Defined Financial Planning, LLC - San Rafael (CA)

William Weinberg I have had the pleasure of knowing and working with Martin for over a decade. During that time, his devotion to my financial well being has never wavered. At the outset of our relationship he made sure to determine what kind of investor I was, what my goals and expectations were and that evaluation has led to a very trusting relationship over the years. I highly recommend him to anyone looking to diversify and increase their wealth with someone they can trust and get to know on a personal level. Hes an excellent person and an excellent financial advisor.

ALI BIN ALTAF I had the pleasure of working with Karen L. Fisher and I can honestly say she provided the best service I could have asked for. From the very beginning, she was attentive, knowledgeable, and incredibly professional. She took the time to explain everything clearly, answered all my questions with patience, and guided me through each step of the process. What stood out the most was her genuine care and commitment — I never once felt rushed or ignored. She handled everything efficiently, with great attention to detail, and made what could have been a stressful situation feel manageable. I am beyond satisfied with the results and truly grateful for her support. Karen goes above and beyond for her clients, and I highly recommend her services to anyone looking for someone trustworthy and dependable.