following steps: 1. Leave a Yelp review to inform and protect others. 2. File a complaint with the Professional Fiduciary Bureau of California (PFB). We've formally requested that Mia's license be investigated and potentially revoked. 3. File an objection with the courts as soon as possible to preserve your legal rights. Additional Advice: * Get everything in writing. Mia frequently gaslights or contradicts herself, and documentation is essential to protect yourself. * Track your own records. Mia has admitted that she creates invoices from memory instead of maintaining real-time records as required. This has led to inflated and inconsistent billing. * Confirm bond coverage early. We were told a full bond was in place, but Mia repeatedly stonewalled us when we asked for confirmation. In hindsight, we should have gone directly to the court--but we didn't want to be overly litigious. We now realize we should have acted sooner. As my mother's attorney said: "You don't have to be nice to the people managing your money." Beneficiaries have the right to transparency, respect, and fair treatment. Trustees work for you--not the other way around. Trustees should not be cons, bullies, or bitter--but in our experience, Mia Ousley has been all of the above. Things can get better--just not with Mia or Mia's Fiduciary Services managing your family's finances. Avoid this company, or be prepared for a legal battle.

    Mia failed to answer emails and phone calls from trust beneficiaries beginning in the first two or…read morethree months. It got worse from there. Mia and her team failed to gain control over accounts. Mia charged the trust $190 per hour for refiling the files of paper documents, charging a small fortune against the trust. Mia failed to get appraisals of trust assets in the first 90 days, instead taking over a year and a half, then picking the most expensive appraisal her team found, more than double the cost of another qualified appraiser her team found. Mia interviewed very well at first, but that was not a good predictor of results. The beneficiaries have been without any communication directly from Mia for a long time. Her plans are a mystery to the beneficiaries.

    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.

    Grapevine Financial - financialadvising - Updated May 2026

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