Lula Financial

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95 3rd St
San Francisco, CA 94103
+1 (714) 743-4630
http://lulafinancial.com

Lula Financial is a San Francisco-based financial planning firm that caters to individuals and couples who dislike the idea of financial planning. They offer a range of services, including retirement planning, budgeting, home buying, tax guidance, and more, with transparent pricing and a fiduciary approach.

With a step-by-step approach, Lula Financial helps clients assess their current financial situation, determine their goals, and create a personalized plan to achieve them. By following their plan, clients can secure their financial future, while those who neglect it may face a less favorable outcome.

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Reviews

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5.041 reviews
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Brittany W.
5/15/2023

I specifically worked with Amie. 15/10 recommendation. The first time we spoke, around a year and a half ago, Amie (gently) turned me away and shared her free PDF as a resource to get a better...

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Dave M.
12/4/2024

I've known Amie for years as a performer, and after discovering they were also a professional financial adviser, I jumped at the chance to meet with them. I've worked the last 15 years as a...

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Mark P.
11/12/2023

My wife and I engaged Amie for financial planning help to get a sense of how far we are from retirement. We found her super nice to work with, but we also ended up feeling that the service she...

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Jessica R.
12/8/2022

We worked with Amie for 2 years, she handled everything from getting my partner and I aligned on financial goals to physically getting on the phone with financial institutions with me to help...

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Nebil A.
2/7/2023

I came to Lula looking for essentially a money manager (I was really green to personal finance at the time, I didn't even know what the proper name for it was). After a few talks with Amie, she...

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