My wife and I have had the pleasure of working with Bryan Miranda at Gerber Kawasaki for several years and we couldn't be happier with the results. I would strongly recommend him to anyone looking for a great financial adviser.
Been with Matthew Iantosca since he started and every transaction has been handled professionally and confidentially. I appreciate the time and care he s taken with me over the years as I am a single woman in my 50 s and my financial decisions are extremely important.
My experience with Gerber Kawasaki has been a great one. I have worked with Zach Bainter on business planning for a startup I began a couple of years ago. He is always available to answer questions; guide me and make suggestions I never would have otherwise considered. It is nice the level of personal attention they give to their clients big or small. I highly recommend them.
Ben Dunbar is my go-to guy for all things financial, couldn t recommend him more.
They are everything!!! They have taken our family assets, that were not going to get us thru retirement, and have turned our whole financial future around. They are now not just our Financial Advisors. They are family.
GK is simple. A fantastic wealth management service, personally tailored to your wants and wishes. 10/10 must buy .... into this community geared towards happy and wealthy living styles. Ben Dunbar has helped me personally as well as countless friends and family. Take the time to grab lunch or sit down with him, you will not regret it.
I had the best experience working with Gerber Kawasaki, especially with Mike Baker. I can definitely say that Gerber Kawasaki has given me a financial peace of mind! High recommend!
Wonderful company that is extremely dedicated to their clients.
My wife and I had never had any experience with financial planning, and we were pleasantly surprised of how knowledgeable our Adviser Brett Sifling was. He made us feel at ease and really helped us understand exactly what each account is for and what to expect. If you're new to investing or just want a company that gives you a personal feel, check out Gerber Kawasaki and ask for Brett Sifling, he's the best!
Madison and Gerber Kawasaki have provided nothing but the most professional investment advice. Don't believe the fake reviews, this place is as legit as it gets for handling your money. They are super transparent with their fees and what you are buying with that money. For me it was a no brainer, I have gotten such great value from working with GK.
Great group of advisors who are independent and fiduciaries. They'll walk you through your finances step by step and provide you all of your options.
Robert Castillo at GK has been a perfect financial advisor for me over the years I've worked with him. He is client-focused and has been a great support in helping me navigate my investments, retirement savings and financial planning. As someone with no experience or understanding of financial planning, I so appreciate how Robert has made everything as easy and uncomplicated for me as possible!
This is my first year with GK and they are very good and punctual with their work. Elijah has been great with communication and provided me with great financial advice. I highly recommend his work
Zachary Bainter has been my financial advisor for the past several years! He is extremely knowledgable, caring and great to work with. I had no prior knowledge of investing and setting up a retirement plan, but Zach knew exactly how to guide me in the right direction. I highly recommend Zachary Bainter at Gerber Kawasaki, as he always has his client's best interest in mind.
The Client Service team is extremely helpful hear. They helped walked me through my account so I understood everything that was happening with it. Very transparent which is refreshing when it comes to finance and extremely happy with Elijah. 5 stars all the way!
I have been with Gerber Kawasaki for a couple of months now and have nothing but great things to say about them. Before coming to GK I have been doing all of my investments myself, but it is by far more than a full time job. With the help of my advisor Michael Baker, I do not have to worry about my finances and I know that my money/future is safe with them. He has also been my good friend for about 15 years now and knows how I am about my finances, so it shows how much trust I have in Gerber Kawasaki and Michael! I look forward to a long relationship with this company!
Brett Sifling at Gerber Kawasaki has been a tremendous help in my financial life. Brett sat down with me and created a detailed financial plan that helped me get ahold of my budget and start putting money away. He is patient and always answers my questions in a timely matter. Highly recommend meeting with him.
GK makes saving and investing easy. Kaytlin Hall is very smart and knowledgeable about how to plan according to my individual needs!
Always attentive & great TAT for last minute questions.
I have worked with Bryan Miranda at Gerber Kawasaki for the last three-ish years. In that time, Bryan has helped me to dig myself out of student loan debt, build a comprehensive financial plan and actually stick to it. Bryan and the experts at GK strike the perfect balance of making smart recommendations while keeping their clients informed and involved with all decisions made on their behalf. I finally feel that my financial future is secure and in great hands. Highly recommend!
