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Essence Wealth & Insurance Services profile image
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Essence Wealth & Insurance Services

Santa Clara

We offer comprehensive financial planning, cash flow analysis, investments, insurance, retirement planning, education funding, tax planning, financial decision making, such as buying/selling houses, moving, job changing, etc.

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Hear from
a professional

What do you love most about your job?

Helping people with their financial concerns and achieving financial goals.

What inspired you to start your own business?

I wanted to be become an independent financial advisor so that my advice is unbiased and uninfluenced by the large coporation’s incentives and limitations.

Why should our clients choose you?

You will not find another advisor think the way I do. It’s not just because of my 18 years experience in practice but also how my mindset is. I see things differently when it comes to the philosophy of financial planning and life in general. I believe everything happens for a reason that nothing is random. The moment you found me on this site there was already a connection between me and you before we even realized it. This connection will affect both of us on a small or large scale now or sometime in the future. It could be professionally or personally. And I believe all events that have happened to us are postive. There are no unfortunate events. They are just lessons we need to learn to get what we want in life. Why am I telling you this which you might think has nothing to do with money? Well think again, I’m sure you want to work with someone that not only understands money and finance but also how this person’s thought process is like. A person's mindset will dictate what he/she does personally and professionally. Don’t you want a person who advises you what to do with your money has an integrity and creativity? I’ll let you be the judge of that after reading this message. If it’s meant to be we will work together.

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Example requests

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Which service(s) do you require?

Investment advice

What is your approximate annual income before tax?

$80,000 or more

What is the status of your main residence?

Rented

What is the approximate value of your main residence?

Prefer not to say

What is the approximate value of your cash savings and other investments?

$1,000 to $4,999

Which service(s) do you require?

Retirement planning e.g. Pensions or Annuities, Investment advice

What is your approximate annual income before tax?

$80,000 or more

What is the status of your main residence?

Rented

What is the approximate value of your main residence?

I don't know

What is the approximate value of your cash savings and other investments?

$100,000 or more

Which service(s) do you require?

Investment advice

What is your approximate annual income before tax?

$30,000 to $49,999

What is the status of your main residence?

Owned outright

What is the approximate value of your main residence?

$100k to $199k

What is the approximate value of your cash savings and other investments?

$100,000 or more

Which service(s) do you require?

Retirement planning e.g. Pensions or Annuities

What is your approximate annual income before tax?

$80,000 or more

What is the status of your main residence?

Owned with a mortgage

What is the approximate value of your main residence?

$500k or more

What is the approximate value of your cash savings and other investments?

$100,000 or more

Which service(s) do you require?

Retirement planning e.g. Pensions or Annuities, Investment advice

What is your approximate annual income before tax?

$50,000 to $79,999

What is the status of your main residence?

Rented

What is the approximate value of your main residence?

I don't know

What is the approximate value of your cash savings and other investments?

$20,000 to $29,999

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Reviews

4.93/5.00

based on 717 reviews

The average rating for Bark Independent Financial Advisors is 4.93, based on 717 reviews.

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