Tom was excellent! He helped me out significantly with a 30 minute appointment to see if he and I…read morewere a good fit. Because of particulars of my case, we were not a good fit, but he recommended several people who would be. He also told me what to look for in a financial planner/wealth management specialist. It was incredibly helpful. Tom was great at active listening and making sure he was getting the correct information from me. While other specialists I've talked to were knowledgeable, they were not as careful or thorough as Tom about making sure they understood my assets, income, living situation, and goals as Tom was.

My husband and I had a great 30-minute session with Tom. He was very thorough in understanding our…read moresituation and assessing what next steps are based on our goals. As someone who isn't particularly confident managing my personal finances, it was reassuring to have a professional like Tom take us through what we should be thinking about and how to work toward our goals. We left with some recommendations that will help us stop being ostriches and actually learn to manage better long term.

We've been clients for almost 10 years and have worked with most of the firm as they've grown…read more Tessara (fka Ballast point financial planning) has been instrumental in guiding us as our income and net worth has climbed. Shawn has also been a trusted resource for referrals to other services we have hired in the Bay Area and we're so appreciative of him. Most recently, Vidalia is our lead planner and she is fantastic! She is knowledgeable, responsive and personable. I admire how she handles my questions in such a calm and composed way which I know can be challenging sometimes since I handle clients in my own career. We've "graduated" now that we have a stable financial plan but will have no hesitation becoming clients again if our planning needs change in the future.

Shawn with Ballast Point helped us do a one-time consultation of our finances. Shawn was incredibly…read morethorough, looking over all of our financials then providing advice on specific questions we had (if we should keep our home as a rental vs selling, advising us on stock options, etc) as well as letting us know where we could make some adjustments to our savings and brokerage accounts. We got advice on our kids' 529 accounts and upping our life insurance policies and Shawn gave us the name of a fantastic law firm who handled creating our living trust. The Google spreadsheet with the breakdown of our finances and things for us to consider in the short and long term was also great and something we will absolutely be using in the future to track our assets. Very grateful for Shawn and BPFP!

I reached out to McKinley to explore some financial possibilities. Mark took me on as a prospect…read moreand was fantastic. He was incredibly friendly, obliging, and easy-going. He fielded no shortage of questions and consistently gave thoughtful and helpful answers. The level of service he provided was head and shoulders above other financial professionals I spoke with. If you're going to have someone manage your money, Mark is a great choice--trustworthy, transparent, and thoughtful. I recommend him unconditionally.

After losing a large portion of our savings in the market crash, we wanted to find more stable…read moreinvestments to improve our financial security. Troy has been excellent in providing comprehensive investment advice, including identifying investments with significant upside, but with very limited risk of loss. In the first six months, we earned 30% across all investments. We now have investments that will provide tax-free annuity payments when we retire, as well as investments earning above-market rates that are liquid and can be used without penalty in the event of an emergency. Troy and the McKinley Financial Group have restored my family's confidence in our financial future.

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.

Akram & John have done a great job for us every year. They are organized and make the process…read moreeasy. We highly recommend them.

We committed to working together, I felt they were unresponsive once we started uploading docs…read moreetc., and they then suddenly told us they'll no longer work with us with no explanation and didn't respond to any follow-up questions. We're now left with very little time to find a replacement and we'll probably lose a lot of money as a result of this surprise from them. Facts: we agreed to work together at the start of this year. They shared a portal for us to upload docs into. It took us a few weeks to get started uploading those docs but we're still within their purported time-frame in mid-February. We had some access issues that, for myself, they fixed; that was not fixed for my wife and we had to bug them several times in the last week before our scheduled tax prep meeting. They then reached out to me, saying that they can no longer work with us and that they'll delete all the files I uploaded to their vault. When I asked them why, they did not respond.

Just interviewing different financial firms. I''m finding Fischer to be very pushy. Not asking…read morewhat your goals are which they brag about putting the client first. It's more like are we taking over all your accounts? What is your net worth? If you roll over your 401k into an IRA, we could manage your retirement also. Bad sales tactics. A real turn off in my book! They just want a bigger commission the more net value your portfolio is. I want to see how they handle one first before turning over my entire estate. Made me very uncomfortable, and that was with an area manager. Still searching for someone compatible.

Do not give these people your contact information!…read more I know what you're thinking....."what's the harm in just talking?" Sure, see what they offer, and just ask questions.....Right? These people have called me twice asking nosy questions and wasting my time. They are just screeners for the brokers. They don't call them financial advisors, they call them brokers. Real investment firms don't operate like this. Fisher uses flyers, popup ads online, and fake surveys on Facebook. If Fisher gets your phone number, practice saying "no thank you."