I've had a great experience working with Bryan Miranda. I've sought his help for many years as he's very knowledgable, gets good results, and answers all my questions promptly. I would highly recommend him to anyone looking for a skilled investment adviser!
I have worked with GK for more than 10 years. One thing that I really appreciate is that I ve had the same financial advisor throughout, which shows their commitment to their clients. Bryan Miranda is always available to answer my questions and responds same day. Recently, I realized I had lost track of an old 401k. He quickly helped me to call the retirement company and advised me on best next steps. He will often make a recommendation but after thoroughly exploring and explaining all options. I truly feel he has my best interest in mind. I would highly recommend Gerber Kawasaki and specifically, Bryan Miranda if you re looking for a professional financial advisor.
Ben Dunbar helped me feel secure in my finances and confident that my money was well invested. His genuine customer care exceeded my expectations and I would highly reccomend him to anyone.
Working with Ben Dunbar at GK is a must. He is smart, trustworthy, level-headed and patient. He has helped me properly manage my money and invest in my future. I trust him implicitly and will continue to seek and refer his service.
I've worked with 2 advisors at big banks before finding Brett Sifling at Gerber Kawasaki. I wish I would have found him sooner. Coming from a background in technology, its nice that Brett is great at simplifying financial concepts in ways I can understand. If you are looking for an advisor, go with this guy!
My husband and I have been working with Elijah Souza for almost a year now and we have to say we are very happy with the outcome. We were preparing to get married and needed some advice when it came to the financial details around the occasion. Elijah was a big help planning for our wedding financially!
Great company that is very interested in doing what is best for each individual client. I feel very confident in my investments after meeting with my advisor, Brett Sifling. He took the time to explain things to me in a way I could understand. I highly recommend Gerber Kawasaki and Brett for your financial needs
I have been working with Ben Dunbar at GK for over a year now. As a first time investor, Ben has taken the time to walk me through the process- every step of the way. GK's customer service has been great and Ben is always there for a call, an email, a visit, etc. Would highly recommend GK.
I met with Brett a few months ago and we went over a comprehensive financial plan. From going over my net worth, to doing a budget, to crunching how much I need for retirement.. he made it all easy to understand and had great recommendations on how to improve my specific situation. I ended opening up a liquid and retirement account with Brett and I am proud to be a Gerber Kawasaki client. Keep up the good work!
I just started working with a financial advisor at this firm. His name is Ziad Hijazi and I fully recommend working with him. I am a college student who has been working/saving money since I was 18, but I had no idea about wealth management. I'm 21 now and decided that it was time to take saving and investing more seriously. I previously had 0 knowledge about any investing/wealth building, but Ziad has helped me learn so much and has made the transition to wealth building seamless. He is always a phone call or an email away and is ready to answer any of my questions. I was scared at first to invest a good amount of my life savings, but Ziad has gained my full trust and he does a great job of helping my money grow. Definitely recommend working with him!
I ve been getting some good financial advice from Ben Dunbar for the past 3 years and couldn t recommend him highly enough. Always quick to respond with sound advice
Mike Baker has been a huge help getting me started investing! I was a new investor and I was unsure about investing my money, but Mike made it easy to understand and get started. Been very happy working with Mike!
I was introduced to Gerber Kawasaki Wealth and Investment Management by my Financial Advisor Robert Castillo. I have been a client of Robert for over three years and I am incredibly satisfied with Robert's services. He has helped me open retirement savings and make investments. Robert has been very supportive and helpful with my financial planning, helping make my future plans come to fruition. Before Robert, I had very little education on this matter, but Robert was very knowledgable and helped me realize that it was possible to save now and ensure that I had money invested into my future. I can not say enough great things about Robert. I highly recommend you contact Robert and get started now!
As a college student, I wanted to begin investing early to better prepare for my future. My financial advisor, Brett Sifling, showed me the importance and long-term potential of saving at a young age. I would definitely recommend Brett to other potential clients as he tailors services to each of his clients' needs.
I was referred to Ben Dunbar by a friend I went to college with. I had no experience with investing, or even saving money responsibly, but Ben made the transition seamless. His devotion to client satisfaction is unwavering, and he is always available to answer any question I have -- even when I call him from a bar on the other side of the world. In truth, I was terrified at first to sign over a portion of my income to an investment firm, but Ben has made the experience not only comfortable, but fun. Now I enjoy signing into my account regularly just to watch my money grow!
