Abundance Wealth Planning, a Farther (Financial Life Focus) company - Newark (CA)

5 /5 Gary Merrick: I cant say enough great things about Joseph at Abundance Wealth Planning! Having previously worked with 4 financial advisors, interviewed others, hearing plenty of stories from friends and family, and doing extensive research, I have a pretty solid understanding of the financial advisor/wealth planning world. Once you get under the hood, it aint pretty! And that machine is built to make themselves money, period. Anything you gain is mostly incidental. Joseph has structured his business without any conflict of interest, so he works to benefit YOU and only you. With that unbiased view, Joseph has helped us decide between multiple investment scenarios that no "regular" advisor would be capable of handling, and has provided insight that we hadnt considered. He is helping us to achieve our life goals through our finances. And the unique approach he provides is addressing our feelings about our finances and the decisions were making, and connecting us to the bigger picture rather than the one size fits all approach that is so common in this industry. I highly recommend Joseph at Abundance Wealth Planning!

5 /5 Mason KooJoe: Its been a wonderful experience working with Joseph over the last year on our business & personal financial planning. Partnering with a fiduciary in the Bay area was really important to us. Hes a great listener who assesses and guides us through achieving our goals & desires for the short & long term. He has greatly helped us to communicate as a couple, exploring our different experiences with money, and interpret our long term financial goals into an actionable plan. Ultimately, its our responsibility to put those plans into action, but its also reassuring to have Joseph as an agent of accountability so we dont lose track of our own commitments.

5 /5 William Mohr: Joseph had really solid personalized advice for financial and life planning. I came away with a clear vision for both short and long term finances as well as how they might interact with my personal goals. Over three months I learned about how to think through different investment options and how to arrive at a plan that fits into the timeline of anticipated life events. Joseph showcased a knack for identifying what is most impactful to my world view and also proved himself adept at holding in mind the various interactions between the components of an investment plan.