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9AM - 5:30PM
550 Park St #105, Alameda
Financial Advising
“Samantha is great! She is knowledgeable, professional, and thorough. She did a great job helping my wife and I understand our current financial picture and develop a plan for the future. But, more importantly for us, her thoughtful approach focused on our family’s goals and objectives. It wasn’t just financial planning (for the sake of planning), it was a thought-provoking exercise about the purpose of that planning.”
Financial Advising
“Worked with Eileen for a one-off project and she was able to provide some practical guidance and to-do's to help us get our situation sorted. Easy to schedule with clear instructions to prepare. Thanks Eileen!”