Financial Advising near Corte Madera, CA

“We had some business to attend to with regard to an inherited IRA at Schwab. We went into the office at The Village in Corte Madera and were helped by Zach and Denise. We could not have asked for better service, knowledge, efficiency and good humor. These staff members are A++++++ and made what could have been a frustrating and challenging transaction simple and seamless! Thank you for a job well done!!!”

“Working with Rick's team at Financial Zen has far exceeded my expectations in every way! Before selecting Rick, I talked with 10+ financial advisors, and no one came close to the quality and value he offers.

I just finished Financial Zen's six-month onboarding program, in which Rick and his team helped me transform my finances from sorta disorganized to 100% streamlined. As an operations and UX professional, I am a harsh judge of customer experience, but I have only effusively positive things to say about Rick's approach to working with clients. He visibly cares about creating a top-quality, high-ROI client experience — and it shows in every aspect of his work. In the time I've worked with Rick, he's also been building out his team and has ensured that every member of Financial Zen delivers the same level of excellence.

Beyond getting clear on my cash flow and streamlining my financial accounts, Rick's program includes tasks that other advisors considered out of scope (or would charge extra for), like auditing my insurance, reviewing tax returns, and jointly working with an estate lawyer. He has thoroughly and thoughtfully designed every aspect of his program, like having comprehensive to-dos managed through a Monday dashboard, plus weekly modules complete with helpful videos and a workbook.

In addition to the program's standard curriculum, Rick has enthusiastically worked with me to address bespoke topics and to-do's for embarking on creating a solopreneur business. To me, this is the ultimate testament to Rick's commitment to helping people with all aspects of their financial health. Other advisors had zero interest in helping me with my new venture because it fell outside of their usual offerings, whereas Rick was super pumped about the opportunity. His expertise, support, and excitement surpass anything I could have hoped for.

This brings me to my last point: Rick and his team are a joy to work with. He's passionate about helping people through his business, and his enthusiasm is infectious. Rick clearly believes that helping people attain financial zen is the work he's meant to be doing, and it shows. I am grateful to Rick and his entire team at Financial Zen for being my personal CFO, and I wholeheartedly recommend them!”

“Very detailed, very attentive, my taxes were meticulously explained and I have been advised over the years how to best manage my finances in order to not over pay or under pay yearly.”

“I’ve had an exceptional experience working with Hanke & Apolonio Wealth Advisors. From the very beginning, their team demonstrated a deep understanding of financial planning, blending technical expertise with a truly personalized approach.

Manny Apolonio, in particular, has been instrumental in helping me navigate key financial decisions with clarity and confidence. He takes the time to explain complex concepts in a way that’s easy to understand and always aligns strategies with my long-term goals and personal values. His ability to combine financial acumen with a coaching mindset has made a huge difference in how I think about wealth management.

The firm as a whole operates with transparency, integrity, and a genuine commitment to their clients’ financial well-being. I highly recommend Hanke & Apolonio to anyone looking for a wealth management team that goes beyond just numbers—they truly care about their clients’ success.”

“Having Citrine handle our financial plan has been an incredible investment in our family's stability, confidence, and overall happiness. We began working with Nick at Citrine about nine months ago, and in those nine months our financial wellbeing has improved dramatically. It's an incredible service and team. Highly recommend!”

“Landon is a fantastic and effective financial advisor. He is responsive, thoughtful, and extremely knowledgeable. I would recommend him to anyone who is managing pre or post IPO equity, and/or trying to establish basic financial goals and milestones.”

“Thank You Charles Schwab for being the investment firm that’s helping our communities build Firsts families of generational wealth in Rural Hill, Tennessee.??????????????
Love ❤️ the energy in the photos, we look forward to visiting:)
P.S. May God continue to Bless the integrity of those in charge of managing Our Pension accounts.
“Rebuking American ?? Greed In The Mighty Name of Jesus!!!”
Amen.??
beyond Grateful CHASEBANK/Charles Schwab ???❤️??????”

“Anthony is the best. I have been working with him for years now and could not recommend him enough! When I started, I knew very little about finance and to be honest my brain would shut down whenever the subject came up. I was wary of dealing with it at all. But I knew I needed to. I'm so glad I found Anthony and team. Anthony met me where I was at, and has always treated me with kindness, patience and professionalism. He approached things by focusing on my overall life goals for myself and family, and then worked with me to develop a plan to achieve those goals. All along the way he has helped me navigate life insurance, retirement, and investment accounts. He gives and explains his recommendations while also leaving space for my personal preferences (for example, for how conservative or aggressive to be with investment). I am in such a better place than where I began. Thank you Anthony!”

“We have had several financial advisors over the past 30 years. Our relationship with Brighton Jones began in 2009 and, after the first year, we transferred all of our investments to them. The big difference in them is that they have provided a comprehensive approach to our financial planning. They have given us terrific advice regarding investments (stocks, bonds and exclusive BJ products) and assistance with buying and selling several homes, including mortgage and insurance referrals. We also like that they have three independent arms which we have continuously used-investments, taxes and estate planning.”

“Personnel are great...it's just that HORRIBLE "music" that we are forced to endure while waiting on the phone. It is an insult to customers...perhaps a variety of light classical music, or, even better, total silence! We can manage the wait time by humming our own tune, if needed.”

“the SDM wealth management team is excellent and always takes the time to break down important concepts, make proactive recommendations and overall help me build financial literacy. I truly appreciate all the efforts to demystify the world of personal finance, as it’s helped me build confidence over time.”

“I'm writing this about Fidelity Investments in general, not the Montgomery St office in particular. I saw all of these bad reviews (while looking for lunch restaurants near that office) and think a corrective is important. I don't like the Montgomery St office either. The staff is under-informed and has been rude to me on multiple occasions. However, the location is not why I still have money with Fidelity. This point needs to be made. Fidelity is a very safe place to keep your money. It's very easy to trade online. Fees are among the lowest, if not the lowest, in the industry. I have accounts with other banks and brokerage houses, so I can compare. Their phone service, while imperfect, is also good compared to other brokerages. You can usually sort out problems quickly.You have to accept the weak points. Montgomery St staff are like time-share sales people: they always push hard, repeatedly, for you to invest in something that you don't want. (Before it was annuities; now it's some sort of private-investing tax-loss-harvesting scheme.) So when you meet with any of them 1-on-1, you have to be prepared for it to be 80% unwanted sales pitch. But the other 20% is often useful information.Montgomery office staff are also horrible snobs. On my last visit the guy told me in no uncertain terms how little my amount of money means to Fidelity, and how much money his important clients have. Got it. BUT he also showed me how to quickly increase the amount of interest I'm getting on my core account. I had to put up with the obnoxious snobbery, but I got something valuable from it. That's not the first time.In short, yes, the Montgomery office is awful. Going there today and maybe once again they will sneer at me because I'm not going in a suit and tie. But the Montgomery office is not Fidelity.”