If you hire this pro, you’re covered by a money-back guarantee. Learn more
If you hire this pro, you’re covered by a money-back guarantee. Learn more
About
Al Faber, CFP®, ChFC®, CLU®
Free 30-minute introductory meeting with an experienced CERTIFIED FINANCIAL PLANNER™ professional. No requirement to open an account or move assets. No upfront fee, no long-term commitment, no termination fees.
Assistance with: organization, budgeting, cash flow, credit, debt, portfolio review, investments, estate planning, tax planning, IRA conversions, 401k/403b rollovers, planning for financial independence and retirement and more. I can coordinate and collaborate with other advisors, if desired.
Overview
Hired 18 times
Serves New York, NY
Background checked
License verified
1 employee
1 year in business
Business hours
This pro hasn't listed their business hours.
Payment methods
This pro accepts payments via Cash, Check, Credit card, Google Pay, and Zelle.
Top Pro status
Top Pros are among the highest-rated, most popular professionals on Thumbtack.
2025
2024
2023
Services offered
Service type
Work location
I work remotely (phone or internet)
Projects and media
Projects and media
Reviews
Customers rated this pro highly for professionalism, work quality, and responsiveness.
Exceptional 5.0
10 reviews
5
100%
4
0%
3
0%
2
0%
1
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Your trust means everything to us. Learn about our review guidelines.
Read reviews that mention:
Briana R.
Jan 28, 2024
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Hired on Thumbtack
Al was great. The tool he provides to track your finances has been helpful for me to understand how I can take control over my cash flow and he provided ample guidance along the way. Highly recommend to anyone looking for financial guidance!
Personal Financial Planning
Guillaume S.
Sep 23, 2023
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Hired on Thumbtack
After a few meetings with Al I feel so much less anxious about the financial projects and issues I came to him with. He takes his time to explain how to go about things, and make a plan.
Personal Financial Planning
Sky K.
Apr 2, 2024
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Hired on Thumbtack
I’m a new client for Al and after our first 30 day engagement, he will be my financial advisor for years to come. Unlike other advisors I’ve tried, Al actually listens to your situation and crafts a plan that is unique to you. I appreciate his perspective and how he is helping me achieve my goals. His business model is the most competitive I’ve seen and the value is outstanding. I would not hesitate to recommend him to anyone serious about managing your money and planning for the future.
DIWY Financial Planning's reply
Thank you for taking the time to write a review.
Your kind words are truly appreciated and help motivate me to keep spreading the word about this business model for delivering financial advice. Your trust and confidence are deeply appreciated, and I am grateful for the opportunity to contribute to your financial well-being.
It's clients like you that make my job so fulfilling.
Personal Financial Planning
Johnathan H.
Mar 9, 2024
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Hired on Thumbtack
Appreciate the services that Al provided me. He was responsive, knowledgeable, and provided timely advice to help me make pivotal financial decisions
Personal Financial Planning
Kim H.
Mar 19, 2023
MY FINANCIALPLANNING NEEDS
Boomer generation. I stepped into the principal role of managing my mother's financial portfolio after the loss of my father. This included IRAs, a quarter of which were heavily invested in stocks. Plus the real nest egg, her real estate.
Being a Boomer, I was also thinking a lot about my own retirement. My financial goals involved pinpointing when retirement would be feasible (given my expected lifestyle). I wanted to identify that magic number that would comfortably support my goals.
I decided to search for a financial advisor and after some research, I choose Al Faber from Woodson Wealth Management.
REASONS I'M RECOMMENDING AL FABER:
AL FABER IS A FEE-BASED FINANCIAL PLANNER - it's very important that the financialplanning advice I receive is offered in the best interest of me & my family - all tailored to our specific circumstances. I did NOT want financial advice inspired or tainted by the commission on products sold under the arms of their employer.
GOAL ORIENTED - Al immediately confirmed what my financial goals were and set up the required tasks to achieve those goals
FLEXIBLE - Al was flexible with meeting times, meeting cadence, and the communication medium I was most comfortable with
DEPENDABLE - Al was always prompt and prepared with an agenda. He made me feel my input was always valued
EXPERIENCED - Al's experience on wall street was helpful. He explained complex financial ideas in layman's terms and provided hypotheticals to reinforce key concepts with me. I like the tools Al used and that these tools will allow us to pick up right where we left off at our next engagement
FUTURE FINANCIAL ENGAGEMENTS
The whole experience was enjoyable, I learned a lot. I've decided to continue our engagements, to confirm whether I'm still on track to meet my retirement and financial goals. If not, I know Al will continue to advise me on what financial tweaks make good sense.
Credentials
License
License type: Investment Adviser Firm
License state: CA
License verified on 9/3/2025
Background Check
Albert Faber
FAQs
What should the customer know about your pricing (e.g., discounts, fees)?
You get a free 30-minute introductory meeting. The initial 60-minute planning meeting is billed at $400, with payment due at the 30-day mark, so there are no upfront fees. Additional meetings scheduled within the same 30-day window are discounted.
Clients get access to financial planning tools at no extra cost. In addition to one-on-one sessions, there are self-directed and group options. Group sessions require payment prior to attending.
There are no subscriptions, no retainers, no ongoing fees, no commissions, and no requirement to move assets or open accounts.
With DIWY Financial Planning you get the tools and advice you need without ongoing fees. Plan for yourself—no by yourself™.
What is your typical process for working with a new customer?
Virtual meetings by phone or video. Collaborative process. You need to have access to a laptop or desktop computer to work with me.
After our initial consultation, we'll determine whether it might make sense to work together. If we decide to schedule a follow up meeting, I'll gather additional information and deliver a preliminary proposal at the second meeting. If you decide to hire me after the second meeting, you'll sign an engagement contract and pay the fee at the end of the 30-day initial engagement (Engagement period starts on the date of the second meeting).
After the initial engagement, you might decide to connect for occasional "check-ups". You'll only pay a fee, if and when we meet.
What education and/or training do you have that relates to your work?
CERTIFIED FINANCIAL PLANNER™
Chartered Financial Consultant
Chartered Life Underwriter
MBA in Finance
BS Electrical Engineering
