We have assisted many families build strong money habits and simultaneously build wealth. We partner, coach and advise people on how to take control of their financial situation and offer customized financial solutions. We are unique in the sense that we are a 1 stop shop for all your financial needs. Please contact us for a free 1-hour consultation session.
“The comprehensive services and excellent customer skills of Sharif and his team has been invaluable to myself and my family over the years. They have helped us with all our financial needs. ”
Sharif has helped me building a rock solid retirement plan by coaching and encouraging me taking another brave step towards building my 3rd Asset class. I am so glad for taking advantage of the Tax Free investing bucket in addition to my state pension plan and my ROTH IRA.
Sharif is a financial wizard. He has encyclopedic knowledge of mortgage strategies, 401k, savings, planning large purchases and more. What I really love is he really puts in the time and effort and is extremely patient. I'm not the most financially savvy person but he always walks me through all my questions.
I have worked with Sharif over the years through many financial decisions and he has become my financial advisor through all my life stages in the last several years. I highly recommend him
They are Financial Adviser Heroes. As a person who's a chronic worrier, I am very happy to have met with and talked to both Sharif and Tej. They provided me with a super helpful game plan to tackle my debt that has accrued over the years (both through credit cards and student loans). We talked about first steps to take, which credit cards to handle, and tips on how to speak to creditors. They also provided me with information on steps to take for the future and more. This made me really happy and hopeful.
Although I'm reallyy new at handling my finances in a responsible manner, I can now say that I'm a little more at ease. I was feeling really alone and stressed out about how much debt I created and was scared I would never be able to enjoy a better lifestyle. They reassured me that there are others in a worse position than I am and that it's good to get advice earlier rather than later. There are so many people that are depressed about their position once they got out of college. It's honestly a breath of fresh air to talk to a professional. I feel so much more informed.
Thank you Sharif and Tej. I highly recommend contacting them if you're having financial troubles and have no idea what steps to take to get out of them.
Sharif is one of the best financial professionals in the Bay Area. He is extremely knowledgeable about Macro Economic trends and puts together an entire financial plan. He's not your typical adviser with a bunch of abbreviated titles after their name that sell you the same stock and bond market portfolio advice. That's like putting your money in the casino and hoping for it to grow. Sharif is more like a money coach and teaches you how to get out of debt and plan for multiple scenarios while building a strong financial foundation. His team is a one stop shop for retirement, investments, mortgage, and other financial needs. The first free hour is well worth your time. He gives people hope when others ask for a fee up front. I highly recommend Sharif!