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9AM - 5PM
550 Park St #105, Alameda
Financial Advising
10:00 AM - 6:00 PM
1151 Harbor Bay Pkwy, Alameda
Financial Advising
“Amazing person and super knowledgeable. She is straightforward and personable. I could not say enough how much Charlotte has change my mindset on tax returns. I used to dread this time of year but she has made the process enjoyable and now I look forward to taxes and my return each year. 100000% would recommend Charlotte!”
“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!”
Financial Advising
“Samantha is absolutely excellent at what she does. Not only has the portfolio she created for me grown beyond my expectations, but she clearly cares about me and helping me reach my goals. When I started working with her a few years ago, I interviewed several financial planners. She stood out from the others back then and has only continued to impress me and gain my trust and respect. You could not ask for a financial planner/wealth manager who is more intelligent, knowledgable, savvy, thoughtful, and genuinely kind.”