Ohana Wealth Mangaement - Monterey (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.

Kalia Mitchell-Silbaugh I can’t speak highly enough of the customer service I have received from the staff at the Monterey Fidelity branch. They have been readily available to help me with a variety of requests and have consistently gone above and beyond to provide expedited service. They are kind, helpful, patient, and welcoming. I particularly want to thank Aaron for spending over 45 minutes on the phone with me to answer all of my questions and support with document verification - he stayed on the phone with me until he was sure my request was fully resolved and that I had all the information I needed, and followed up to provide me with additional resources.

Charlotte I’ve been with first command for 5 years in 3 different duty stations. Chalitda is by far the best advisor I’ve had. She truly cares about her clients and it shows with the time and energy she has put into helping me on my path to reach financial freedom. I didn’t grow up with financial security and I was not well educated on finances coming into the Navy, but Chalitda has helped fill in those gaps with white board drawings and many repeated explanations until I truly understood. This location has monthly events such as “puppies & pints” and “paint & sips” that help build community and they typically offer “lunch & learn” sessions to continue to build financial knowledge which have been great for my friends and I to attend.