Money is a very personal thing. Managing money is important, and becomes an essential goal as we…read moreget older. I am on my last year of teaching and I needed to make sure my funds and assets were working as productively and efficiently as possible. I've been working with Liza for three years now. We strategized, created a plan, and moved my money into new, more productive funds. Liza is amazing! She is knowledgeable of the many options to fit my situation, she understands how Calstrs (retirement plan for teachers) functions, and she has walked me through this new terrain of money management every step of the way! She is personal and professional, and she's great at getting back to you with all your questions. I finally feel my money is working for me. In short, Liza has provided the clarity and strategy that now gives me confidence about retirement and the new adventures that await!

Liza is a professional and also personable. She has made my retirement a smooth transition. She…read morehandles all details and stays on top of the ever changing financial laws and rules. She reaches out and communicates often, checking in and is always available to answer questions. I highly recommend Liza Dowdell for all my financial endeavors.

I don't normally post reviews, positive or negative, but I had to spend some time and give San…read moreDiego Wealth Management a review. My wife and I were going through some financial turmoil and I sent them an email hoping to get a few tips on how to get out of debt and better manage my finances. Well not only did I get a few tips, I also got an amazing financial plan which will help us get back on track and get out of debt within a few years. Aries Jimenez is one of the best around! He spent quite a lot of time walking my wife and I through our new financial plan and spoke in a way that someone without a lot of financial guidance could easily understand and follow. My biggest tip to anyone who is interested in working with a financial planner, is to do it before you need it. Sure, you are spending your hard earned money on something you think you may not need, but trust me, had we reached out for help before our debt rose out of control, we would not have been in the predicament that we are in now. It is money you are spending up front but you will end up saving money in the long run. Trust me...its worth it. Thank you Aries for your amazing and structured advice!!

I recently look a class on business and it mentioned to look into a financial/wealth coach, so I…read moregoogled and San Diego Wealth caught my attention. And I am so glad it did. I did my first intake session with Cory and he was a lot of help. I've been nervous to look into any kind of financial advisor, but he made me feel safe and understood. The approach is different than anything I have heard, googled or read. I was given advice, resources and strange enough, compassion. The things that are essential when it comes to money and finances but often forgotten. Along with this, Cory has much intelligence and knowledge yet is very humble and down to earth. I want to recommend him and San Diego Wealth to anyone interested, even if its the beginning stages of curiosity. They can help lead and guide to what is best for you. I would recommend just reach out, ask questions, and let them take it from there. Thank you Cory/San Diego Wealth!

Having retired and relocated to San Diego I was in need of the right Financial planning as I…read morestarted this phase of my life. After vetting and searching I found Wealth Analytics! From the first phone conversation to meeting Jeff and the team in person it was a perfect fit. They have a wonderful "client first" attitude that feels more family than business coupled with the knowledge and awareness to help negotiate these interesting financial times! I highly recommend them if you want to feel secure about your financial future!

Although I am not reviewing as a client, I am leaving this review as a future client of Root…read moreFinancial Partners. If you're reading this, then most likely you are on the journey in getting better informed financially for retirement. And because you're looking up Root, then most likely you ran across videos of Ari and/or James on YouTube just like me, or on Podcast. When I initially started researching retirement for my wife and myself, I was fortunate enough to have "the algorithm" direct me to Root with James and Ari. The more I watched their videos, the more I became informed of answers to questions I did not know I had. What really drew me in to watch more of their videos, was their holistic approach to retirement, which was an option I was never aware of. And combine that with their ability to explain complicated strategies using their software with real case studies was a bonus. Anyways, back to the review... I reached out to Ari directly via email, and to my surprise, he responded directly to me (I was expecting a form letter). He personally answered the general questions I had and we scheduled a meeting to determine if they can bring value, to justify their fee structure. Unfortunately, when he reviewed my current portfolio structure/allocation in detail, he was honest and said they could not bring value to justify their fees. He then proceeded to offer some guidance to other advisors they recommend, and further explained how specific advisor strategies would be better attuned to my needs in the near term. I really appreciated his candor... But what really stands out is his willingness and continues to help as much as he can, of course without providing specific investment guidance. Up until now, even though I'm not a client, he continues to take the time to respond and answer questions I have from time to time. And not just basic answers, but simplified, detailed video explanations for a better/easier understanding. I can go on with this review, but after a while, it might sound too good to be true. All I can say is reach out to Ari (Root), and you'll see what I mean. Once we're closer to retirement and can take advantage of the holistic approach they provide, we'll be sure to reach out again. Thanks again Ari!

The team at Root Financial Partners are impressively knowledgeable. James has a way of making…read moreeverything easy to understand and follow, and their charts and calculators simplify the process. He answered questions we didn't know we had! We feel very secure entrusting our financial retirement future to James and the Root team.

I recently had a consultation with Laura at Pacific Wealth Planning. She was very knowledgeable and…read morehad great advice! I highly recommend her!

I have been working with Pacific Wealth Management for a number of years. They have been great at…read morehelping us navigate a number of changes in our life and their advice is always critical to our decisions. I would recommend Pacific Wealth, and have, to anyone.

Stu is an extremely knowlegable professional in his field. Whenever I have a question he is quick…read moreto respond via a phone call or email -- which shows me that he truly cares. I trust Stu's sound judgement and suggestions as he diligently works to benefit my portfolio and me. I cannot recommend him enough for your estate/financial planning.

After COVID hit, and the markets tanked, we lost a significant portion of value in our investments…read moreand retirement account. 5 months later Wealth Preservation got us back the losses we sustained the previous 4 months. We cannot imagine using anyone else to manage our family's future.

Working with Steve Looser has brought more clarity into the world of financial planning. We met…read morelast week and he laid out a easy and clear 3 step financial plan that anyone can follow. He shared useful information in regards to saving for the present in case of emergencies, near future to create an immediate passive income stream and then the longterm future to anticipate marriage, kids and retirement. We've both agreed to read Tony Robbins' book Money Master the Game and meet periodically to discuss highlights and insights from the material to help us better understand financial planning from 50 experts. I look forward to continuing to work together with Steve to flow with the stream of prosperity and abundance through smart and profitable financial planning.

My wife and I have only high praise for Alan at Arcadian Financial Services. We looked very…read morecarefully before selecting Arcandian. We wanted a fee only financial advisor and Alan came highly recommended to us. Being part of the Garrett Financial Network gave us confidence that his knowledge and approach would align with our financial planning priorities. We were so satisfied with the planning experience that we have continued on with quarterly financial wellness checkups.

I really enjoyed working with Alan. He is very detail oriented, friendly, nice, knowledgeable and…read moreprofessional. He explains things until you understand and gives a plan that can easily be followed. I highly recommend him for anyone needing some financial advice!