I have been working with Gerber Kawasaki wealth management since 2013. Zach Bainter is my advisor and he has constantly exceeded my expectations. Zach is a great communicator, a fast responder and always willing to explain anything I have questions on or about. I ve been very happy with my ROI and subsequently referred many family members and friends to him. Zach always goes above and beyond and I m grateful for his services.
Finances have always been complicated but she breaks things down easily and works very hard to stay in touch and be available. If you were looking for an advisor I would definitely recommend reaching out to Francine and scheduling an initial consultation. You will be in great hands!
I have been with Gerber Kawasaki for many years and have been truly satisfied as a client in both up and down markets. Ayal Shmilovich is a great investment adviser and I would strongly recommend him and the firm to anyone. He is very proactive and has consistently outperformed. Thank you!
I've worked with Gerber Kawasaki for over 10 years. I can not say enough good things about these guys. Starting out as a young professional I was clueless about what to do with my money. Since working with them I have been able to plan for major events in my life, most recently buying my first home. I have recommended them to all of my friends and they all have nothing but the same great experience as i have.
Such a great and professional business, Brett has been a great advisor following up with me and seeing which options work best with my financial standings.
I ve been a client of Bryan Miranda s at Gerber Kawasaki for almost 3 years now and have had nothing but the best financial service. Bryan is super knowledgeable, helpful and always very responsive. We are now in the process of buying our first home and it wouldn t have been possible without having Bryan as our financial adviser!
Let's be real. When the market went to hell after the subprime nuclear bomb in 07/08 and the following recession, I think many people naturally became a bit cynical about the financial services industry. I for one certainly did, and in the past when I've received inquiries from firms looking to manage my money, I felt they were just looking to maximize their fees without actually taking care of my future. Then Brett Sifling (Investment Advisor at Gerber Kawasaki and one of Business Insider's "Top 20 Under 20" in Finance) came knocking at my door. Brett and the firm were very personable and honest in doing my consultation to let me know where I stand now and how they could help me maximize my earning potential into the future. Brett really impressed me because of how much he has accomplished and his wealth of knowledge about the markets at such a young age; so much so that I decided to open up an investment account with him, and I have no doubt he will guide me through this dark tunnel of uncertain times to reach above average returns. Thank you Brett and Gerber Kawasaki for putting my financial well-being first!
Gerber Kawasaki takes great care of their clients. Ben Dunbar provides his clients with tremendous service and attention to detail. I recommend this firm, and Ben Dunbar in particular, to anyone.
I needed help with RSU and vesting stock options for my company. Really had no clue when it came to this stuff... Ayal helped me when my company was acquired to make sure that everything I needed to get done did get done! Gerber Kawasaki made it easy for me! Great place and great people
My experience at Gerber Kawasaki was exceptional. My financial adviser Brett Sifling, was extremely helpful in walking me through the process of the first stages of investing. He not only helped me with my investments but helped me see how I spend my money and how to plan for the future. Brett always responds to my emails quickly, he is also very knowledgeable and explains concepts to me in a language I an understand. I would highly recommend him to anyone looking to invest or create a future financial plan for themselves.
i've been working with Francine Lai for 4 years now and she really changed my outlook on my financial future. She really gave me hope by helping me come up with a game plan to secure my future retirement. She really clearly explained to me what needed to be done to reach my financial goals. I always felt like behind the game when it came to saving especially for retirement as none of my companies offered 401k's. Now not only do I have money tucked away, it's constantly growing which is the best part! She's always available to discuss any future plans that may affect my financial contribution to my retirement and savings. It's a really good feeling to have someone on your side who's an expert!
I had a great experience over the phone with G&K! I felt like I didn t have any knowledge on investments or what my money could do for me before I spoke with Brett Sifiling. He is the best! Not only did he give me the tools I need to be even more successful but he also broke down every aspect of investing so that I could understand it at an elementary level. With Brett s help I now feel more confident to do more with my money and also to expand my horizons for my future.
As a young adult I came to realize that it is extremely important to invest in stocks/bonds and my retirement to better my future. I made an appointment with Brett at Gerber Kawasaki to broaden my knowledge in savings and how everything works. Brett was patient and answered all my questions with his advanced knowledge and taught me so much about savings. I had no problem starting an account through Brett and I would recommend anybody I know to start an account with Gerber Kawasaki.
