I got a call from Alec by looking through Dave Ramsey's website and putting my info…read more He called me about only a few minutes after signing up and made an appointment to talk. He asked me some questions regarding my current situations and asked me about my goals and what I would like to take away from speaking to him. Let me tell you, I took a lot of new information and an actual idea of what is the next step I need to take to reach my goals. He was very clear and informative about explaining certain things that I'm not familiar with and made sure I understood the steps I would need to take to be successful in reaching my goals. I know the call was only suppose to be like 5 minutes but I know for sure he had put more time talking to me than that just to make sure I understood everything. He's very helpful, very professional and very knowledgeable. Talking to him was definitely a great push for me to head to the right path.

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

Great service! Came…read morein here regarding transferring my 401k balance from previous employer to my 401k balance with fidelity. They told me that branch does investments like stocks and not retirement but the employee Lazaro helped me out regardless. I had questions on the procedure on how to transfer, I did not transfer the funds today. He provided me phone number of fidelity retirement support where I called several times. This location has plenty of parking and interior looks pretty clean. It feels pretty empty inside, like not a lot of furniture, no art work on wall, no plants, etc.

I was with Fidelity for a decade or more. At first, it was good. I was conservative to start but…read morebecame more of a risk taken as time went on. My adviser had me sell some Apple stock a decade ago, which at the time seemed right. The stock dipped (all stocks dip), then came roaring back like a lion!! Fortunately, I bought Nvidia in 2015, and despite urging by all of my reps, I held it, and still do. I ignored them and left Fidelity. The bottom line is to think for yourself and not let an "educated expert" run your finances. Fidelity fired 2 of my reps and hired younger people (cut in pay?). Beware of this company's hirings!!

We've been with EP Wealth from the very beginning since we started out with Enright Financial…read moreConsultants which subsequently merged with Premier Financial Management, LLC in 2004. As long time clients we are very happy with working with EP Wealth. They are professional, courtesy and most of all knowledgeable. They have always protected our investments even through the 2008 financial crisis. We trust them to always look out for our financial best interest and have never been disappointed.

Avoid like the plague. These guys do NOT do what they say. They sold stuff of mine that was…read morereliable and stuck it in some high risk funds and some 2 star funds. What?!? Hard to get ahold of. They definitely did not make me feel valued. I was talked to like I was an idiot with no investment experience. And their tax department. Doesn't really exist. They have some "preparers" but then pay someone at a big firm to review because they don't have the experience. They actually said you'd be better hiring your own firm and not using us. More later. Too angry to type more

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!

As a parent of twins, and having never been through the college process, Kim Ketterman and her…read moreentire team were a tremendous resource to our family. The team of staff was incredibly easy to work with, knowledgeable, and stayed right on top of everything and helped every step of the way. Both my twins applied to many colleges and got numerous good offers and options that were a good fit for each of them. I highly recommend Ketterman College!

I got lots of valuable information about how to get the maximum amount of financial aid for my…read morestudent.

I've worked with Ryan Gomez the past 5+ years from when I was entering the workforce to now being…read morewell underway in my career. He is responsive, knowledgeable, and able to map personal goals to financial milestones. Highly recommend and I look forward to continuing working with Ryan.

Brett Sifling of Gerber Kawasaki recommended transferring my investments languishing in other…read morecompanies to more profitable companies. His expertise increased my wealth by at least 60%. I do not need to worry about having sufficient money to fund my lifestyle or to gift my children and grandchildren. I am grateful. Ola B.

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!

Spacious waiting area with TV on the business channel and the Wall Street Journal to pass the wait…read more My wait was a few minutes, as there was only one customer at the reception desk. The service was excellent and efficient. I will continue to visit this location as it is close and friendly.

I have an account with Schwab and do all my business on line. I have a requirement to visit an…read moreoffice in person, and I need an appointment. I got into a robotic phone tree and my experience was one of the worst I have ever had. I got handed off, had to reenter information I had already entered, twice. Finally got through to a live human, nowhere the office I need to visit. The representative told me he could not connect me to the office I need to visit, but would contact them and have them call me to make an appointment. This was Wednesday, as of Friday evening, no call. Extremely disappointed

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.

If you're looking for a CPA that's knows business and accounting laws then look no further. I came…read moreto Tina Chang with a goal for starting my own business, creating a LLC and starting a S Corp, and of course what everyone needs/wants at year end...maximum return from Uncle Sam. Tina's attention to details and meticulous approach on handling my financial records especially with her ability to explain complex financial matters that's easy to understand made me safe. Thus if you value your time and want to focus on your business, Tina is a one stop shop from monthly book keeping, payroll management, and doing taxes.

Ilia has been my car insurance agent since 2011. His quality of service is unsurpassed! He always…read morefinds me the best deal, is incredibly responsive, and is an all-around nice person as well! I cannot recommend his services highly enough. If you're looking for somebody who will take great care of you and get you the best possible coverage at the best price you need to contact Ilia.

Excellent customer service, communication, answers all questions & smooth transactions my family…read moremembers are happy customers as well, ver highly recommended!!!!