Intelligence Driven Advisers, Carlsbad CA

I have been very satisfied with my experience at IDA. My financial advisor, Thomas Ohanesain, provides a comprehensive review of my portfolio, discusses long term objectives, and is always available to answer my questions. I feel comfortable with and confident in my investment strategy.

I have had the pleasure of working with David Reyes from I. D. A Wealth Management, and I couldn't be more impressed with his professionalism and genuine care for his clients. David is not only knowledgeable and experienced in financial planning, but his kindness and personable nature truly set him apart.

From the very beginning, David made me feel comfortable and valued as a client. He took the time to understand my financial goals and tailored a comprehensive plan to help me achieve them. What struck me the most was his ability to explain complex financial concepts in a way that was easy to understand, making me feel confident in the decisions we made together.

David's kindness and personability are evident in every interaction. He actively listens to my concerns and takes the time to address them thoroughly and thoughtfully. He genuinely cares about my financial well-being and goes above and beyond to ensure that I am well-informed and empowered to make the best decisions for my future.

Thomas O.and IDA are always helpful, timely, and give great financial advice. Would recommended to anyone!

I can’t say enough good things about working with Thomas and the IDA team for the past 4 years. He has always gone above and beyond to make sure all my financial questions were answered in a detailed, timely manner. He built an entire financial plan that included a full analysis of my company 401 (k) and various employee stock plans. I feel so much better now that I have a detailed plan in place, and the pressure of making the right decision alone is gone. I wouldn’t hesitate to send anyone his way because I am confident their team will take great care of them!

Myself and my family members have been a client of IDA for many years and always appreciate the level of excellent service we receive. We just recently transferred a define benefit program to David and Jason and the transition was so smooth and seamless. We also enjoy our quarterly meetings and making sure we on track for our retirement.

Excellent company, excellent service and excellent people. I highly recommend their company and services.

We have been with IDA for four years and we really trust and appreciate their work to manage our finances for us.

Always focused on my objectives and goals, this firm has served me - and my parents before me - with the utmost professionalism and investment success. My ability to accomplish my goals is the result, in large part, of the prudent and thoughtful advice of my Intelligence Driven Advisers' team.

I have been working with Jason/IDA since he started his own business in 2005. Jason is an innovative, seasoned financial advisor offering successful investment strategies - outside the norm all while providing the personal attention each investor requires. Thank you Jason, IDA and staff.

Alex and his staff are knowledgeable, professional and empathic and have great communication skills and tools.

We just completed a significant meeting focused on refining our post retirements plan. Was happy to see pre-work prepared from the IDA group as well as collaborative comprehensive discussions. The interaction drove follow up which was completed quickly and communicated. We like the engagement as well as the width of knowledge and investment offerings we receive with IDA. It is comforting to have confidence with our planned retirement. Thank you Jason and the team.

Everyone needs a trusted financial advisor and money management services. My wife and I have been working with Rob Patterson at IDA for years and I can wholeheartedly recommend him!

Trust is the key word in our relationship. He's professional, knowledgeable and takes the time to get to know us and our goals.

Rob helped us put together a baseline plan for retirement, college funding and the lifestyle we desire. We review it regularly in what feels more like a social visit and consult Rob with everything new going on in our life to make sure we're staying on track, not panicking, and making adjustments. The net result? Total peace of mind! That's priceless to me!

Thank you Rob and IDA!