3 Best Financial Services in San Francisco, CA

We have known Alex Caswell for> 5 years. He is an excellent financial consultant as he always has the clients best interest at heart. In addition, Alex is always trying to improve the service he provides us by obtaining additional certifications that may help him and his staff better take care of our financial needs. We have always felt comfortable with the advice Alex provides us. At no time does he pressure us to make specific investments. He always finds a way to work out what is in our best interest. RHS is fortunate to have someone like Alex working in the company.

Alex has routinely, patiently, and expertly helped me navigate the financial complexities of most challenging aspects of my life — the great and the not so great — with understanding and care. I’m thankful he’s in my corner.

We've used RHS now for over a year, and are happy with the personalized financial planning and advice given. Their services are just what we need at this point in our financial lives.

Working with Rick's team at Financial Zen has far exceeded my expectations in every way! Before selecting Rick, I talked with 10+ financial advisors, and no one came close to the quality and value he offers. I just finished Financial Zen's six-month onboarding program, in which Rick and his team helped me transform my finances from sorta disorganized to 100% streamlined. As an operations and UX professional, I am a harsh judge of customer experience, but I have only effusively positive things to say about Rick's approach to working with clients. He visibly cares about creating a top-quality, high-ROI client experience — and it shows in every aspect of his work. In the time I've worked with Rick, he's also been building out his team and has ensured that every member of Financial Zen delivers the same level of excellence. Beyond getting clear on my cash flow and streamlining my financial accounts, Rick's program includes tasks that other advisors considered out of scope (or would charge extra for), like auditing my insurance, reviewing tax returns, and jointly working with an estate lawyer. He has thoroughly and thoughtfully designed every aspect of his program, like having comprehensive to-dos managed through a Monday dashboard, plus weekly modules complete with helpful videos and a workbook. In addition to the program's standard curriculum, Rick has enthusiastically worked with me to address bespoke topics and to-do's for embarking on creating a solopreneur business.

Rick is easily the best financial planner/advisor/guru you can work with. In my first month working with Rick, I did more for my personal finances than I had done... ever. Not only does he have the knowledge, but the skills and personality to teach you (and get it to stick) the things to make you the zen master of your own financial journey. I can't thank Rick enough for helping us make sense of our ever changing financial opportunities and I highly recommend him to anyone looking to get more control and peace of mind over where they are going financially!

Rick's Financial Zen program is the best one out there if you want your financial house in order! My fiancé and I went through the foundation program and really acquired the confidence for our future with Rick's help. He's been so responsive and engaging throughout the process, introduced us to his resourceful network and setting us up for success. We really like his energy right off the bat and we are happy Financial Zen members that will stick around.