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 had a 15-minute call with Gary, and he was able to answer all of my questions and point me in the…read moreright direction based on my tax needs. I really value his honesty and his willingness to help. His knowledge and experience made me feel confident that I was getting the right guidance. I highly recommend Gary for anyone looking for a knowledgeable and trustworthy CPA.

Gary is extremely knowledgeable and stays up to date in his education which is extremely important…read moreto me. He listened and provided answers to immediate concerns and met all expectations (and then some!). Highly recommend Gary to anyone who is looking for an expert in the finance/tax planning field.

This was the most financially complicated year of my life and I needed to do both my taxes and my…read moredeceased fathers taxes. I've never worked with a tax professional before. Akram made it feel easy, he answered all my questions, had clear communication both via email and phone, and was a pro with all the paperwork handling. Taxes are stressful, it was great having All About Your Taxes handle it.

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.

Fantastic service!…read more We'd been searching for a financial professional for a while now and was very surprised when we could book a one-on-one free consultation with Ms. Teh the very next day. We detailed our plans to her, she gave us her professional opinion and gave us homework to do. She was pleasant, communicative and obviously knew her profession. We'll be using her in future for sure!

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.

Jeff Weber is the best financial advisor we've EVER worked with…read more He's not only exceptionally knowledgeable but also kind and considerate of what your needs are. He cares immensely for you and your finances. My husband and I love what Jeff has done for us so far and we look forward to meeting with him and chatting about our future plans. We have been with him for years and trust him and his decisions. Jeff also assists in any financial issues we have at the present moment and does so with the utmost professionalism. He loves what he does and it shows. You want a financial advisor who loves his job. I highly recommend Jeff to my friends and family and now to you, too! No one else compares to him!!

My wife and I have worked with Jeff for more than 15 years, and he's been a truly wonderful…read moreadvisor. Jeff helped us get organized well before we retired and his guidance through retirement made the process a lot less stressful. Since then, he's managed our investments, reviewed our tax return each year, and even introduced us to an attorney who helped set up our trust. What we appreciate most is that Jeff always takes the time to explain things in plain English. He's honest, easy to talk to, and genuinely cares about his clients( we feel like Family). It's very comforting knowing our finances are looked after by someone who truly cares about his clients. Robert L

Aaron was recommended to us by a friend when we were trying to figure out what we should be doing…read morewith our money to feel comfortable in the future. We have always been savers, but knew we weren't making the most of what we had... and we were worried that we'd never be able to retire, or even if we could survive without two huge incomes in the Bay Area. Aaron listened to all our concerns, looked at our finances, and then went over everything he'd do so we could feel comfortable about our future. He likes to say he's not a therapist, but I literally got more out of his meetings than I would with any therapy. Aaron makes you think about what's really important to you in life, and how best to use money to actually be happy. With his guidance, my husband and I are so much more comfortable with our future. Aaron is so easy to talk to and we mesh well with him. We had actually talked to another advisor before him (another recommendation), but didn't feel very comfortable with him. Every meeting we have with Aaron, we always comment how we're so glad we found him! Highly recommend!

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.

I have been working with James for many years now and only have good things to say. He is very…read morekind and helpful along with keeping my money safe and growing. I highly recommend him!

My husband and I have been working with Jim for a few years now, and couldn't be more pleased with…read moreour professional relationship. Jim breaks things down into manageable, understandable explanations, and always offers various scenarios. He listens carefully and fully considers our input. His market insights and guidance have been very helpful, and we've seen our portfolio steadily grow. We feel confident about our financial future as old people! In addition to being so smart, Jim is a pleasure to talk to. He is matter-of-fact, kind, and funny. I truly appreciate being equally included in all meetings and decision making. I highly recommend Jim and his services!

We're glad we connected with Faruk. His knowledge and insights have been very helpful and…read moreinformative. He's patient and takes the time to understand you and your financial situation before presenting recommendations. We would definitely recommend Faruk to anyone interested in planning for their financial future.

Faruk was a pleasure to work with! As we wanted to plan further for our future, our goal was to…read moreidentify areas where we are doing well and can improve upon. From the start, Faruk was personable and clear in communicating his services along with having a genuine interest in what our expectations were from this exercise. Fast forward a month, we have gained invaluable clarity and actionable next steps for our finances. Today, we still reference learnings and information shared by Faruk to help influence any financial decisions we may or will make. 100% would recommend Faruk to any family looking to understand their finances.

My brother referred me to Daniel Weissman to invest some money and he was amazing. He gave me such…read moregood advice, got my account set up right away. He followed up with me if I had any questions. Scott Salerno who works with Daniel followed up with me also. It is so nice to have a contact if I need anything. The service was superb. I highly recommend Daniel and Scott from Schwab.

Helpful and responsive staff, with ample street parking out front…read more Compared to the Schwab branch in downtown SF, this one is a lot smaller but still gets the job done quickly. I called in the morning requesting an appointment, turns out, depositing doesn't require an appointment. Swung by after work, got the deposit done in less time than I expected. 5 stars for the staff working here.