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8:30AM - 5PM
2580 W El Camino Real Suite 9, Mountain View
Investing
“On the contrary to other reviews, I had a very positive experience today. Had an appointment at 9.30am, I was there sharp at 9am. After the front desk person checked me in, I was greeted by the specialist at 9.10. Everything was done within half an hour. Very clean office, with a coffee machine. Got the job done.”
Investing
“I’ve known Mandy since before she became a certified financial planner. I witnessed how hard she worked to get her licenses and her CFP designation. She put great passion and dedication in building the strong practice that she has now. Her perseverance, honesty and caring personality were enough reasons for me to want to become her client. I actually truly appreciated that she never pushed me to transfer my accounts with her. She always helped me stay on top of my financial affairs, even before I became her client. She loves her work and her clients and it shows. I am grateful for her.”