Aaron has been an amazing financial advisor and a rockstar of a planner…read more He showcases his breadth of knowledge on all things finance-related when I bring up an unfamiliar topic or a confusing finance document, and he helps me understand counterintuitive financial principles, calls out my financial blind spots, and helps me see perspectives on how to approach a life/financial decision that I wouldn't have ever considered. After vetting a handful of financial advisors five years ago, I ended up choosing Aaron in large part because I value how his approach to financial planning is more than merely quantitative. Aaron spends the time to understand me, what drives & motivates me, what I want to do in life, and then he's able to craft a plan with my finances to get me to where I want to be. Because of this, Aaron never pressures or burdens me with a investment decision; he explains everything to me in a very digestible way, but defers to me for the final call. Aaron also has a very affable personality, and it's super easy to talk about anything and everything with him, which I greatly appreciate because finances permeate deeply into all aspects of life that it requires a relationship built on trust to be to share vulnerably and openly. Even as my goals and desires change, or as my family grows, Aaron pivots along with me, and he gives me the confidence to wholly entrust all my finances to him so that I can focus on the non-financial aspects of life. I'm also super thankful of Aaron's flexibility. Sometimes our conversations run long, but I never feel rushed. Other times, I'm at a crossroads with a big financial decision, but Aaron has gone above and beyond to take an impromptu phone call in order to give me the advice that helps me make the right choice. I've been recommending Aaron to anyone who asks me for a financial advisor, and will continue to do so. There's no other CFP I can envision working with!

Aaron has been an excellent guide during this difficult time in my life. Because of him I feel…read morebetter about my financial health and he has help to ease a lot of anxiety about money and my future.

Becoming spiritually connected to my finances was something I had never considered. Creating a…read morehealthy realistic relationship with money gave me the self-assurance that money is not just about money. We all know this right. Do we? Realizing that abundance and prosperity is so much more than the bottom line opened my channels into paths of certainty, with abundance. Saving money is always good, but fully understanding our life's abundance with financial and physical well-being is amazing. Denise is kind, smart, encouraging and dedicated to facilitating abundance in all of us. Thank you Denise XO

Can I give her 10 stars? Please?…read more I am a firm believer in personal development and seeking support when I feel stuck in an area of my life. But it never dawned on me to go to a money coach until a friend described Denise as an "angel" in his life. As a standard-issue American I've always had secret emotional issues with money. All I was aware of, though, was that I hadn't saved enough. But in meeting with Denise I've learned how much unhappiness I've had around money-- and I've learned that I don't have to be unhappy with it anymore. I can feel a massive burden lifting, and before Denise I didn't even know I was carrying the damn thing around! Oh, and yes, I know I'll get the whole saving issue licked as well. Denise is in a class of her own. She truly is magical, an angel. And she's incredibly informed, expert and professional. I wish the other people I've gone to in my life were half as effective and Denise, but they weren't even close. If anything I've said resonates with you, do NOT hesitate to see Denise! You won't be sorry, I promise. One more thought: I was surprised that Denise had so few reviews here, especially given her stellar reputation and how long she's been in business... And then I noticed how embarrassed I was at the thought of publicly admitting that I'm seeing a money coach. Nobody admits to needing help with money, and everybody that I know well admits privately to having a miserable relationship with it! So please don't assume that, because Denise only has two reviews, she isn't as great and successful as she actually is. :-)

I work with people affected by wildfires, mostly in California. They often find themselves in…read moreconfusing and new financial situations. When I had clients asking about to do with their insurance payouts, Will stepped up and helped educate several families affected by recent wildfires. My clients who heard him speak really appreciated his insights and it has helped them navigate a troubling period in their life. His demeanor and approachability combined with his knowledge make him someone I was very thankful to connect with. He did a good enough job I am writing my first Yelp review ever.

I can't say enough good things about my experiences with Will. From his expertise to his patience…read moreto his business model, Will is solid and reliable.

I've had the pleasure of working with Brandon over the last year, specifically with helping me…read moreduring our company's IPO and the impact on company equity. Brandon was very helpful in providing guidance on selling strategies and gave me a plan to prepare for this recent tax season. Over the year, we also worked on a comprehensive financial plan and even went through important aspects of a first home purchase. Brandon and Diversifi Capital are very easy to work with and provide you with customized content based on your financial planning needs. I highly recommend them!

We were so lucky to find Alfred and his team at Diversifi. After years vetting various planners and…read moreadvisors, we were constantly in sticker shock at the price of hiring someone to help manage your money. I love their subscription pricing system as it allows for a monthly payment and relationship build over time, vs a huge lump sum payment that really makes you take a pause. It's pretty brilliant. The team is highly responsive and you can see they have high integrity. I just love this. Onboarding is a challenge if you have many accounts that need to be catalogued, but I have faith they'll improve the process & tools. They offer financial education via video tutorials if that's your thing, but it's not a requirement. The actual consults are organized, efficient, and down to earth in terms of financial vocab. Overall, we're very please and looking forward to working with them for many months to come. Highly recommend!