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June 2024 by Alissa Johnson
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.
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January 2022 by Dayna D.
SHE IS THE BEST! Samantha has been our family advisor for over a decade and I cannot sing her praises more. She has patiently helped us with building wealth for our retirement and for our kids as they became adults. She has advised us with retirement accounts, living trusts, mortgage refinance and is always there, having done her research, to address any and all questions about buying stocks and emerging markets. She is forever friendly, informed, and forever professional. We would not be where we are today without her.
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July 2021 by el a.
With huge life changes ahead of me, I knew i needed some solid information and financial planning. I interviewed several possibilities and decided on Samantha Dinh to help guide me to my future. The choice paid off as I felt incredible confidence in her information, her ability to respect my lifestyle and passions and her thoughtfulness in generating SEVERAL options for my financial planning and future. As i move forward I will use Samantha to guide my investments and retirement. It's a relief to have so much wisdom and solid information.
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June 2021 by Matt M.
I am so grateful that I reached out to Samantha in the fall of 2020. I wanted to get a better understanding of me and my partner's financial picture and how our retirement was going . Not only did Samantha provide me a clear and comprehensive analysis of our finances but she also helped me realize I could buy a new home much sooner that I had thought. As I sit in my new home, it would not have been possible had I not reach out to Samantha. One other thing I'll say is that one of the reasons I reached out to Samantha was that she acts as a fiduciary. I definitely recommend anyone wanting some support our finances to have a consultation with Samantha.
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June 2021 by Julie Harris
I have truly enjoyed working with Samantha. She is professional, clear and methodical about her work, just what you need in a financial advisor. I have truly enjoyed working with her and she gets results. Thanks!
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April 2021 by Rose C.
My husband and I first started working with Samantha shortly after our second child was born and we wanted to finally set a solid financial plan for how to purchase a home, save for our children's education, save for retirement, and hopefully have something left over for our children. We really appreciated her positive and realistic approach to our goals. Thanks to her insights and recommendations, we are in a much better place with having set up life insurance options, a trust, and have financial goals set to meet over the next few years. Samantha has been great about explaining things to us at a very basic level, and has been very generous with her time - we occasionally go through periods of time in which we send out a flurry of emails and she's always very responsive and thorough. I've recommended Samantha to friends over the past couple years, and will happily continue to do so!
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March 2021 by Don N.
Samantha has been managing my portfolio for over 8 years now and I am more than100% happy with her! She diversified my funds in such a way that I have long term insurance, an annuity from which I receive an annual check and investments that help to offset my monthly draws. Last year, when the markets were going down, she asked my permission to make some moves to minimize the losses and, when the time was right, got me back in in time to ride the markets back up. As a result, the value of my portfolio is where it was 5 years ago when I retired! You can't ask for more than that, and if you do, you're unrealistic! Go to her, you won't be sorry.
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March 2021 by Alfredo B.
Hire Samantha immediately. She is passionate about her work. She does more than her due diligence. She is a pro. Her insights and recommendations are spot on. I can't recommend her highly enough. Samantha and her assistant Sandy have made money matters a breeze for me. I've been with her around 10-11 years, and my only regret is that I didn't find her earlier. She doesn't get caught up in the flavor of the month, yet she knows when to make a move. She calls me when she has an idea about what to do, changes to make, but truth is, I rubber stamp whatever she recommends. Not because I'm lazy, but because I TRUST her and she has a great TRACK RECORD. She puts in the work and treats people who don't know the ins and outs of money management (myself) with respect, patience and kindness. And this doesn't even include the above-and-beyonds: the questions I have about semi-related matters and the like. She cares and takes the time. She is attentive, smart, cheerful, professional and gets results. Again, I can't recommend her highly enough. Do yourself and your pocketbook a favor and hire her.
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January 2021 by Jess V.
5 stars for Samantha is not enough! She is such a wonderful person and that shines through her work and the care that she puts into her advice and knowledge of financial planning. She is dependable, thorough, detail orientated and absolutely excels at her job. It is 100% easy to trust Samantha with your money and future. She is the best! Stop your search and contact her immediately :)
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November 2020 by Sasha G.
Samantha has been my financial advisor for several years. I can hardly begin to tell you how thrilled I have been with her expertise and compassionate and caring presence. She greatly helped me get back on track after a horrific experience with a previous advisor that had resulted in the loss of a big percentage of my retirement savings. She is extremely knowledgeable, patient in her explanations, and thorough in researching current trends, to name just a few of her stellar qualities. I am really happy with the way my portfolio has grown since she has been managing it. I can't recommend her highly enough!
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October 2020 by Rick W.
I would give more than 5 stars if I could! Samantha has really helped our family get our finances organized, and assisted us in developing a solid plan for the future. She really knows her stuff and is also very easy to talk to. My wife and I felt very comfortable working with her, and we stay in touch on a fairly regular basis when we have questions or need advice. I highly recommend her to anyone looking for a trusted financial advisor.
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August 2020 by Eli C.
Cannot recommend Samantha highly enough, the process was great end-to-end. She was responsive over email, used a tool to quickly and securely establish an overview of my financials, let me guide the discussion to where I needed the most help, answered all my questions, and saved me a couple of my own mistakes! I walked out of our session with a huge amount of useful information. I have talked to a few people offering similar services in the East Bay area and she definitely offers the best quality, and is very competitively priced.
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June 2020 by Dan E.
As someone who moved to the US fairly recently, I really needed a good financial advisor to answer some of my pressing questions. Samantha did that beautifully - she was patient, efficient and had a lot of great ideas and suggestions. Will definitely use her services again in the future!
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May 2020 by Julie Chanter
I’ve been with Samantha for over 15 years. She is VERY good at her job and she’s just a great person all-around.
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April 2020 by Froilan V.
This is my first review on Yelp and I have to say that the value and service I got from Samantha has to be shared. I wasn't sure what to expect since I typically do my own finance research and I also studied accounting in college, so I was a little weary that this might be a sales-focused finance advisor. It wasn't. I have had yearly meetings with her from January 2018 - ongoing. The very first meeting was getting guidance about my existing assets and debts (I had a student loan and car loan, but I also had some stock and savings). But I also need help preparing my finances towards a wedding with 400+ guests in the bay area. Amazingly, I was able to come out of the wedding with enough money for a down payment. She was also there for quick advice about comparing two mortgage loan offers. Ultimately, even after all those payments, I still have some savings during this health crisis. Feel free to message me if you want to chat with an existing customer.
