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Browse these personal finance lessons with great ratings from Thumbtack customers in San Jose.
Helpful Service. The whole experience of learning about creating and all the benefits of a living trust was helpful. All our questions and concerns were answered in a very professional manner. The process of estate planning was completed in a timely manner.
The team at Twin Peaks has been managing and advising my finances for several years now. I like them as people, I trust them, they're smart, and they care. Couldn't ask for more.
Elizabeth was extraordinarily integral in helping me to navigate the choppy waters of going through a divorce. She helped me to sort out my finances and to gain a realistic picture of where I was and what I needed. She served as a mediator between me and my, soon to be, ex during very sensitive discussions- with great success. She kept us on track with what points needed to be agreed upon to make a workable Master Settlement Agreement. And, most importantly, she helped me to hone in on and keep present the things that were the most important to me.
I have had very pleasant experiences with Sunny and his services. Sunny has been helping me with my insurance and investments for over 4 years now. He definitely has delivered what he promised. He always gets back to me in lightning speed whenever I have questions on my accounts. He takes the time to explain to me what I don't understand. Finance is really not my strong side. I needed someone that's patient enough to explain me what I should do. I don't have time to research for all the answers online nor do I trust the sources on there! Working with a financial advisor that's locally in San Jose and who I can completely trust is very important to me. So far I have nothing but positive things to say about Sunny and Essence Wealth & Insurance Services.
I finally found a financial advisor that truly cares about how my finances are handled! Ever since I decided to work with Mr. Drew Krake and trust him with helping me make the most out of my retirement plans it has been the best decision I have made! Not only am I finally making money towards my retirement savings, but Drew continues to reach out and keep me updated on new options that can also help me increase my savings! I wish I would have done this much sooner, but I am very happy with the service and professionalism the Mr. Drew Krake has shown me and I highly recommend his services!!!!! It is never too late to make changes to better your future and your families!!!
Great knowledge and very friendly to work with. The experience was very informational and I learned a lot about my personal finances. Recommended!
I hired Edgar to help me better understand my startup equity while also helping me come up with a plan to pay off debt. An hour later and he's helped me save thousands of dollars in fees while also clearly setting me up to succeed in making the most out of the benefits I get from my job. I can't recommend him enough. He's clear, patient and a joy to chat to. Definitely hire him if you're looking for a financial coach!
We represent skilled accounting or finance staff, available for short- or long-term needs. We have excellent customer service and competitive rates.
We're providing financial and strategic planning, KPIs, analytics, strategy, accounting and business operations services on an outsourced basis.
Bringing over a decade of experiences in accounting/finance/marketing to clients in various industries.
I genuinely care about my customers. I have set up my finances to save a healthy amount, automate my retirement plan, and invest towards long term growth goals, and helped my friends and family to the same. I specialize in guiding recent graduates to understand the pieces of personal finance. What to pay attention to, what to set up, and what to learn to automate. I do not give financial advice to the extent of which assets to invest in, rather to help my clients understand how to navigate the realm of personal finance without confusion and towards long-term financial automation.
We are a business that provides contract finance functions to corporations. Our service includes part-time and longer assignments in planning and compliance, with an emphasis on accelerating solutions to problems.
FGD has been recognized as one of the "top 100 fastest growing private companies" by the San Francisco Business Times. FGD continues to focus and expand its firm by delivering tangible and measure able results to its client companies. These results include increased efficiency and revenue acceleration, extinguishing the mission-critical staffing challenges and driving shareholder value. Specialties: Accounting and Finance Staffing and Recruitment - Accounting (from staff level to CFO) - Budgeting, planning, and forecasting - Financial reporting - SEC and compliance - Audit - Tax - Treasury We provide temporary, contractual, and permanent services. Our talent ignites results.
I am guide first, listening to what you know already and find cues to your success you did not see right away. Your success is closer when traveling with another, a team, a coach.
I was leading the finance function of a large corporation before I decided to take some time off to spend more time with my family. I have a CPA and MBA. I have built many financial models in my career. I am also a cost-cutting expert.
Provide broad range of accounting and finance services that support companies from inception, to scaling operations, to fundraising, to eventual exit.
We provide full-service accounting, business management, full-charge bookkeeping, budgeting and payroll for start-up, midsize, and big companies in the Bay Area.
I view myself as an advisor and therefore I work to assist clients with evaluating their goals, risk tolerances, and time horizons to determine their best options.