Melanie Bettis

Melanie Bettis

Working with Dessy was very helpful! It was eye opening doing his exercises and realizing how much money we were spending each month on things we didn't really need (i.e. Door Dash). Working with Dessy allowed us to take a step back and prioritize what is most important for our future and create a plan to get there. Since our consultations, we have already taken steps to diversify away from our wealth manager, create a living will and STOP EATING SO MUCH DOOR DASH! I truly feel like this was what we needed to improve our long-term financial outlook. Thank you Dessy! I would highly recommend Change Agent Wealth to anyone who is seriously about setting themselves up for financial success.
Ying Palladino-Huang

Ying Palladino-Huang

We've had the great pleasure of working with Dessy to help get our finances in order and strongly recommend his services. His expertise and dedication are unparalleled, and we believe that this type of education should be a mandatory step for everyone, sooner rather than later. Dessy provided us with a comprehensive analysis of our current financial situation, followed by a personalized plan of action tailored to our unique needs. What we found most valuable of all was his ability to distill complex financial concepts into clear, actionable steps. His guidance was simple, yet powerful, empowering us to take control of our portfolio with manageable tasks and allowing us to feel confident in our financial future.
Scott Sawyer

Scott Sawyer

Dessy's expertise has been invaluable to us, especially during our home buying journey. His insightful projections showed us various scenarios spanning decades into the future, tailored to our purchase plans. This caused us to easily see how our home purchase would impact our wealth trajectory and retirement plans. He also provided us with easy steps to follow for both short and long term wins, which gave us confidence in managing our finances better. Dessy is personable and incredibly thorough - his clear explanations made navigating complex financial decisions a breeze. We're grateful for his guidance and highly recommend his services.
Tricia Quesada Sakai

Tricia Quesada Sakai

Inspired by his own financial journey, I recently reached out to Dessy for personal finance coaching, and the experience has truly been transformative. After just two sessions, I am already acting on my own personalized strategy with a deep understanding of why this approach suits me. His down-to-earth approach makes investing feel approachable and, dare I say, simple. The best part is that Dessy has provided me with a new perspective on my life and career trajectory – I even jokingly told him his insights are "better than therapy!" I now feel more confident that I can and will maintain financial clarity and am even closer to my life’s goals than I could have imagined. I simply cannot thank Dessy enough for showing me how to get here.
Sylvia Lam

Sylvia Lam

Working with Dessy has been an absolute game changer for our financial future. My husband and I were initially hesitant to work with a financial planner, considering ourselves relatively savvy in managing our finances. However, Dessy proved us wrong from the get-go. From the moment we started working together, we got immediate value -- to the point that I was making real-time changes to my portfolio on our calls! My husband and I don't always see eye to eye, but Dessy's guidance helped us find common ground and make decisions that were truly in our best interest. We have a specific goal of retiring when our daughter turned 18. Dessy not only mapped out a clear path to achieve it, but also showed that we could retire two years earlier than planned. In addition to retirement planning, Dessy also played a crucial role in helping us navigate critical decisions about our next home purchase, ensuring we made informed choices that aligned with our goals. Overall, working with Dessy has been an incredible experience. His knowledge, professionalism, and dedication have truly exceeded our expectations.
Dennis J.

Dennis J.

I recently had the pleasure of working with Dessy at Change Agent Wealth, and the experience was nothing short of exceptional. In a world where financial jargon can often feel like a foreign language, Dessy has a unique gift for simplifying complex topics and making financial planning and investing accessible to everyone, regardless of their prior knowledge. What truly sets Dessy apart is his genuine passion for educating his clients. He takes the time to listen to their individual goals and concerns, customizing his approach to ensure that they feel confident and comfortable with their financial decisions. Whether discussing retirement planning, investment strategies, or risk management, Dessy went above and beyond to provide clear, insightful guidance every step of the way. I also appreciate Dessy's commitment to transparency and integrity. He prioritizes honesty and integrity in all his dealings, ensuring that his clients are fully informed and empowered to make informed choices. This level of trustworthiness is truly invaluable in the financial industry, and it's something that Dessy exemplifies effortlessly. In conclusion, I cannot recommend Dessy and Change Agent Wealth highly enough. His expertise, communication skills, and genuine passion for helping others make him an absolute standout in his field. Thanks to his guidance, I now feel more confident and in control of my financial future, and for that, I am incredibly grateful. If you're looking for a financial coach who will not only simplify complex topics but also empower you to achieve your financial goals, look no further than Dessy John and Change Agent Wealth.
Joanne Dias

