I sent my mom here to get her taxes done because she had many questions I did not know the answer…read moreto due to life changes. Making an appointment was easy and she had a productive one on one session where her taxes were completed and all her questions were answered. In terms of cost yes it is more than doing it yourself but for peace of mind it's a great deal.

When the subject matter is finance, you definitely want to work with someone you can trust. I was…read morereferred to Kiak for my tax preparation, and I've never felt more comfortable and safe. Kiak, is not only very knowledgeable, but he is exceedingly educated and experienced. Although he is very straight forward, you can clearly see he has only good intentions for his clients. First time working with him and I've already feel confident in referring him to my friends and family. Me and my husband plan on working with Kiak for the future because we've establish a great bond with him. You will find that he is well organized and he is punctual with his work. I am thankful I got the opportunity to work with him.

Working with Kyle Clark has been a standout experience from start to finish…read more After a deeply frustrating experience with another financial advisor program, I was cautious about starting over, but working with Kyle has been a complete 180. From the start, Kyle was thorough and patient. He walked me through transferring all of my existing funds, helped me establish clear savings goals, and gave me concrete, actionable guidance I could actually act on. What impressed me most was his timing: all of this unfolded during a period of significant personal transition for me, and he handled every step with professionalism and calm. The results have spoken for themselves. My portfolio has reached record highs, and for the first time, I genuinely feel in control of my financial future. If you're looking for an advisor who is competent and steady under pressure, I can't recommend Kyle highly enough!

Been with GK since Day 1. Best financial decision I ever made was to believe in Danilo Kawasaki. My…read morekids and grandkids will be grateful for that decision someday!

LA Wealth Management does a great job managing my company's retirement plans. Laurie is friendly,…read morehelpful, and available when we need her.

Laurie Allen is such a pleasure to work with. We have watched our portfolio grow consistently…read moreupward under her management. I would confidently recommend her services to anyone. I trust and value our working relationship. She is respectful, very experienced and type A ( super organized and thorough) which is what you want when someone is managing your money. Best of all she is kind, genuine and excellent at what she does. She has found her calling!

Chang Tax and Accounting is an exceptional CPA firm. Our small food distribution business,…read moreestablished between 2017 and 2019, unknowingly accumulated a $50,000 debt to the IRS and FTB due to negligence by our previous accounting company. In a challenging situation, Tina patiently helped us clarify the complex issues and diligently drafted documents over the course of two years. Her efforts significantly minimized the legal and financial complications arising from our improperly filed prior tax returns. Thanks to her support, we are now making 35% more profit while comfortably clearing our debts with the IRS and FTB. In addition, Tina has greatly increased our business profits from 2024 to the present by implementing effective strategies to minimize losses from poor merchandise management and maximize customer service excellence. Tina's expertise extends far beyond traditional CPA services. She has also helped us with social media presence, financial advisory, long-term wealth creation, online marketing, and e-commerce. Although her specialty is accounting, her dedication to improving her clients' businesses and overall financial well-being is evident in the consistent results she delivers.

Tina was efficient and amazing to work with thru a complex tax prep with a new short term rental. I…read moreso appreciate her work and will be back again!

My husband and I were looking for a financial advisor after years and years of trying to manage it…read moreon our own. We needed someone we could trust, that can help organize our finances, set up some estate planning, and overall improve our financial literacy. We're so happy to have found Impact Fiduciary and to work with Chris whose always made sure we are set up for success. He's extremely knowledgable and patient in walking us through what financial decisions need to be made, and exactly what we sign up for as we look into certain investments. He's great at keeping up with us, even when we tend to lose sight of our goals or meetings. We've been fortunate to see a lot of growth after working with Chris, and it's assuring knowing we're investing with those who have similar values as us. Looking forward to working with them for years to come!

Before working with Chris, I wasn't sure whether a secure financial future was something I could…read morerealistically achieve. I read books, watched online videos, and tried to piece things together on my own, but without real‑life guidance, I always felt uncertain and overwhelmed. Over the past year, Chris has completely changed that experience for me, and I can't overstate how optimistic I now feel about my financial future. Our meetings never feel rushed, and Chris gives me the space to ask questions and talk through my concerns without ever making me feel judged. He takes the time to truly understand our financial situation, and he approaches every conversation with a pleasant, sociable energy that immediately puts me at ease. What I appreciate most is how encouraging and empowering he is. He helps me understand why certain choices matter and how they fit into the bigger picture. He regularly walks us through different possible outcomes based on our evolving goals and plans, which makes the future feel less intimidating and far more within reach. Chris combines expertise with genuine care in a way that's rare to find. If you're looking for someone who listens, supports, and guides you with patience and clarity, he's the person you want in your corner.

