Modern Financial Planning - Oakland (CA)

Angela Poncetta Natasha in the office is absolutely wonderful! She is always very prompt and professional, and they make the process easy. Thank you, Natasha!

Annabell Garcia Neuer Luis Rosa is the absolute best financial advisor ever!!! I have been a client of his for 14 years. He has taught me so much about saving, investing and building my financial future. A huge part of my financial success is due to Luis’ guidance and great knowledge. I wouldn’t trust anyone else with my money other than Luis. He looks out for my best interests and guides me accordingly. He is always so easy to talk to and has helped me through these very difficult financial ups and downs. I plan on being a life long client of Luis. Give Luis a chance. I’m very sure you and your bank account will be happy!!!

Rosario & Eddie Guadiana Technically, Im first.

Victor Diego They are honest people.