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Los Angeles, CA

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HFM Advisors

5.0 (1 review)

Services - HFM Advisors

Investment management

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Pathway Financial Services - Jen Mulder - founder and fee-only financial planner

Pathway Financial Services

(34 reviews)

Jen Mulder has a great attitude about how I could manage money without so much worry and stress. I…read morehad my questions about what to do about my various retirement accounts from different jobs, and Jen was very practical in her advice. Her empathy and kindness makes it possible for me to trust her with what might seem like a "dumb question" in my head, or something very personal. Jen is clear about what options are available and really has my best interest in mind. I also asked Jen to help an elderly neighbor sort out her retirement money so we could plan out how to best support her ongoing assisted living expenses. We also had to deal with a past period of a difficult medical situation. This neighbor was very anxious about everything and had trust issues, and Jen had the incredible patience to help us streamline her finances that were scattered everywhere. This was a time that was so stressful and overwhelming, and Jen's voice of reason made it possible for us to put most things together and now, my neighbor's money situation is on cruise control. My anxious elderly neighbor can now trust that her retirement money has excellent oversight and we can keep her in a comfortable living situation. Thank you Jen for creating Pathway Financial Services so you can help with untraditional clients like my neighbor!

I spoke with Jennifer roughly 6 months ago and just had an initial consultation. She was so kind…read moreand encouraging, and informative. I had reached out to other financial planners, one who never pinned down a date with me and another who was incredibly negative about my situation, and frankly scared me. I shared my debt and expenses with Jennifer and we had an honest and encouraging conversation, she even went over the 30 minutes mark. I hope I'm positioned better soon to use her services more! But it was a nice start. :)

Impact Fiduciary - Patrick Dinan, CFP® Founder

Impact Fiduciary

(36 reviews)

Downtown

A few years ago, after receiving an inheritance, I spent a great deal of time researching and…read moreinterviewing fiduciary financial planners. Since we had never needed one before, my husband and I wanted to be sure we were making thoughtful decisions for our future. We ultimately chose Patrick, and we couldn't be happier with that decision. His focus on sustainable investing made him stand out even more and aligned well with our values. Patrick is not only highly knowledgeable and professional, but also approachable, thoughtful, and easy to talk with. Nearly three years later, we remain extremely pleased with both his guidance and the results. The addition of Rachel Strong to the team has been another positive development. She has been wonderful to work with as well, and together they provide outstanding service and support.

My husband and I were looking for a financial advisor after years and years of trying to manage it…read moreon our own. We needed someone we could trust, that can help organize our finances, set up some estate planning, and overall improve our financial literacy. We're so happy to have found Impact Fiduciary and to work with Chris whose always made sure we are set up for success. He's extremely knowledgable and patient in walking us through what financial decisions need to be made, and exactly what we sign up for as we look into certain investments. He's great at keeping up with us, even when we tend to lose sight of our goals or meetings. We've been fortunate to see a lot of growth after working with Chris, and it's assuring knowing we're investing with those who have similar values as us. Looking forward to working with them for years to come!

James M Cha, CPA & Corporation

James M Cha, CPA & Corporation

(22 reviews)

Palms

James Cha CPA has been amazing and takes care of all of my business accounting, payroll and tax…read moreservices. Finding a good CPA is tough and frustrating. I had a very bad experience with my previous CPA that I started looking for a new CPA to work with. I went to many firms and spoke with them in person before making my decision to start working with James Cha CPA. It has been a little over a year and is very satisfied with the company. They are professional, helpful and caring. I am so happy to have made my decision. Give them a call if you have any accounting, tax or payroll needs!

When I was looking for potential CPAs to help out with my case, I stumbled upon his firm and looked…read moreat his reviews on this site and on other sites as well. What I noticed was that James responded to the positive reviews as well as the few negative ones. As a business owner myself, this tells me that James takes pride in his work and cares about his reputation. This was a good sign! During my initial consultation with him, I asked if he's encountered similar scenarios to my case and he said that he did and while he couldn't make definite promises, he had favorable results in the past. So I hired him to help out with my tax case. My tax case was a real mess spanning over 15 years and dealt with international tax laws with major $$$ implications. The whole ordeal took over a year to resolve but in the end James and his firm knocked my case out of the park! James knows his craft and with years of experience he was able to help me maneuver through the intricacies of international tax laws and tax resolution strategies. It would be an understatement to say that James saved my business and our livelihood! And for that I will forever be grateful.

HFM Advisors - investing - Updated October 2026

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