Jorge loves to work with young families that are intentional about early retirement and tax optimization. He loves to educate and offer clarity to wha...Read more

Kaki is on a mission to help you feel safe, strong, and secure managing your own money! Check out my podcast: Look Both Ways Financial

Jenn specializes in working with those who are serious about designing and achieving their version of financial independence (FI).

Comprehensive planning meets burnout recovery: I help Millennials position their money to quit the hamster wheel and start living better, now.

I help tech professionals transform their tech success into lasting wealth and security. I specialize in equity compensation, advanced tax planning, a...Read more

Investment advice and financial planning for those seeking professional, objective service by a Fiduciary with no ongoing fees or obligations.

Hourly financial planner helping tech professionals and families live their best lives.

Helping first-generation professionals organize & optimize their financial lives to feel confident about their finances & future!

It is time to get your financial house in order. As an advice-only hourly planner, I help women become more knowledgeable and engaged in their financi...Read more

Whether you are a DIY'er who needs an extra pair of eyes to stress test your already developed plan or someone who desires to have a financial plan de...Read more

Michael, a CFP® from Glendale, CA, helps families achieve financial clarity with a people-first approach.

I specialize in serving First Generation Wealth Builders who want to change their financial family trees, as well as progressive professionals and inv...Read more

My mission as a financial planner is to help people gain clarity on their finances so they can spend more time pursuing their dreams.

Expert and creative approach to helping clients and their families untangle complexity, build structure and make intentional financial decisions.

I help first-gen professionals who've had to figure it all out build financial confidence and freedom.

Amy Rosenow is the founder of Bold Vision Financial, an advice-only financial planning and education firm focused on women, families, and entrepreneur...Read more

I am passionate about providing easy-to-understand financial advice by the hour. I enjoy simplifying complex situations and creating actionable plans....Read more

Kate has over twenty years of experience with financial planning, investment management, equity compensation, real estate and business management.