Scalisi & Bernazzani Financial Services

Financial Planning

We are a Fee-for-Service Financial Planning practice. We don't have associations with brokerage houses, banks or other financial institutions so that we can provide you with clear and unbiased advice. Removing the conflicts of interest allow you to focus on making your plan successful. We have a pragmatic approach, provide easy to use solutions to everyday financial questions. We believe in Financial Literacy and Empowering Individuals and Families with their money. We have an excellent track record of success.

We know the UC and Kaiser systems particularly well and specialize in physicians & health care practitioners. We also are well versed in stock options and work often with Valley professionals. We have specialized knowledge in real estate and investments. Read more

4 recommendations

  •  
    daniel butler

    Shared on goo.gl

    Brandi has been helping us pull our finances together (marriage is COMPLICATED!), and that's been very very good; but Vincenzo has elevated this from 4 stars to 5. He thoroughly decrypted some unique weirdness about our property's title, figured out a solution, and took us through it. Success, and a substantial increase in net worth, have followed. Did I mention, more and better options for managing our property in the future? That too.

    Original recommendation
  •  
    Bob B.

    Shared on yelp.com

    Vincenzo is the best mortgage broker I have had the pleasure to work with. He worked out fairly complex mortgage issues and got me a better result than any other alternatives. More importantly, he is very professional, efficient, personable and always available. Amazing level of service and results. I am truly happy I found Vincenzo through Yelp. Highly recommended.

    Original recommendation
  •  
    Isabelle G.

    Shared on yelp.com

    Vincenzo Scalisi is a wonderful mortgage broker: professional, efficient and always available. He is a true pleasure to work with and very well connected in the mortgage industry. I highly recommend him.

    Original recommendation
  •  
    Karl H.

    Shared on yelp.com

    ... His attention to detail is excellent, and he sets realistic expectations for how long things will take.

    We loved that almost all formal document exchanges with him could be done via an SMS message followed by putting something into Dropbox. We never exchanged faxes or pieces of paper, and Vincenzo often worked well outside office hours to complete tasks.

    ... Did I mention that he's also charming? We felt very well looked after by him.

    Original recommendation