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    Impact Financial Advisors

    5.0 (2 reviews)
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    3 months ago

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    Paul R.

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    Pure Financial Advisors - Davis, California - Pure Financial Advisors

    Pure Financial Advisors

    (1 review)

    I had been searching for a financial planner for some time -- specifically a fee-only Certified…read moreFinancial Planner. They don't have anything to sell, other than their advice, thereby avoiding having various things thrown at you that are really designed to make them as much money as possible. Through an odd circumstance, I came across Symphony Financial Planning. All I can say is, WOW! This is how financial planning should be. First off, it's not some corporate building with lots of granite and glass -- it's a very inviting environment that's in what appears to be a small home. You'll feel comfortable right away -- not like a corporate prisoner. The most important part of course are the people. A better group you will never meet. They are super nice, especially Taylor, who worked with me. She made me feel completely comfortable, and explained things in a non-condescending manner. She never made me feel stupid, which is something I can't say about other people I've talked to. In the end, she gave me some great ideas about how to maximize my retirement savings, and sold me nothing in the process. Perfect! And because they are fee-only, you only pay for the time you need -- they won't latch onto your accounts and start pulling out commissions or other fees. They don't even have access to your accounts -- all they can do it give you advice about how to manage what you've got, to meet your goals. If you are looking for financial planning and are anywhere in the vicinity of Davis, you owe it to yourself to give Symphony a try. You won't be disappointed!

    From the owner: Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor providing comprehensive,…read morestrategic retirement planning services and low-cost, tax-optimized investment management, with a fiduciary duty to act in our clients' best interests. All our advisors are non-commissioned, experienced financial professionals. Pure Financial does not sell products, earn commissions or receive referral fees from any source. Our specialty is retirement and pre-retirement financial planning, retirement income, and asset management with an emphasis on tax reduction. Whether you're nearing retirement, in retirement, had a life-altering event or need investment advice, our fee-only fiduciary financial advisor team will help craft an investment strategy and retirement plan based on the best interest of your financial goals.

    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.

    Impact Financial Advisors - financialadvising - Updated May 2026

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