Golden Bridge Financial Services - Anaheim (CA)

Ogden Williams My experience with Monterey Private Wealth has been exceptional. I have been dealing with Cris Cabanillas and operations manager Anne Hepfl for several years now, dealing with a variety of complicated financial issues. My aunt and uncle used Cris’ services for years and he developed an excellent relationship with them, something that wasn’t always easy to do, as they could be prickly and difficult. As they got older and more infirm, Cris’ expertise and care was increasingly needed, and he was always there for them. Now as trustee of their estate I have negotiated a lot of ground that was unfamiliar to me, with Cris and Anne’s help. I have found Cris and Anne to be remarkably honest, diligent and professional. My sense is that not only are they highly skilled and competent in the work they do, they are good people! I live in Maine and have had to travel back and forth to the Monterey area repeatedly because of my trustee responsibilities. In the course of that work, I have met some real scoundrels, and I have also worked with some terrific, trustworthy people. Cris and Anne are solid members of the second group! It’s been a pleasure working with them.

ryan donovan Scott is a courteous financial advisor, who is willing to work with people who are on a fixed income. He is well informed as to where one should put their money, which will work to their advantage.

Mike Torchia DelMorgans team started out well in our firms recent acquisition and helped us figure a lot of things early on. Their level of support and communication had been a master class in competence and followed through. Our expectations were exceeded with DelMorgan and their crew