Serenity Wealth Management

David Rae Certified Financial Planner

With over  a decade helping people reach their financial goals, David Rae is the person to call if you want a holistic fee-based proactive approach to financial planning.  Named 2011 "Advisor With Heart" by Registered Rep Magazine. Specializing in Comprehensive Financial Plans to help you reach your specific Financial goals.  He is also a regular contributor to the Advocate Magazine Forbes.com as well as a regular financial guest on TV and Radio.

Impact Fiduciary

Patrick Dinan, a Certified Financial Planner (CFP®) practitioner, helps families and professionals get on the path to financial freedom while aligning their values with their money. He is happy to meet with you virtually from the comfort of your own home or office. Common questions and concerns addressed: How should I be investing my money right now? How can I invest my money responsibly and avoid ethically challenged industries such as fossil fuel companies, weapons manufacturers and big tobacco? What should I do with my inheritance or windfall? How much should I be saving for retirement or my kid's college? Which type of account should I use to save money? Should I buy or rent a home? How can I save money on my taxes? How much life insurance should I have? When can I retire? How can I increase my savings? How should I approach estate planning (Wills, Trusts, etc.)?

David Beck Financial Services

David Beck Financial Services is a Certified Financial Planner (CFP®) and Licensed Tax Consultant that can help you make plans for taxes, retirement, and college. Our services are provided remotely, through our secure portal and Zoom, with cost varying by the complexity of the situation. We provide tax planning services which can help you understand what recent tax law changes mean for you and how you can reduce your 2022 tax bill. We will also compare filing jointly or separately to determine how it affects federal loan payments. For retirement planning we use planning software to calculate a constant living standard that can be maintained before and after retirement. Make the right financial moves and you can have more spending power or even retire earlier. Lastly, we can help families that have a Junior or Senior in school make decisions about how to pay for college. This includes selecting affordable colleges, filing financial aid applications, evaluating offers, planning cash flow, and education loans.

Michael Haboush CFP, CRPC, LUTCF

Signature Financial Group, LLC is a financial services firm dedicated to helping clients achieve their financial goals. Mike Haboush, a Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC) and Life Underwriter Training Council Fellow (LUTCF), works to maintain and improve clients' standards of living, maximize wealth, prepare for retirement and protect and preserve estates. The team at Signature Financial Group, LLC strives to provide tailored solutions using a variety of life insurance, investment products and services, annuities and long-term care insurance, allowing clients to plan for the future with confidence. With years of experience and expertise, Mike Haboush and the rest of the Signature Financial Group, LLC team are committed to helping clients reach their financial objectives.If you would like to learn more about what we have to offer, please don't hesitate to give us a call today. No matter what your needs are, we will do our best to provide you with the top-notch service that you deserve.

Serenity Wealth Management

Richard, a Certified Financial Planner™ (CFP®) and fiduciary financial advisor, assists individuals, families, and business owners with their financial planning needs. He has nine years of experience in the industry, eight of which have been spent as a financial advisor. His focus is on wealth and tax strategies, providing an integrated, holistic view of each client's financial situation. For active clients, Richard offers a free financial plan that allows for real-time access to assets and liabilities. This facilitates accurate net worth tracking, whether the accounts are held through Richard or elsewhere. Clients are encouraged to seek his advice on any financial matters, such as purchasing a home, organizing a budget, or analyzing job offers. Where appropriate, Richard works with local CPAs to provide an all-in-one service at no additional cost. This helps to identify strategies that are often missed when the two professions are not working together. Services offered by Richard and Serenity Wealth Management include retirement planning, investment management, portfolio management, tax planning, and fiduciary services.

Ballast Point Financial Planning

Ballast Point Financial Planning was founded by Shawn Tydlaska, a Certified Financial Planner (CFP®), to support young professionals and their families in achieving their financial goals. Located on the Peninsula, including Burlingame, San Mateo, San Bruno, and San Francisco, we provide fee-only financial planning services to empower our clients. We can help millennials manage their student loans and 401ks, while new couples and parents can find assistance with wills, life insurance, 529 plans, and buying their first home. Our team is committed to providing quality advice and guidance to help our clients reach their financial objectives. We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.

Cerda Munoz Advisors

Total financial advice. We are a firm of Certified Financial Planners (CFP®) helping families and business owners with investment management (401k, Ira, Roth IRA, Ira rollovers), financial advice, and tax preparation. We pride ourselves on being fiduciaries serving the Downey and Whittier areas.

Ignite Financial Planning

Ignite Financial Planning, LLC is a fee-only financial planning firm founded by Certified Financial Planner (CFP®) pro Riley Poppy. Our mission is to help young professionals and their families in the Greater Seattle Area and across the country reach their financial goals. We provide guidance on student loans, 401ks, equity compensation, insurance selection, 529 plans, estate planning, and home buying. With our expertise, we can help new parents and young professionals budget wisely and make sound financial decisions. With our commitment to service and customer satisfaction, we strive to exceed expectations each and every time. Contact us today to find out how we can help.