Callahan Financial Planning | Palo Alto Financial Advisors - Palo Alto (CA)

Erika Bua Carson was great to work with!! He was incredibly personable and professional. his responses were very prompt. We were happy with our current policies but knew that he was recommended through financial peace University so we thought we would look into it and compare quotes. He saved us hundreds of dollars on our policies and we even got better coverage that was more appropriate. It was so refreshing to be able to lean on his knowledge so that we were appropriately covered on our policies. I would highly recommend Carson!

Satine Hoffman Best accountant ever!! She is reliable, kind, and professional. Her office is so cute and I love the atmosphere. She always makes sure to explains things to me so I can understand what is happening with my taxes to the best of my ability. Highly recommend.

Bill Bartley Jared is definitely knowledgeable about all things bitcoin and crypto. Hes easy to talk with and he made it simple to understand this digital environment and its arena. Im a newbie to this asset class, and Streetwise Enterprise certainly enlightened me on how to better navigate it. Im ready to pull the trigger. Lol. Thank you, Jared, for your expertise.

Orlin Koehmstedt Thank you Alec for the time you were able to help me with my questions in regards to my financial future. I reached out to the SmartVestor pro on Dave Ramsey and Alec was the first one to call and leave a message. He was enthusiastic and seemed well knowledge in the financial world and really broke it down for me to understand. Thank you again for the time we spent on the phone. I will definitely pass on his information to anyone I come in contact with who is looking for a smartvestor pro!