Joanne Dias

Dessy helped me take the overwhelming list of to-dos I had received from another financial advisor and break them down into bite sized steps. He was clear in his instructions, kept detailed notes with bullet points noting the to-dos for both myself and him, and followed up in a kind and not-nagging way (a very difficult balance to strike!) to ensure I stayed on track with the goals I articulated at the beginning of the process. He was also really encouraging at each step, and willing to answer my wildly varied questions as I tried to learn more about something that's intimidated me for a while. I'm much happier about the fact that my money is finally working for me and feel more confident about everything I've learned, but it will take a while before I'm willing to let Dessy go and self-manage. In the meantime, I've been very grateful for his support and advising and would highly recommend him to anyone who is interested in taking the steps in build out their long term financial outlook.
Melanie Bettis

Melanie Bettis

Working with Dessy was very helpful! It was eye opening doing his exercises and realizing how much money we were spending each month on things we didn't really need (i.e. Door Dash). Working with Dessy allowed us to take a step back and prioritize what is most important for our future and create a plan to get there. Since our consultations, we have already taken steps to diversify away from our wealth manager, create a living will and STOP EATING SO MUCH DOOR DASH! I truly feel like this was what we needed to improve our long-term financial outlook. Thank you Dessy! I would highly recommend Change Agent Wealth to anyone who is seriously about setting themselves up for financial success.
Ying Palladino-Huang

Ying Palladino-Huang

We've had the great pleasure of working with Dessy to help get our finances in order and strongly recommend his services. His expertise and dedication are unparalleled, and we believe that this type of education should be a mandatory step for everyone, sooner rather than later. Dessy provided us with a comprehensive analysis of our current financial situation, followed by a personalized plan of action tailored to our unique needs. What we found most valuable of all was his ability to distill complex financial concepts into clear, actionable steps. His guidance was simple, yet powerful, empowering us to take control of our portfolio with manageable tasks and allowing us to feel confident in our financial future.
Scott Sawyer

Scott Sawyer

Dessy's expertise has been invaluable to us, especially during our home buying journey. His insightful projections showed us various scenarios spanning decades into the future, tailored to our purchase plans. This caused us to easily see how our home purchase would impact our wealth trajectory and retirement plans. He also provided us with easy steps to follow for both short and long term wins, which gave us confidence in managing our finances better. Dessy is personable and incredibly thorough - his clear explanations made navigating complex financial decisions a breeze. We're grateful for his guidance and highly recommend his services.
Tricia Quesada Sakai

Tricia Quesada Sakai

Inspired by his own financial journey, I recently reached out to Dessy for personal finance coaching, and the experience has truly been transformative. After just two sessions, I am already acting on my own personalized strategy with a deep understanding of why this approach suits me. His down-to-earth approach makes investing feel approachable and, dare I say, simple. The best part is that Dessy has provided me with a new perspective on my life and career trajectory – I even jokingly told him his insights are "better than therapy!" I now feel more confident that I can and will maintain financial clarity and am even closer to my life’s goals than I could have imagined. I simply cannot thank Dessy enough for showing me how to get here.
Sylvia Lam

Sylvia Lam

Working with Dessy has been an absolute game changer for our financial future. My husband and I were initially hesitant to work with a financial planner, considering ourselves relatively savvy in managing our finances. However, Dessy proved us wrong from the get-go. From the moment we started working together, we got immediate value -- to the point that I was making real-time changes to my portfolio on our calls! My husband and I don't always see eye to eye, but Dessy's guidance helped us find common ground and make decisions that were truly in our best interest. We have a specific goal of retiring when our daughter turned 18. Dessy not only mapped out a clear path to achieve it, but also showed that we could retire two years earlier than planned. In addition to retirement planning, Dessy also played a crucial role in helping us navigate critical decisions about our next home purchase, ensuring we made informed choices that aligned with our goals. Overall, working with Dessy has been an incredible experience. His knowledge, professionalism, and dedication have truly exceeded our expectations.
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