I have been a Client of Elijah Souza's for about a year now and I have to say I'm very happy with the way everything turned out. I was a first time investor and he made sure I understood exactly what was happening with my money and how he was helping prepare me for my future. Highly recommend!
If your looking for some financial advice or how to get started investing, give my Advisor Brett Sifling a call. This is a great company with a track record!
I'm so happy that I started working with Ben Dunbar. He helped me with my investments, 401k, IRA, life insurance, and just general financial planning and budgeting . He also linked in my husbands account after we got married which was a seamless process. Ben is very enthusiastic about his work and we feel so well taken care of.
I've had the great fortune of working with Ben Dunbar at GK the past few years. The entire experience has been overwhelmingly positive. Ben is a consummate professional with a gift for making our conversations on investments uniquely personal, refreshingly honest, and human. He's exceeded any and all of my expectations for how a financial adviser can make a difference. I respect and trust his guidance. Looking forward to many more years of working with Ben.
Working with Ben Dunbar at Gerber Kawasaki has been one of the best financial choices I have ever made. He goes above and beyond to answer all my questions and has taught me so much about investing. Ben has set up different accounts for my different financial goals and I am confident I will be able to reach these goals with his help. I couldn't recommend working with him anymore.
It s really hard to have someone else manage your money, so when my husband and I interviewed different financial advisors it was a difficult choice. We met with Francine Lai several times before we committed and ten years later, we are so happy and thankful that we chose her. Francine is very meticulous with everything she does and truly cares about taking care of us through life s transitions as we look ahead toward retirement (hopefully soon with her help). There are many advisors out there, and I suggest you do your homework and work with someone that will look out for you. Francine has been that person for us and I have recommended her to family and friends and have only heard excellent reviews!
Francine Lai and I have been working together for years and this company takes great care of me! I would very highly recommend them!
Great client service. Worked with Michael Baker to set up my investment accounts. He was very knowledgeable about current market trends and what to expect from a timeline standpoint. Felt very comfortable with multiple partners of the firm introducing themselves to me and answering any questions I had upon my initial investment. Great team environment. Highly Recommend.
I had a great experience at Gerber and Kawasaki. I would definitely recommend them. My financial advisor, Brett Sifling, took the time to sit with me and create a financial plan. I was surprised to see how affordable saving can be. The best part was I didn't need a lot of money to start an account. I feel confident now that I am on track with my money. Looking forward to the future! Thanks Brett!!!
I came to Gerber Kawasaki with little knowledge of how to start investing but Madison sat down with me and explained everything so I could understand what my money was doing. I can definitely say GK has helped me with my finances!
I have been with Gerber Kawasaki for nearly 10 years and have been nothing but impressed year after year. Bryan Miranda, our Financial Advisor is a true expert and takes the time to listen to my family s financial goals. He provides us with a multitude of options and is there every step of the way. Bryan is always available when I call and he perfectly blends customer service and professionalism. If you are looking to take your financial portfolio to the next level, Bryan Miranda the GK family will without a doubt go above and beyond to exceed all expectations.
Francine Lai is very knowledgeable and very patient. She considers all of my financial aspects and gives me the best recommendation. She s not pushy and allows me to sit on my decision. She is supported by a superb team and I m totally satisfied. Thank you Francine!
I ve just invested into GK with a very helpful person names Brett Siftling. He explained all that s good with stocks and long time stock investment opportunities. He than personally started a retirement fund that will soon be pulling out $250 a month from my current account and investing it so I can retire easy after I m done working. This came in extremely handy do to the fact the my career does not offer 401K. Honestly, I think investment is a much smarter choice than 401K. He will jumble numbers all around until it s easy for you to make your payments. Thank you Brett
Gerber Kawasaki took 350k-1m PPP loan that was designed for small businesses. So wealth management company that struggles to pay salaries to its employees? How can anyone trust them manage their assets after their publicly borrow money from the government? Also, stock market has been on up trend recent two months. If Gerber Kawasaki couldn't make profits to cover their own salaries during that time, than they shouldn't do any business in wealth management to begin with.
We ve had nothing but amazing success with our investments here at G+K. Ayal is a fantastic advisor who has grown our investments tremendously. We have recommended this company to our friends and will continue to do so. They re the best, we fee grateful to be part of a brand that puts its customers first like they do.
