Marin Wealth Advisors LLC Oakland - Oakland (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.

Erendira Reyes Fidel and his team are absolutely awesome! They are true home mortgage experts who always put their clients first. As a first-time home buyer, I had so many questions, and they were always open, patient, and willing to explain every step of the process. Their guidance made what could have been a stressful experience feel smooth and straightforward. I truly felt supported from start to finish, and I couldn’t have asked for a better team to work with. A top-tier experience all around!