Financial Planners near Berkeley
Financial Planners near Berkeley picked by BestProsInTown
True Root Financial
“I worked with True Root for approximately 4 years. Relationship with a thorough consultation of my life goals and values. Roshani created a customized plan and we implemented it. my portfolio has grown. We have regular check ins to change the strategy if needed. very professional, approachable and accessible. I am a physician and would rather focus on what I’m good at, the finances are managed with true root. Gives me peace of mind and bandwidth to focus on my personal and professional life and not deal with the ups and downs of the market. Highly recommend True Root !”
Lula Financial
“I'm a mom with two older teens in the early years of college, living at home. They can't support themselves yet & I'm having to borrow from the bank to keep afloat. Amie Shapiro gave me a clear plan for saving money on everyday things like our phones and our food and gave me options on where to put some of the borrowed money in a high yield savings account or money market. This plan will help me stay alright for the next critical years while I hold on for retirement. I'm so grateful for Amie!”
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