We scheduled a zoom call with Gary for some advice and to determine if we should use his services…read more He answered all our questions open and honestly, guiding us in the right direction. If the need arises to use a CPA in the future, I wouldn't hesitate to call Gary again. Thank you for your advice, Gary!

Gary was very professional and very helpful. Went over and beyond my expectations…read more Gave really great advice and took his time to explain it well. Would recommend!

I met with Benjamin because I had a specific tax planning question and was exploring the idea of…read moreworking with an advisor. He took the time to ask questions and understand my situation and my needs He basically said "you don't need me, but go talk to my accountant." No sales pitch, just straightforward advice. None of that gut feeling you get when someone is trying to sell you something that you don't understand or don't think you need but you go along with anyway because they're the "expert." Benjamin will be my first call whenever I do need a financial planner.

Seriously, it is time to fire your financial advisor if they are charging a percentage of your…read moreassets. You deserve a fiduciary who is focused on your needs, not their ongoing cut. I started working with Benjamin after a major life setback and felt completely lost. He grabbed my hand and helped me take the financial steps I needed to regain control of my future. He is kind, compassionate, and truly encouraging. He helped me make important adjustments to my finances that I should have made years ago. What I appreciate most is that he does not overcomplicate things to make you feel dependent on him. His goal is to educate his clients so they can take the reins themselves.

If I could give more stars to Daniel, I would; he and his office staff are simply wonderful at…read morehandling both the hard bits (investing, presenting options, keeping me up to date on the state of my finances) AND the soft bits (listening to my concerns/needs and explaining things with fabulous charts/graphics). Daniel has even hosted my 2 young daughters in a session of Finance 101. I will be retiring soon, and feel calm about and clear on my financial picture - I credit Daniel and his team for this.

Daniel has been my financial guy for over a year now.... I could not be any happier. He is…read morewonderful. My wife and I make just enough money to put some aside for retirement - and he helped guide us through the process. He doesn't force you to do anything (which my wife likes) and simply gave us the options for us to decide. He knows how to get you the most bang for your buck - and will make investing easy. I pray he stays in finance for life - as he will be my financial guy for life. Thanks Mr. Jew.

Deep experience. Steady hand. One of the last excellent solo practitioners…read more I've referred quite a few clients to Ryan over the last decade... I've had no complaints.

Summary: I worked with Ryan on my 2019 taxes and he was excellent. I would highly recommend him to…read moreothers and plan on working with him again for 2020 and beyond. Context: I've been using TurboTax to do my tax returns for the past ~7 years. As our tax situation has gotten more complicated (e.g. house, kids, investment income, etc.) I've gotten less and less comfortable that I was using TurboTax correctly. Finally I decided to seek out professional help and found Ryan. He was very easy to communicate with and patient with my tax questions. And after reviewing my situation, he found tax savings that far surpassed his rate (which was $1,000 for our taxes, but will vary based on your situation). It may have been the best $1,000 I've ever spent. I will definitely be working with Ryan again.

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.

New job and my first paycheck! My direct deposit has not been set up yet, so I decided to just cash…read morethe check. The check was drawn at East West Bank. At first I was told they needed to make a call to see if the check was good. Huh? I said it's an East West check. Minor confusion, however the manager took command and explained they had to call my employer. The actual check was produced by the payroll company APT, not the bank. Fraudulent checks as such. As I recent victim of identity theft, I get it. A nice neighborhood branch. I might even open an account there!

Date: 8/8/2025 Time: 2:45 PM 74° Warm…read more My sister and I are two disabled senior citizens in our 70's, waiting for a bank employee to assist us. We sat and waited for more than 30 minutes, only to have a young lady and her mom come in after us and got help by the bank employee. What happened was terrible and poor customer service, resulting in my lowering to a one star. I left a few choice and profane words loud enough for them to hear me. Yes, I was ticked off, and as some folks with ghetto attitude would say, hell to the naw. When my account matures in January 2026, I will be there to close my account and take my business elsewhere.

I had a complicated tax situation in 2025 involving multiple streams of income (1099, W2, 401k…read moreconversion, etc) and though I made quarterly payments, I knew I was going to need an expert to help minimize my tax bill. I learned about EAs from a community whatsapp and went in search of one. After looking for several weeks and reaching out to a few, it was Phuong's rapid response (by email and phone) and his kind demeanor that helped make my decision. Overall, working with Phuong was straightforward. After agreeing on an estimated cost, Phuong invited me to a secure portal to upload all of my documents. Alongside, Phuong provided a checklist to help guide all of the files/info that you should consider uploading. This was very efficient and helped expedite the process. From beginning to end, it took only a few weeks. It would've gone much faster, but I was delayed in uploading documents, so I caused the delay. Alongside, Phuong answered one-off questions as needed and quickly. And I had a lot of questions! But Phuong was always willing to help. The best part? Phuong confirmed I was actually owed a refund. I was stunned. Is there any better result than that? Of course, this means my quarterly payments were on target, but I'm not sure I would've reached the same result on my own. I can't recommend Phuong enough. He was fast, friendly and importantly, secure. I am certain I will be working with Phuong for all of my tax needs moving forward. Thank you Phuong!!

She's very nice and very knowledgeable! I feel comfortable working with her. She gave me more…read moreinformation I needed to know for the next year.

Metropolitan Bank is a smaller bank than I guess the big banks, but Metropolitan Bank is a great…read morestakeholder in Oakland and the Oakland Chinatown community. I work for a nonprofit health center, and I'm active with a nonprofit association both of whom have accounts at Metropolitan Bank, and we've had no complaints about our experiences there. Shoutout to Oaklahd Chinatown Branch Manager Howard Lee. Not a big shock in Oakland Chinatown that they their staff would be multi-lingual, their specialty is working with the Asian immigrant communities. The family that runs the Bank has been active in the Oakland business community for decades and has gotten involved in different community groups and charities. They and Met Bank are a true pillar in the community, if you're looking for a smaller bank to put your money in, I'd recommend them.

From the owner: At Metropolitan Bank, We specialize in being a community bank, Serving Oakland's small businesses…read moreand people who do not have access to financial services from traditional financial institutions due to language barriers or lending formulas.

I have a saving account in Oakland branch, I wanted to set up a on-line banking couple days ago,but…read moretheir system kept deny what I did and asked me to contact their customer service. But unfortunately, no matter I choose English, Mandarin or Cantonese languages, they are sharing the same customer representative line is 9997,and the box was full,and not available to leave messages. I will say this bank system is lousy and won't worth to recommend.

Cathay Bank has a security guard on duty at the front door. Most times it's an indian guy with a…read morehead turban standing outside. sometimes, it's a chinese guy standing inside. there's account executives on either side as you approach the "teller's windows". service is fast since few people come here. came here to open a checking account. with same, they pay a liitle extra on their cd's (certificates of deposit), an extra .5%. very interesting....kaching!

Guy manages our office's Simple IRA plan. He is knowledgeable but more importantly is willing to go…read morethe extra mile for his clients and is extremely ethical. I highly recommend him.

What went well? Every. Single. Thing. We have been working with Guy for over 20 years and he has…read moreconsistently steered us straight. We have had some very complicated financial situations and Guy's advice always takes everything into account. He has guided us step-by-step through our various decisions and has saved us thousands and thousands of dollars by sharing his knowledge. he feels like family. This is more than a job to Guy. He is committed to helping you articulate and meet your goals.