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Anaheim Personal Finance Instructors

Browse these personal finance lessons with great ratings from Thumbtack customers in Anaheim.

  • 5 years in business
  • 12 hires on Thumbtack
Michelle G.
Verified review

Adam helped to relieve some of the stress during a difficult time after the death of my parents, very close together. He was very compassionate while still guiding me through the financial aspect of the situation.

Crossroads Planning LLC
5.0
from 9 reviews
  • 3 years in business
  • 3 hires on Thumbtack
William F.
Verified review

I have had nothing but great experiences with Crossroads Planning. Tony has done excellent work and is super responsive. My life is crazy hectic (lawyer, constantly traveling). Fortunately, Tony is my go-to guy for all things finance; because of his expertise I am able to keep the financial facet of my life on track.

Ver Management
5.0
from 9 reviews
  • 12 years in business
  • 2 hires on Thumbtack
Nassau B.
Verified review

I have worked with the J.Cole and his team for a number of needs for the past five years or so originally getting some individual tax services done and tax preparation for a small LLC started with a few close friends. Eventually we sought their counsel for marketing, business planning & credit development to take our small business to the next level. Working with the VER team we had a great amount of success. Unfortunately one of our partners of the business in charge of finance wasn't exact on the up and up and we all found ourselves in career transitions. At this time I went from a business client back to an individual client working with the VER Team putting together a professional resume, cover letter and doing a bit of career coaching. Finding a new position didn't happen overnight. Still I was consistently complimented for my resume and I'm positive that made a huge difference landing some key interviews which eventually lead to a great position.

  • 9 years in business
  • 3 hires on Thumbtack
Michael M.
Verified review

Cameron provides insight and knowledge that helps me make informed decisions about my financial future and well being.

Newport Wealth Advisors
5.0
from 7 reviews
  • 11 years in business
  • 3 hires on Thumbtack
Thomas C.
Verified review

Went above and beyond. I was looking for something that I didn't think I would find. The cold hard truth about finance is that most people are looking out for themselves first. What's in it for them. There is no incentive to take someone who may not benefit you directly and help them anyway. But Scott did just that. He was the first person in 3 days that gave me the info I needed. Professionals should be expected to provide information about their profession regardless of how it benefits them. Unfortunately that is not the case. So most people are dealing with non professionals when getting advice on their finances. Scary proposition if you ask me. In this case Scott proved he is a true professional and if you truly want someone looking after your money, trust me, your search should stop here.

Shelly C.
Verified review

She was very professional and knowledgeable in finances and she was able to put a easy, workable plan together for my husband and I could use in order to meet our goal of putting our children in to college and being able to enjoy some vacations finally. She also saved us a lot of money on our car insurance and was able to set us up with affordable life insurance. I highly suggest using her.. she listens to what your dreams are and she helps you get on track.

Gregory Cheng, CPA
5.0
from 4 reviews
  • 1 hire on Thumbtack
Danny L.
Verified review

Greg helped me transition from engineering to finance. I was able to land a banking job with no prior experience. Would not have been able to find anything remotely close without him. Thank you!

  • 13 years in business
David S.
Verified review

I would like to recommend the services of Saniah for all your bookkeeping needs. Saniah has been providing bookkeeping services for our law firm for the past eight years, and we have only praise for her accurate, efficient and value oriented services. For a small business, such as ours, Saniah provides all we need in the way of general bookkeeping. She reviews the firms financials, prepares budgets, prepares our tax returns as well as my personal returns. She also performs her services for my wife’s PR firm. Moreover, Saniah provides all these services at a reasonable and affordable price. Finally, Saniah is available to answer questions and help for all your accounting needs. Saniah has our highest recommendation for bookkeeping and related financial and administrative services, and we have enjoyed and come to value our relationship with her tremendously and we forward to a continued working relationship.

  • 6 years in business
  • 1 hire on Thumbtack
J’Ana P.
Verified review

Cintia is very professional and knowledgeable about all things finance related. Her passion to elevate others in financial literacy is shown through her close workings with me. She is so patient and readily available. She is honest and has help me set attainable goals. She is very easy to work with and she breaks things down in a way in which you can understand especially if you’re a novice like me. She makes really good suggestions on how to improve your credit, establish a safety net of funds, and even helped me with my monthly budget. She will give you all the tools and it’s up to you to use them. I would recommend her to anyone in their financial journey on the way to success.

Cash Bar
5.0
from 3 reviews
    Julie S.
    Verified review

    I’ve always had a tough time with budgeting and learning about personal finance but working with CashBar really helped! I learned so much and highly recommend it to anyone in the same boat.

    PoweredBooks
    5.0
    from 3 reviews
      Joel R.
      Verified review

      My entire finance team has been replaced by Powered Books. Payroll, AR, AP its a dream a real dream come true! I cut my overhead in half and our productivity has increased tenfold. Thank you Powered books!

      One Wealth Management
      5.0
      from 2 reviews
      • 6 years in business
      • 2 hires on Thumbtack
      Alexandria P.
      Verified review

      We needed some direction with our finances. Alex helped us devise a good solid plan to invest in our future. He worked with us on getting life insurance and planning for long term investments. Since we recently moved to LA we also needed some recommendations for other services like CPA and a family lawyer. His recommendations have been stellar and we are thoroughly glad that we chose Alex to help us. Can't say enough how great he is, he will go above and beyond for his clients and it shows in all his actions.

      • 4 years in business
      Ivan L.
      Verified review

      Setup accounting software and process for our company

      Valencia C.
      Verified review

      Tax 2010 has superbly served my tax and refund needs for the past 13 years. They professionally consulted, assessed, advised and got me the maximum refund possible each year allowing me to have the cash I need to meet my personal and financial goals!

      Finances Comes First
      5.0
      from 1 review
      • 5 years in business
      Jason R.
      Verified review

      I am thankful for Jobi looking out for me and my family's financial needs. Job has be a great teacher and help in learning more about my retirement. Very instrumental in helping my family move towards their financial goals. Thank you again

      BlackShire Group, LLC
      5.0
      from 1 review
      • 12 years in business
      Sherrie S.
      Verified review

      BlackShire Group LLC is a breath of fresh air. Not knowing where to start to get our finances in order, they really made the road easy to understand and get our financial vehicle in the right direction. Awesome Job!!!!

      About

      I am a Banking professional with 33 yrs experience. I understand both personal and business banking needs, and am an advocate for my clients. I offer personalized service for business clients and work with them to grow their business. I specialize in business development and finance.

      About

      All kinds of financial services are offered, such as insurance (auto, home, and life), credit card settlements, and investments. Most importantly, we analyze all types of policies.

      About

      First Capital Business Finance is a full service commercial lending company based in California focusing on business loans, lines of credit, equipment leasing and even business cash advances. Starting a new business or you’re an existing business? Get equipment financing programs for both good & bad credit business owners.

      About

      I have customer service, sales, administration and management skills. I am an accounts payable secretary, supervising and training other employees, completing annual employee performance reports and collecting rent and other monies owed. I can do receiving in- and out-bound calls, receiving and distributing mail and other documents and using the computer and postage equipment.

      About

      I am an experienced finance and accounting professional with 10 years of experience in the service and retail industries. I work on the following: - Accounts receivable - Accounts payable - Bank reconciliation - Bookkeeping cleanups - Payroll reconciliation - General journal and general ledgers - Business and personal accounts - Balance sheets, cash flow, and custom reports - Profit and loss

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