M&M Wealth Associates - Santa Ana (CA)

Julia Sherburne I cannot say enough good things about working with Chalitda Hughes. Over the years we worked with a number of First Command advisors and felt like we were doing good things for our financial future, but we didnt have a good picture of everything we could be doing. Then we got matched with Chalitda and now I feel so confident that we are doing everything we can to prepare for worst case and best case scenarios for life while were young and for retirement. She is a dream to work with. She loves what she does. She gives amazing advice. And she really likes to see that her clients are set to meet all of their goals. My advice - Dont sleep on the opportunity to have her as your advisor while youre in Monterey.

Tana Ching Ive seen Colisa a few times now and gotten great advice about being a sole proprietor and tax situations based on the changing laws. She can help you plan for big ticket items, unravel tax issues and get you ready for the new year. She is gentle, does her research and specializes in tax resolution. Shell take care of you!