Financial Engines Advisor Center - Palo Alto (CA)

Ari Miller I highly recommend Rafael for individual and business tax services at Patni Financial Group. He is knowledgeable, honest, business savvy and very willing to give advice for better tax planning .. He also makes sure to have a relaxed and comfortable atmosphere when meeting with you to discuss your personal finances. Highly recommend!

Kevin Khachatryan SoCal financial services has been doing an exceptional job managing my business. Arthur js very friendly and cooperative. I love that he is very responsible and solves any issued right away. I will definitely recommend him to friends and family

Larry Sun I have been a client of Adam Gould and Dogpatch Wealth since 2014! Over the past 10+ years, Adam has provided valuable guidance, support, and management. I have an incredible amount of effortless trust for Adam and his experience. He has been with me in my career, life, and the changes in this global economy at every stage. I recommend him highly!