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.

OMG. Went in here with my girlfriend to transfer her mother's account to her name as she was the…read morebeneficiary. So the incompetent person who was helping us, put me as the beneficiary to the closed account and not my girlfriends. I could understand why they have a low rating.

Very rarely do I need to go into a branch because I do most of my business with Fidelity online…read more First time I went into this branch. Way way easier than going to the Fidelity branch in Century City - parking there is ridiculously expensive. A young man named Brogan helped me do a transfer I needed done quickly. He got on the phone with both Fidelity and my other brokerage to confirm everything I had filled out on my form was how they needed it. And then he even followed up leaving me a message the next day to let me know the transaction had gone through exactly how I needed it. Thanks Brogan! Your help was phenomenal!!

The online application process requires a home residential address for the applicant, which I found…read morediscriminatory to those who have non-traditional living arrangements reliant upon Postal Service boxes. Think of homelessness in terms of those people who travel and navigate. Design your business in a way that respectfully acknowledges and supports the individual client who may be perceived as having less traditional goals, but whose choices might nevertheless bring insights and ingenuity to your client base. Encourage this significant part of the community to organize both their savings and their investments to achieve that. It was communicated that they are only opening accounts online, and that a only soft credit check is done. I also learned that a self-directed account without margin is free without any minimum $ to open, with the robo algorithm available at a minimum of 5k, with a Certified Financial Planner option for $300 to join, and then $30 monthly thereafter. I chose to stop my submission of my application to Charles Schwab only because of the use of the odd phrases "Transparency" and "Sweep Banks."

Good luck getting an appointment with these people. I went online to request one, but that email…read moresent has gone unanswered. The phone call to this Santa Monica office went to someone out of state that I had to practically beg to help me. They claim a voicemail was left, but so far that hasn't been returned either.

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. :)

Pathway Financial has helped us tremendously. We were late getting into the whole "save for…read moreretirement" game, and Jen has steered us right! Before we met her, we were in debt (failed business), and clueless as to our savings and 401k's. Over the last few years, with her guidance, we have gotten out of debt and are well on our way to building our financial future!

Los Angeles is filled with professionals who brand themselves as being the best. In a city of this…read moresize and constitution, it is difficult to differentiate the good guys from the rest, especially within finance. Usually I reserve my Yelp energy for local restaurants or shops, but Miracle Mile deserves a shout out. I have been working with Miracle Mile Advisors, specifically Duncan Rolph & Sara Rajo-Miller, for quite some time now. As a banker, I am careful as to who I do and do not introduce my own clients to. However, now that I have gotten to know the team, I know my clients will be in good hands and I have made several referrals to Miracle Mile. The team operates with professionalism and transparency, things that I place a high value on in my own practice. If you are looking for an a new advisor, I highly recommend giving them a call.

Miracle Mile is the real deal. They have a cohesive team of financial advisors that are both…read morecommitted and honest. One of the most important qualities in a wealth manager is their ability to tell the truth, without any sugar coating. I have worked with my fair share of advisors and can bluntly say that Miracle Mile takes the cake. They will lay out your finances in a way that makes sense and take the time to create a plan that will get you where you need to go. Give them a call.

He really cares about his customers and is genuinely in the business of helping people. Would…read morerecommend him to anyone. Trustworthy and extremely knowledgeable glad to I came to him to help with my finances!!

I'm pretty new to the idea of professionally managing my money, I called around plenty of places,…read morehowever, none of them were as helpful as Daniel has been. He is a natural at what he does. He is honest and straight to the point, but also friendly, which is really important for me. I think it's really important to work with someone who has your best interest and is considerate as much as he is relatable, especially when it comes to dealing with my money. His advice really helped me to kickstart my financial journey.

Expert DOJO is an important part of the start-up ecosystem in SoCal! Brian, the Head Honcho, and…read morethe entire Expert Dojo team, as well as collaborative partners, connect quality entrepreneurs, investors, thought leaders and advisors. Recently, at Startup Arena hosted by Startup Coil, I had the pleasure of meeting esteemed panelists and promising early-stage startups and their management teams, as well as reconnecting with former clients and friends. I greatly enjoyed all the excellent pitches, especially those by Apsy, Katsh Digital ID and Gravvity. The advice/feedback provided by panelists during the pitch event to each company was for the benefit of the companies as well as the audience. I highly recommend Expert DOJO!

I've known Brian Mac Mahon and have been involved with Expert Dojo since Jan 2015, attending events…read moreand advising/investing in the startups that come there from around the world. Brian is at once a savvy startup investor, a clever innovator, a force of gravity in the community, and a charismatic leader. The Dojo and its team delivers unparalleled value to early-stage startups in the Southern CA ecosystem and, for the past few years, has been drawing amazing startups from around the world to learn, connect, and accelerate their businesses by leveraging everything the Dojo has to offer. I'm glad to be part of the Expert Dojo community and I always look forward to watching each new cohort of startups come through the program and mature into great businesses.

Retired at 62. Moved my money to Abacus and Barrett Porter…read more My money has sustained it value even through turbulent political and social times. I used to check my retirement funds daily, but learned that I could trust Abacus to manage it responsibly and still make it grow.

I spoke with a financial advisor from Abacus for initial consult to match me with one who would be…read morebest suited for my financial situation and goals. I thought that the conversation went well. I was told that a financial advisor would be in contact at the beginning of the following week. I never got a follow-up call or email. I had high hopes for Abacus. I met Brent Kessel, its founder, at a workshop years ago. I was impressed with what seemed to be Abacus' philosophy on money management. To me, wealth management is not just about the money. And Brent did write a book called "It's Not About the Money." I am not sure if my net worth was below the threshold for what Abacus required of its clientele and I would have understood it they could not take me as a client for that reason. It is a business after all and parameters needed to be set for it to be profitable. But I was never informed of that during the screening call. In the end, the courtesy of a call informing me that I did not qualify would have been appreciated. It would be unfortunate if Abacus only caters to the financially affluent (I could be wrong), espousing socially responsible investing and wealth as not just about the money, but not having a division in its company for people who are not as affluent in the material sense. I have since found a certified financial planner who does not only walk the talk but actually applies the principle that financial planning is not just about the money - that it is a part of a broader perspective of life planning as George Kinder, who wrote "The Seven Stages of Money Maturity," believes. He actually showed me that I have more to invest than I thought I did which was a pleasant surprise. And I am grateful to be life planning with him and not just financial planning. In the end, I believe that Abacus did not work for me as it may not have been the best avenue for me to grow my money and my life. It all works out in the end.

Robert has an incredible ability to get straight to the heart of the matter…read more When we first met, I was facing major challenges and I remember being asked this one (of many) powerful questions: "Does your life work?" My answer was no! With his guidance, I transitioned from a broken business built on sweat equity and no pay to a life and business focused on what truly matters--creating real results, wealth, and success. Attending his group workshops and one-on-one sessions was a game-changer. The workshops provided fresh perspectives and personalized feedback for all participants, while the one-on-one sessions gave me clear, actionable steps. If you're ready to do the work and create a life that works, Robert Chun at RSC Business Group is the coach for you.

Working with RSC Business Group has been so helpful! I was skeptical before meeting with a company…read morewho purports to know how to grow my business (especially because I work in a less common field), but after just the first meeting, I started to benefit. From working together, they have 1) given me simple, powerful direction, allowing me to take small steps that would make big changes, 2) saved me time and resources by directing me away from mistakes I might have otherwise made, and 3) motivated me to take necessary steps I had been pushing off. I found great value working together.