I had recently come into a good amount of money. I wanted to invest it and since I had/ have little…read moreknowledge about such a thing, I decided to research and find someone who could help me. I talked to 3 different financial advisors and investors before I discovered Daniel. My first impression was how warm he was with a natural calming way about him. The other guys I met with did not have that. Some had a nervous energy. Some seemed rushed or hurried and made me think that they were distracted and pre occupied. As we were talking, Daniel and I dove into the present state of my life. What I would like to have "now" with this newly acquired money. How about near future plans and distant future, ie. retirement. He had no hidden agenda and genuinely wanted and KNEW how I could achieved these goals. We drew out a plan and I'm happy to say that I am well on my way, down the path I always wanted to walk. Needless to say, Daniel is the guy that I will be using for my financial well being. I have also recommended him to my friends and family.

I spoke to Daniel regarding tax questions I had and even though at this point I didn't need his…read moreassistance as far as financial planning, Daniel was more than accommodating and gave me very pertinent answers to my questions. I want to mention again that I was not even talking about his field of expertise. Daniel even called me back about a question I posed about state taxes. Apparently he looked it up and updated me. His overall demeanor was so pleasing and his attitude was just superb. I know when the time comes to employ a financial advisor I will be contacting Daniel! Thanks Daniel!

Nycole was recommended to me by a friend and from the first call I have felt very comfortable with…read moreher. Previously I had my investments with Wells Fargo for years, but the woman handling my account spoke very fast and I never understood what she was saying. I felt Nycole knew what I was looking for and offered good advice that was easy to understand. I appreciate her being younger than I am and having good knowledge to provide advice. I would recommend her for anyone that feels uncomfortable and would like help with investing.

Where do we start....we have known Clearview and used their professional services for decades. All…read moreof the employees are outstanding, caring and provide A-1 customer service. Eric is our advisor and he treats us like we are part of the family. Eric truly listens to your needs and will guide you in the right direction. Eric has a great deal of Honesty, Integrity and knowledge. They say it takes a village to get things done successfully, we can honestly say Eric and Clearview is a huge part of our village!

This group has been our financial advisors for 10+ years. Eric is knowledgeable, courteous, and…read morevery helpful. We have great confidence in his advice. He responds quickly. We have referred friends to this group and they are also happy with the advice they receive. We have regular reviews that are conducted on ZOOM , which is very convenient for us.

What a relief !!!…read more Finally found a place to do my bookkeeping, tax returns and provide CFO support. I owe 2 restaurants, a commercial building and have other investments. My old CPA was just not getting it done. Never knowing what I owe until a few days before the deadline and having to scrabble to come up with $80k in 48 hours isn't fun.... but with CAPATA, I feel like I always know where I stand quarterly. Monthly P&Ls, quarterly meetings, tax projections.. it's just feels so good...n when business starts to slip, they alert me instantly and help me get back on track. Ya, they are a bit more $ then other places, but the quality of work shows. I sleep so much better.. and save way more money then the fees I paid. It's been a year now... my partner there is Sal...he and his staff are 5 stars !

DON'T DO IT. I interviewed many CPA's before choosing Capata. I brought two well-established…read moreS-corps and our personal accounting & taxes to Gary the owner and his team. I met with Gary and Sal and we came up with the fees and started the work. Did I get canceled on or have to wait in the conference room for 15 minutes at times, sure, but that's not why I'm writing this. Once the books were "scrubbed" from the other accountant, the taxes were done. After I received notice that everything was done, I received an email from Gary asking for more money, which took me by surprise since we already worked out pricing. Once I told him I wasn't agreeable to pay more (he should've just told me ahead of time things took longer than expected, although there were never any delays). From that point on it was nothing but unprofessional, rude, and disrespectful attitudes from Gary, Sal & Ana. I tried getting my QuickBooks backup file to avoid paying $800 to have the new firm bring them to date...but Capata is telling me they don't have them. I don't have my own QB software, so were the books even worked on? A chargeback for the amount they charged me for bookkeeping will be next. I speak with a lot of business owners about their frustrations with CPA firms. Do yourself a favor and move on from this nightmare company. **UPDATE** As soon as the reviews went live, we received calls from Managing Partners, Supervisors, and people I never even met at CAPATA. Within 24 hours we had access to our QuickBooks backup files, which is all we wanted in the first place. SINCE THEN, WE HAVE BEEN SLAMMED WITH NEGATIVE REVIEWS FROM CAPATA, BEEN HARRASSED DAILY TO REMOVE OUR NEGATIVE REVIEWS, ETC., If they would've spent a fraction of this time getting my QuickBooks files, we wouldn't be having these issues. Sad.

Tax services! Reliable, very knowledgeable of tax law, honest, caring, helpful, detailed and kind…read more Wouldn't use any other CPA!

My wife and I are recent transplants to OC. The Brand firm was recommended to us by new friends…read morehere. Patrick has been doing our taxes expertly for three years now, along with some tax-related advice for each coming year. Uploading of documents to a secure folder, and meeting via Zoom make the process smooth.

Blair's Pacific Wealth Management is the kind of trusted wealth adviser we all wish we could have…read more He's got the listening skills of a yeoman and carefully develops the best plans for his clients. If you're looking to begin a chain of inter generational wealth growth, look no further, Blair is a gentleman and a strategist like no other! He becomes an extension of families and what lucky families these are with him to guide their way! Highly recommend, he's a gift to the OC.

It's clear that Blair prioritizes integrity and ensuring that clients feel confident in their…read morefinancial decisions. He genuinely cares about helping people make the most of their financial opportunities, and I wouldn't hesitate to recommend him to anyone seeking financial guidance.

I am very pleased to say I am so thankful to have spoken to Joshua Crowe in regards to having my…read morePension rolled over to Sunpath Financial. I have to say I was very skeptical because I had never heard of the company, I was thinking of rolling over my pension to Edward Jones until I spoke to Joshua over the phone and he was very informative with what they have to offer. He answered so many of my questions on retirement , made me feel so comfortable reinsuring me through the whole process that everything will be fine and how he was going to work with me, with all the information that I need and how it will work for me in the future which is the scariest if you don't have a very large amount of money. I was so impressed with Josh's attitude and his desire of his work really made me make a fast decision on going with SunPath. Greatest guy ever.

My husband and I are young, but we're forward-thinking. After several hours of research on the…read morelong-term health of social security, we concluded it better to bank on long-term, self-saving, investment strategies, instead of a deprecating system that's set to exhaust within the next 30-50 years. We're fairly active on facebook, so we reached there for a recommendation and found out one of our old friends, Josh Crowe, was a credible candidate. We met with Josh, who agreed with the research, and helped us put together a diverse investment portfolio. Feeling relieved we don't have to bank on the US Government over the health of our retirement. Looking forward to continuing the relationship with Josh.

Forrest is especially knowledgeable and connected me with a number of highly lucrative investments…read more When I had some forced property sales in Arizona (don't ask why they allow this!), he hooked me up with 1031 exchanges that helped me avoid any capital gains.

Irvine Advisors are not only true professionals, they are willing to be there for you every step of…read morethe way in your 1031 and DST transaction needs. Their communication and follow-up are consistent, proactive and very reassuring in an often stressful and time-sensitive process. I plan to use them in my future financial needs and highly recommend their services.