Had a very great experience with Gerber Kawasaki. My advisor Brett Sifling was very informative and helpful. Highly recommend GK
I have been working with the GK team for the last 5 years and have been more than pleased with the personal service and attention I have received from my account manager, Zach Bainter. He is always available to help answer questions and offer guidance for all my investment strategies. When we had our first child he helped set up her college fund and has been instrumental in helping family and friends contribute to the fund.
I have been with GK since 2012 and I've never been happier. My Financial Advisor Kaytlin is a smart, educated, talented, well informed, and kind woman who does an excellent job. Everyone in the office is lovely but if you ask me Kaytlin is the best!
I have been a client of Zachary Bainter's for over 6 years. He has always been very professional, informative, available and committed to his clients. Zachary has helped my portfolio to grow and help me towards my retirement. I have referred several people to Zachary and I will continue to refer people to him.
Matt Iantosca and Gerber Kawasaki have been great to work with. Not only is Matt professional but you also get a sense that he actually cares about you as a person. He puts in the effort to create a customized action plan and portfolio that is easy to follow and helps you stay on track along the way. Your financial investments are in good hands with Matt and the Gerber Kawasaki team.
Francine is great! She is knowledgeable, patient and wonderful at breaking down complicated financial terms so that I understand what is going on. I was hesitant at first to speak with someone and divulge such personal information, but she made me feel so comfortable and empowered to do what I needed to do to set myself up in the future. I would definitely recommend working with her!
I have always been interested in investing but never knew where to start. My friend recommended meeting with Brett Sifling at Gerber Kawasaki. Brett helped me establish the right accounts including a ROTH IRA where I can now earn tax free money at retirement. The entire process has been much easier than I thought possible. Brett and the Gerber Kawasaki s client services team is as good as it gets.
My wealth manager, Ben Dunbar has been fantastic for the past 3+ years. Highly recommend for anyone looking to get into investing or any individual retirement accounts.
Simply put, don't invest your time or har earned money.
Scheduled a meeting with Brett Sifling over a month ago and couldn t be happier. I went into the meeting with no knowledge of savings or stocks and bonds. His extended knowledge and great communication skills led to me starting an account with Gerber Kawasaki that same day. Highly recommend contacting Brett and setting up a meeting.
I ve been a client of GK for 8 years now. My financial advisor, Francine Lai, has been fantastic. When I began with her, I was fresh out of graduate school and in need of sound financial advice. Now she works with my husband and I to plan for our future and our children s future. She will sit down with you and have a one on one consultation to figure out the best solution for you and your family's needs and the best approach.
We are so grateful to have Francine as our financial advisor and highly recommend her services.
I have nothing but great things about Gerber Kawasaki. My advisor Brett Sifling truly changed my life for the better. I've been following Brett on twitter for years and years (@BsiflingTrades).. The kid is smart as heck. He sat down with me and took a comprehensive overview of my entire financial situation before making my perfect recommendation. He has been a great resource for my financial life and there is no reason you shouldn't work with him. Keep up the good work Brett!!
Ben Dunbar and the entire team at Gerber Kawasaki have made my personal investments the least painful and most beneficial part of my financial life. Ben is endlessly available to answer all of my questions, big and small. The quick replies and clarity instantly put my mind at ease. When it comes to these kinds of questions, you want your answer right away, and Ben and GK family provide that!
Ben has encouraged me throughout this journey as I learn about the world of personal investment for the first time, and he s always helped to guide the decisions we make together that make the most sense for where I am in my life, always with an eye towards the future and my goals.
If you re investing for the first time, or thinking about making a change, Ben Dunbar and GK are a great place to find a home -- filled with trust and care!
After college I found myself under a mountain of debt and my finances were out of control. I realized I was only getting deeper in to debt. Michael Baker sat down with me and set me up with an extensive financial plan. Although I am not completely debt free, yet*, I am much better off than I was this time last year. Michael provided me with great service and insight and I would definitely recommend him, as well as Gerber Kawasaki to anyone trying to get on a good path.
Ben Dunbar has played a major role in helping my family plan for the future. He has been available when ever I need to talk and has always been transparent with what ever needs to be taken care of. I have recommended Ben to multiple friends and family and they are all very pleased with his professional services!
