1. Moon, Schwartz & Madden

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Orinda, CA

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Moon, Schwartz & Madden

2.0 (37 reviews)

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11 years ago

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2 years ago

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6 years ago

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Review Highlights - Moon, Schwartz & Madden

“I have hired John Madden to provide 3 separate services to include two QDROs and one pension valuation.”

Mentioned in 6 reviews

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Robin Patin, CFP,  CPWA

Robin Patin, CFP, CPWA

(10 reviews)

I've worked with Robin Patin at Edward Jones for a couple of years on my retirement planning, and I…read morecould not be happier. I've been an Edward Jones client for over 10 years now, and Robin is by far the best financial advisor I have worked with, there or anywhere else. She is a knowledgeable expert, and she also brings a creative common-sense approach to financial planning. I've also found Robin to be sensitive to the realities that everyday people like me face when it comes to financial planning. Unlike many other financial advisors I've worked with, she has never shamed, scolded, or argued with me when discussing my financial future. Instead, she has explained the underlying concepts, helping me to understand how to make the best decisions for myself and my future. I find this to be not only refreshing, it also speaks to the level of respect and empathy Robin brings to her practice. As I watch the balance in my retirement accounts grow, I'm grateful to have a such a good investment advisor. I'm a residential mortgage banker by profession, and I have referred clients to Robin as well. They have all spoken of her with high regard for her abilities in financial planning, as well as her professional and caring approach. It's also wonderful to have someone I can refer my clients to with complete confidence. if you're thinking about planning for retirement, reach out to Robin, I think you'll agree she's the right person to help you with your long-term financial planning. Do it today, since the best time just start has probably already passed, so the second-best time is now!

Robin Patin is very tuned into the existing market in light of all the recent economic turmoil and…read moreknowledgeable about what investment and retirement options make sense for small business owners to help them and their employees save for retirement. Robin looks for the easiest and most cost effective solutions for her clients. I appreciated her honesty and candor when explaining whether or not an option will work or if there is an easier and cheaper solution to resolve the issue. She can provide comprehensive and holistic financial planning that includes gathering and presenting options around savings, insurance, retirement, business structures, taxes and providing valuable advice and insight that integrates all of these areas together. I wholeheartedly refer Robin to all my friends and colleagues who need help making important financial planning decisions. --David Kersten, Small Business Owner, Wide Angle Media (www.davidmkersten.com)

Tiffany Groode - Dave Ramsey certified financial coach

Tiffany Groode

(26 reviews)

Uptown

Positive: Professionalism, Quality, Responsiveness…read more I have received exceptional care and service since my initial conversations with Tiffany and our consequent follow up coaching discussions. I am so glad my wife and I found her, given how much value and up-to-date wisdom she brings. Tiffany is friendly, attentive and very professional. I've experienced Tiffany to have an ability to quickly zero in on the essence of our financial situations and then partner with us to bring real-world clarity and strategy to our much needed financial solutions. She loves what she does and she has a heart to educate and to serve - totally a win-win relationship. Tiffany is extremely current and knowledgeable in her field, respectful, honest, fair and client focused. I recommend her in a heartbeat (have actually done so to hundreds of people) - she offers a free 30 minute consult, jam packed with value. Check her out. See for yourself. We definitely will continue to work on improving our family and overall finances with Tiffany!! Thank you, Tiffany!!

I have been working with Tiffany for 4 years on my personal finances. I can tell you straight out,…read moreI would not be where I am right now without her! I am completely organized with an excel sheet that covers incoming/ outgoing expenditures so that I am set up for recurring items, as well as prepared for one-offs. My credit cards are paid off and I have a significant sum of money in my savings (something I hadn't been able to do before). I have separate accounts such as my "weekly allowance" for things like gas, groceries, movies, etc where I can track day to day where I stand; a Vacation fund, an Emergency account, etc. It's very convenient to meet on zoom on a periodic basis to keep things lined up and flowing smoothly. The relief of knowing where I stand financially on an ongoing basis is priceless! Not to mention that she is such an easy person to work with; smart and experienced beyond general personal financial management.

Moon, Schwartz & Madden - financialadvising - Updated November 2026

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