I was specifically looking for a fee-only financial planner who's also a fiduciary and I'm really…read moreglad I met Danny. A lot of the financial planners and investment managers I've spoken to in the past recommend specific investments that earn them commissions, but Danny, being fee-only, is always looking out for his clients' best interests. He was very friendly, knowledgeable, took the time to understand my situation, and explained everything very clearly.

Danny's knowledge about financial planning, investment management, and tax planning are…read moreone-of-a-kind. He has a simplified process that wasn't overwhelming and allowed me to feel comfortable the entire time. Definitely recommend speaking with Danny about your financial goals!

Ryan is a kind, honest, and communicative financial advisor. I have recommended him to several…read morefriends and family members. He has taught us so much about money, and has really assured us that we can achieve our goals. My husband and I are both risk adverse hard-workers. We always err on the side of caution, while trying to align things to our own personal beliefs. Here are the best things about working with Ryan for almost three years: - He takes on the work of researching and organizing information for major purchases and life events. You describe your wants, needs, and concerns, and he can help guide you towards the best decisions for your family financially. He put things in visuals and charts! - He is very understanding. Personally, I don't want to invest in things that have to do with guns or war. He ensure this. - He knows a lot about trends and long term things. He's been a well-trusted financial planner for years. I trust professionals over myself in most situations, and your money is definitely something that could use a professional's opinion. Ultimately, he presents information in a non judge mental manner for you to make your own decision, but I appreciate his knowledge. - Flat Fee. That's it. He is a fiduciary and he's in the business of helping you make the right decisions. If you're on the fence, try it (if it's financially something that works for your budget and lifestyle). This is the opinion of a non financial planner investment person.

I had never had a financial planner before, and after researching/interviewing a few firms, I am…read moreglad I chose Ryan. He is a "fee only" advisor -- which means he doesn't get a commission for selling you financial products that are advantageous to him. He put together a simple, doable plan for achieving my financial goals. He clearly explained my different options, and the pros and cons of each. The way he spelled things out makes it very easy for me to focus.

INTEGROUS - That is the only way to describe Joe Sirgy CFP and Trilogy Financial in West Covina,…read moreCA, our financial advisor. Not only is Joe an experienced, reputable financial advisor, but his staff is equally skilled. His upright character and masterful communication skills builds trust that has translated to $$$ for our family. My husband works for a very demanding international corporation that is draining his energy and "life" (as he puts it). We stay only for the health insurance. Joe helped us to find a solution and plan for an early retirement that will probably save my husband years of strife. Although my husband is 60 and still working, he is able to work knowing what to expect when he retires early, and now has the confidence to do so with the help of Joe. He also facilitated our relatively new marriage to transition from separate, non-disclosed, finances to transparency and merging our financial goals not only for our financial future but for a healthy marriage. And finally, not only did Joe increase our portfolio by several thousands of dollars but he did it by listening to our needs and wants and dreams, and partnering with us to build a solid financial future for our family. I have recommended Joe to many friends and family and he has exceeded all expectations.

Can't speak of the business, but someone who works here was not honest about his fee, and changed…read morehis agreement with us at the last minute causing anxiety, marital discord, and possible financial problems in the future. If you use anyone, make sure they put their fees in writing, even if they have all the credentials and titles.

My family and I work with one of the founders Gilbert Cerda for the last 3 years…read more Gil has allowed us to better plan financially- from budgeting, taxes, investment strategy, to overall financial health - Gilbert and his team were there. We have then been able to graduate to be able to optimize our investment portfolio. We are saving more and putting our money to work. Gilbert and his team are warm and attentive but the best thing I like about Cerda Advisors, aside from being a Trojan, is the level of trust I have for them and knowing they are doing whats best for me and my family. That's priceless. I highly recommend.

We have been going to Gilbert for a couple of years now. My hubby retired 7.1.22. Gilbert made our…read moretransition easy. Let us know what we need to get together, Stocks assets et cetera. Once together, he put it into a plan that makes so much sense. I'm definitely pleased.

Asad has done my taxes for years now. I completely trust him my with finances. He is a true…read moreprofessional. He will promptly answer your questions. He will make sure that you take advantage of every possible deduction. Asad is extremely knowledgeable. Asad offers very reasonable rates. I highly recommend Premiere Accounting!

Dr. Yavari is very professional, he has high level strategies that will help your business grow…read more Furthermore, he is equipped with a strong legal acumen to advise on the current tax landscape.

David Rae is not only my Certified Financial Planner and Accredited Investment Fiduciary, and has…read morebeen for over 6 years, we are members of the same BNI networking chapter. which he founded. I would also point out that the majority of our members are his clients, which, in its self, is a sterling recommendation. He calls himself the "Fun Financial Planner," and that he is, but he is also a charming, kind and considerate human being who cares very much about each one of his clients and their financial future. If you're looking for someone you can talk to and who will listen and give you the kind of advice that you can understand and count on, then you should look no further than DRM Wealth Management LLC -- David's company.

I worked for a University where I took advantage of the auto-savings 403(b) account. When I left…read morecampus life to start a home-based business I rolled my small savings into an IRA with another financial advisor who wouldn't return calls when I noticed my tiny IRA going into the toilet. In July of this year I turned my IRA over to David Rae, and also set-up a savings plan and I'm happy to report an 8% return in just a few short months. This guy knows what he's doing. As a result of my phone meeting with him today I'm going to open another savings account to grow my Queendom to even greater heights! David Rae tells me that my interests (literally and figuratively!) are his interests and I believe him. My net worth has increased because of his financial acumen, and my trust for his good work continues to grow as well.

I was introduced to First Financial by my parents. They have trusted Greg Welborn with their…read moreportfolio for many years. And I trust him with mine and my daughters as well. First Financial provides excellent customer service, professionalism, and mostly, they are ethical. You will be in good hands with any of the advisors. Thank you First Financial for being a quality company that people can trust for their financial needs.

I have been extremely impressed with my experience with First Financial. From the professionalism…read moreof the consultants, the timeliness & promptness of creating reports and setting up accounts, to the care & attention our consultant gives us at each meeting, phone call, and follow-up email. It reassures my husband and I that our investments and future are in the right hands.

I've known Alvin Parra over twenty-five years, Alvin is a committed individual, is professional…read morewho gives back to the community. Alvin and the Strategic Choices Team explained to me accurately the choices I had in transferring my retirement fund over to them making me feel confident it was the right choice. Also, with my money fluctuating in the stock market I liked that Strategic Choices was able to offer me a no risk, no fee retirement. option. Thank you Alvin.

Mr. Parra is as knowledgeable, as he is caring. He persuaded attends to his customers and helps…read moreto ensure we are all set to leave a Living Trust; thereby avoiding probate. All working middle-class people can protect their properties, and accounts from unnecessary fees and penalties. He is bilingual, and can explain the laws that are in place for medical orders too. He was informative, and comforting to my 83 year old father.