I found Wealth Management on yelp. Honestly Chat GPT also highly recommended:) I spoke with Alec…read morefor about 15min, and learned more than I have in all the presentations I've ever sat through for hours. He asked a lot of questions and even though I didn't have exact figures, he gave me several scenarios that would benefit my future goals. I was so motivated after talking to Alec, I started doing my homework the very next day. Im going to take everything I learned in that 15min and put into action this year. Thank you Alec for genuinely wanting to help others

Spoke with Mr. Tuckman today and he tended to me, even on a Sunday! He called me immediately after…read moreI submitted a request through Dave Ramsey's website. I wasn't raised with much financial knowledge. Mr. Tuckman was able to cut through any complications and provided me with some footing that anyone can apply to their situation.

My family has been banking with Banc of California, formerly Pacific Western, since 1999. They…read morehave always been able to help -- whether in person, over the phone, or through email. Jessica has been our go to banking associate over the years she is always thorough and understanding with our banking needs. We recently had to make a visit and she was ready with all necessary documents and copies -- the whole visit took less than 20 minutes. I trust this branch to continue taking care of us.

Been backing with them through all the name changes and locations. Excellent customer service.read more

They are the best of the best!!! They are knowledgeable…read moregreat customer service and they go above and beyond. Sandra helped me increase my credit score almost 200pts!!!!! Thank you to this team!!! Highly recommend

My financial advisor recommended Sandra and Jeff to me so I can fix my credit profile. Credit is so…read moreessential to our everyday life. Within one month, my credit score has gone up 10-15 pts. In the consultation, Sandra will looked at your credit profile to tell you if she can help you or not. Fun fact: they also guide you into helping you build your business credit! Thank you, Sandra & Jeff.

I found this great business on Yelp & start communicating via e-mail. Their response time &…read moreprofessionalism was a record. Jasmine set me up for a free financial & real estate tax question via Zoom with Ken who was very great explaining terms, a good listener, understanding our situation. The meeting was very helpful making a right decision. Will definitely connect back with them again for my financial needs & refer others as well. Thank you, Dawit Tedla, Rancho Palos Verdes

Very personable. I had the pleasure to speak with Ken who was able to provided clarity to all of my…read morequestions via phone. I would definitely recommend scheduling a consultation for any questions you might have with a second appointment to meet with an associate in person.

I have been a client of David's for years now, and he is the absolute best! He has guided me…read morethrough good markets and multiple market downturns and has been a rock for me the entire time I've been with him. He's also guided me through the loss of a parent with exceptional care and kindness. He has taken away so much stress from my life and made finances easy! He's always super fun to talk to and is just the best at what he does. I highly recommend him to anyone looking for a top-notch CFP.

Generally speaking, discussing the topic of personal finances and money is seen as a crass or dirty…read morething. It's just not done. You're more likely to know someone's sexual orientation these days, than how much they have in their bank account. Money is the last taboo. Our culture and media fills us with ugly, confusing un-truths about money, and there's that age-old cliche, "Money is the root of all evil." And yet, we all want Bling. Ironic. With such negative connotations surrounding us, it's no wonder many Americans struggle to understand their finances, and have difficulty creating (and maintaining) wealth. IMHO, it is easy to place the blame on banks and the wealthy for "robbing" the 99%, but true money management means taking fiscal responsibility, discipline, and a good hard look at yourself, with regards to life goals and planning. It is also about not being afraid. With money being a topic that's so sensitive, I'm pleased to advocate the financial planning services provided to me by David Rae, CFP (Certified Financial Planner). Having grown up myself filled with negative, misleading money messages from my thrifty immigrant parents, I knew, after grad school, I needed help dealing with my finances for the long term. Their attitude was always, "We don't have enough!" While that's a truth in their eyes, it wasn't an attitude I wished to adopt. So I made it a point to understand my finances: understanding how I related to money is one thing (how do you save, spend, borrow, and invest?), but managing my own portfolio is quite another. My stint working in dotcoms, with the company 'going public' on IPO, gave me my first taste of stocks...and the headaches in taxes that came with it. Now a business owner living a full life, I simply do not have the time, the foresight, the training, nor the inclination to be my own financial planner. Best to leave it to the professionals. In this case, David Rae has helped neatly steer my finances, weathering crappy economic recession and hard times, and taking full advantage of current market trends and its opportunities. All while understanding my level of risk-taking, and my future plans. David makes it simple and manageable for me to invest in my future (yes, he will continually ask you for money...TO SAVE) -- and thank God for that, because I know I can't do it by myself! Most Americans are living to 90 years of age. Have you got your finances squared away to anticipate your needs until then? If not, you ought to give David a call. His goal is to shield you from mistakes made from irrational exuberance and emotion. That said, once I signed on, I found myself sleeping easier at night. Recently, David showed me he got me 23% return on investment, in 2 1/2 years! I told my tax preparer http://bit.ly/sQVEdu this news, and she gasped in surprise, saying, "Most people are lucky to get 18% on return! You got 23%?? That's amazing!" David Rae is a keeper! Thank you, David Rae!