William Maricle Amazing service! Life long BofA customers switching RCU?!? Who would have thought? David Aguilar made everything so easy and clear, and he even figured out extra ways to help us out even more! Thanks, Dave!
Christine Clayworth I interviewed several financial advisors when I was moving to Marin and wanted a local advisor. I chose Emily & am so glad I did! In the short time she’s been overseeing my finances I’ve been very impressed. She made some changes to my portfolio that were very positive. She’s proven herself to be very responsive & hands on. I have real confidence in her and her ability to manage my finances.
