Modern Financial Planning - Oakland, California

VIDAUR D.

I have been working with Bryan Hasling, CFP, for a few years now, and it has been nothing less than spectacular. Bryan and his team came as a referral from a close, trusted from college, and he has been an invaluable counsel, advisor, and friend since then.

Bryan and his team are studied and knowledgeable; and the plans and insights they have shared have been meticulous in detail yet practical and applicable. Most importantly, it is evident that Bryan and his team are wholeheartedly dedicated to providing their clients the best service and tools for their financial planning.

Bryan and his team have given me peace of mind when it comes to my financial planning and future, and I would highly recommend Modern Financial Planning to others looking for the same.

Thomas O.

Mike is a consummate professional. He has a genuine interest in his clients needs and is not afraid to challenge them to take control of their finances. Mike is clearly a student of wealth management and takes his craft very seriously with an emphasis on continuing to build personal equity. We are going on 5+ years working together after Mike initially helped me with an inherited IRA and now helps me annually with various strategies like back door Roth’s. He is always making recommendations about insurance, debt consolidation and future planning. I sleep better at night knowing that my family’s finances are being watched over by Mike Troxell!

Kalee G.

Working with Modern Financial Planning has been an absolute game changer for us financially. MFP’s holistic approach helped us think through strategies for managing not only our investments, savings, and assets, but also our insurance — and how all of it evolves over time with changes to our goals. The peace of mind and money confidence we have now is invaluable. Every check-in meeting is organized, intentional, and thought-provoking. If you’re on the fence about whether to hire a financial planner, I promise it’s worth it, and that MFP is the very best out there.

Jake H.

MFP has been an invaluable resource for me in working toward and planning for my future. I have become accustomed to running any major financial decision past Mike, and I would have it no other way. Advice is crisp, clear and always to the point. I am never lost when talking with Mike! I agree with other reviews in saying I can rest easy knowing MFP has a say in my financial future

C. M. H.

Mike is knowledgeable, professional, articulate, and responsive. He conducted a financial review for me and my husband and helped answer all our major questions about how to meet our long-term financial goals. His review was thorough, tailored to our needs, and yielded immediately-applicable results to boost our financial health. We learned so much from him! Thank you, Mike!

Thomas S.

MFP has been a pleasure to work with. I always get a thorough and prompt response from Mike. I'm looking forward to continuing our relationship and I am glad that I found a financial planner that is passionate about his craft.

David L.

I love talking with Mike about finances. He has a unique way of looking at money that many people overlook. If you want to set yourself up to be in a good financial position, I highly recommend consulting with Mike.

Brian B.

Establishing a relationship with Modern Financial has been invaluable to my financial goals. Mike Troxell, founder of Modern Financial, is tremendously knowledgeable, an expert in his field and provides best in class client support and advising. Modern Financial’s individualized client-centric approach is very refreshing and leaves no doubt that you’re financial goals are well within reach. Finances aside, Mike is an honest, genuine guy & has created a firm that truly cares about each client.