Investing near Larkspur, CA

“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.”

“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!”

“the best service. walked in and they assessed my precious metal for authenticity within minutes - all for free! High recommend this place and will go back to them.”

“So glad I decided to give these guys a try when looking for quotes for my Mortgage note. Instead of being pushy, they just gave me a strong offer, and then were super efficient and responsive all the way through closing. Can't recommend highly enough.”

“I called precious metals and talked to Todd. He gave me an excellent price for my old jewelry and just seemed way more honest than the other places I called. I just wanted to know how much I would get for gold per gram and he told me right away. When I took my jewelry to the office, he tested with x-ray which made me feel way more comfortable and got a much better price than anywhere else! Thank you!!”

“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.”

“I've been with Wells Fargo since I left for China in 2012. They had an agreement with ABC Bank in China that allowed me to send funds back and forth which turned out to be a life saver more than once.
Also they came to the rescue several times when I had trouble getting a refund from venders who were being difficult, not every time but generally more than not. Getting money out of an ATM machine has made my life on the road possible in China, Malaysia, and now in Mexico. I had a personal relationship with my reginal manager, an Orthodox Muslim, who went way out of his way for me until his boss put a stop to it. On balance, I feel fortunate to have Wells Fargo at my back. They're not perfect but at least they don't steal money out of your account like they did in China and in Malaysia they won't even let foreigners open an account.”

“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!!!”