Aware Financial

Being just two years from retirement, I needed confirmation that our retirement investments would meet our future income needs. Hervin demonstrated exceptional skill in analyzing our various investment streams in the most tax-efficient way possible and provided the reassurance I needed. His friendly personality and approachable manner put us at ease from our first meeting. He generously shares his wealth of knowledge and experience and his passion for his clients' financial well-being is obvious as he explains various financial options. I highly recommend Hervin Pesa for retirement planning advice.

We met with Hervin initially in late June and were very impressed with his financial knowledge/skills. We purposely went with a "Fee For Service" advisor as we were not interested in being "sold" products, but rather receive a non-biased review of our finances and future plans. From our first meeting the advice that Hervin provided us, more then paid for the fees charged. Our only regret is that we waited until we were almost retired before consulting him. Hervin was a pleasure to work with and we look forward to managing our plans with him in the future.

We recently met with Hervin and were extremely happy with the service he provided in completing our retirement plan. He has a broad knowledge of all things related to financial planning, and provided us with a comprehensive and detailed plan for our retirement finances. He was a pleasure to work with throughout the process and I highly recommend booking an initial consultation with him where he will go over in detail the services he provides. Thanks Hervin!

We recently had a consultation with Hervin Pesa and were incredibly impressed! He has a wealth of financial knowledge and was able to answer all of our questions and concerns about our finances and future plans with my fiance. Hervin was also very easy to talk to, which made the whole process feel relaxed and comfortable. We felt like he truly listened to our goals and didn't pressure us into anything. If you're looking for a financial advisor who is knowledgeable, approachable, and puts your needs first, then Hervin is the perfect choice!

We initially made contact with Hervin to help us make decisions about whether or not we could retire; we wondered, did we have enough money put away? Little did we know that Hervin would provide us with the answer to that question and much much more. He very skillfully listened to us and was able to create a realistic and understandable model for a successful retirement. Hervin has an exceptional ability to hone in on what your personal values are and can quickly translate that into viable economic solutions to support your values. I have recommended Hervin's service to my friends and will continue to do so.

My wife and I met with several professionals, but Hervin truly stood out. Right from our initial meeting, Hervin showed a genuine commitment to understanding our unique financial situation and family goals. Unlike other planners, he delved into aspects of our lives and aspirations that we hadn't considered ourselves, steering clear of a one-size-fits-all retirement timeline. As a young couple, we were looking for this. Hervin's ability to grasp our distinct financial objectives was evident, and by our second meeting, he presented a comprehensive plan tailored to meet each of our goals. Importantly, he remained open to feedback and adjustments as our circumstances evolved, demonstrating a willingness to adapt the plan accordingly. Accessibility was a key aspect of Hervin's service – always available to address our queries or provide insights on specific financial matters. The reasonable and well-structured fee further highlighted the value of his expert guidance. For the first time in a while, I felt a sense of reassurance about our family's financial future, thanks to Hervin's dedication and personalized approach. Initiating our financial journey with excitement, I appreciated the thorough process that left us well-equipped. While Hervin's services provided everything we needed within the service period, we will retain his expertise annually to ensure continued financial success. I highly recommend setting up an initial meeting with Hervin; his diligence and commitment will make a noticeable difference in your financial outlook.

We just finished a 1hour free consultation with Hervin Pesa. In this hour he spent time getting to know us as well as our financial situation. He was mostly concerned with the advice he could give us NOW, than with setting us up for future paid consultation services. Hervin challenged my assumptions on saving and planning for mine and my family's future. He opened my eyes to what seemed like simple obvious facts that I had never considered. But before doing all that, he gave me assurances that what I've done financially up to this point have placed our family in a good position for the future. His assurances made me feel comfortable about our financial decisions so far and alleviated stress and fear for the future. Thank you, Hervin. I will definitely recommend you to everyone!