Had a great experience at Gerber Kawasaki. Met with Michael Baker and I couldn t be happier starting my personal finance investments with him and this company! Michael was very easy to talk to as he helped me learn about my personal finances and help plan my future financial goals. He s always been available to promptly answer any questions or concerns I have had! Investing can be a big decision but I m happy to have made the decision to invest with a company who invests just as much to their clients as they do to their financial portfolio.
I've been self employed for 32 years. I met with Zach Bainter to ask what would I have to save/invest to be able to keep my standard of living in Santa Barbara, and retire in 10 years. Zach put together a plan for me. And I'm on track, actually ahead of the track, for my goal. Zach is knowledgeable. I appreciate his being able to explain my investments in simple terms. Always accessible, and quick to answer any questions or concerns I have. I appreciate that he checks in with me when he hasn't heard from me in a while. I've recommended Zach to my friends. I am completely confident, and rest assured, knowing Zach is my investment/savings representative.
My wife and I have been very happily working with Gerber Kawasaki for the last 4 years. Our advisor is always available when we need him and the performance of our portfolio has far exceeded our expectations. I can honestly say that I have nothing but positive things to report about this company and would wholeheartedly recommend them to anyone looking for financial planning advice.
Ben Dunbar is a great financial advisor. He works with my needs to give me personalized advice on how to save money and get to retirement.
My experience at Gerber Kawasaki has been phenomenal. My financial advisor, Mike Baker, walked me through the process of getting started investing and saving to purchase my first home! The service he provided me was exceptional. I highly recommend!
As a new business owner in Los Angeles I got into savings and retirement funds for myself and my future. I made an appointment with Brett Sifling at Gerber Kawasaki to broaden my knowledge and perspective on stocks/bonds and savings and I walked away from this meeting with more knowledge and experience than I ever thought I would. I made an account with Brett, and would highly recommend anybody to make an account through Brett with this company!
You do not want to look anywhere else when trying to decide your financial future. The team at GK is always there to help.
I ve had a great experience with Gerber Kawasaki and specifically my rep, Ben. Not only is he professional, but very knowledgeable and approachable. He has helped my husband I set multiple accounts including retirement, home deposit and college funds. I d recommend him to all family and friends!
Great company. Helped me and my husband plan for our kids future. Cool thing is they meet with you in person no matter how much money you have. They set up our financial plan and helped us invest. We felt really comfortable working with them as CEO Ross Gerber is great. Love watching him on CNBC and CNN. So great to have the most knowledgeable and experienced advisers helping our family. thanks.
Highly recommend their skilled financial advisers, namely Robert Castillo. Extremely knowledgeable and helpful with my financial planning. He has given me a lot of insight to my finances and has a firm understanding about retirement savings and investments.
Francine Lai has been my financial advisor for about 8 years now and I have referred many of my personal family and friends to her. She helped me put together a financial plan that I have seen grow tremendously over the years. She is very responsive and tentative, always following up with her clients to make sure that they feel secure about their financial decisions and their growing portfolio. I highly recommend her for anyone looking for a trustworthy and knowledgeable financial advisor!
I ve worked with Bryan Miranda @ GK for about 5 years. I ve referred a handful of my clients to him throughout the years and he s been very professional and provided excellent care and attention to those clients. I highly recommend Bryan and would not hesitate to continue to refer him to my clients.
I've had nothing but great service and success with my financial advisor, Mike Baker and Gerber Kawasaki. He really cares about his clients and listens to everything you say. I could not be happier with Mike as my financial advisor!
I've been a client of Gerber Kawasaki's for over 10 years and have been very happy with them. My financial advisor is Francine Lai and I trust her completely. She is clear and frank with her recommendations, responds quickly to my inquiries, and makes a point to check in on me periodically. My portfolio has grown year after year!
Gerber Kawasaki is one of the best companies I have ever worked with. They really care about their clients well-being and future. My situation was very complicated, but Mike took the time to help me out and get me set up! Love the attention to detail they have at Gerber Kawasaki.
Love this company! Brett Sifling was incredibly knowledgeable and extremely helpful. If you're in need of financial guidance I recommend Gerber Kawasaki and their highly qualified group of advisors.
My advisor, Francine Lai, at GK is amazing! She explains everything very clearly and I trust her wholeheartedly with my portfolio. She continues to prepare and guide me, financially, through all of life's milestones, buying a house, having a baby, etc etc. I have peace of mind because of her! Thank you!
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