Business Details
31 Years
experience
Personalized Financial Solutions in Oakland, CA
In Touch Financial Services is a boutique firm dedicated to providing personalized financial solutions for individuals and small businesses. With over 28 years of experience, we specialize in investment advisory services, portfolio management, and comprehensive financial planning tailored to each client's unique goals. Our fiduciary approach prioritizes client interests through customized strategies for retirement, college planning, and wealth preservation. The firm integrates residential real estate and mortgage lending services to offer holistic financial guidance.Our team of seasoned professionals combines advanced degrees, industry certifications, and decades of experience to deliver actionable insights and long-term value. We maintain deep expertise in estate planning, tax strategies, and intergenerational wealth transfer while emphasizing transparency and ethical standards. Our commitment to personalized service extends to budget analysis, life insurance optimization, and home purchase planning, ensuring clients receive coordinated solutions across all financial aspects.
Services
Mortgage Lending
Real Estate Services
Portfolio Management
Financial Planning
Retirement Planning
College Planning
Budget Analysis
Life Insurance Analysis
Investment Advisory
Estate Planning
Details
- Year established: 1995
Highlights and features
- We have over 28 years of experience in financial services and real estate.
- Our team provides personalized financial plans tailored to your specific goals.
- We operate as a fiduciary, legally obligated to act in your best interests.
- Our advisors hold advanced degrees and industry certifications in finance.
- We offer integrated real estate, mortgage, and investment services under one roof.
What people say
Experienced team
Personalized financial plans
Successful outcomes
Dedicated service
Trusted advisors
Services
Mortgage Lending
Our mortgage lending services provide comprehensive solutions for home purchase and refinancing needs. With relationships across multiple lenders, we offer competitive rates and tailored loan programs for first-time buyers, investors, and commercial clients. Our experienced advisors guide borrowers through every stage from pre-approval to closing, ensuring transparent communication and stress-free transactions while maintaining strict compliance with regulatory standards.
Financial Planning
We create customized financial plans addressing retirement, college funding, and wealth preservation strategies. Our fiduciary advisors analyze cash flow, risk management, and tax-efficient investment approaches while providing ongoing portfolio adjustments. Services include estate planning coordination, insurance analysis, and intergenerational wealth transfer strategies to help clients achieve both short-term and long-term financial objectives.
Real Estate Services
Our real estate agents specialize in residential transactions across the Bay Area. We provide market analysis, pricing strategies, and negotiation expertise for home sellers while assisting buyers with property selection and financing options. The team offers relocation support, first-time buyer guidance, and investment property counseling with a focus on client education throughout the entire transaction process.
Portfolio Management
We offer personalized portfolio management tailored to individual risk tolerance and financial goals. Our approach combines diversified asset allocation with ongoing performance monitoring across equities, fixed income, and alternative investments. Clients receive regular reporting and strategy adjustments while maintaining full transparency about fees, investment rationale, and market positioning.
Retirement Planning
Our retirement planning services focus on creating sustainable income streams and tax-efficient withdrawal strategies. We coordinate with Social Security optimization, pension planning, and required minimum distribution management. The process includes cash flow modeling, risk management assessment, and estate planning integration to ensure financial security throughout retirement years.
People
Vanessa A. Donaville
Chief Executive Officer
Vanessa founded In Touch Financial Services in 1995 after working at major financial institutions. She holds a BS in Business and Marketing from SF State University and manages over $50M in assets. A licensed real estate broker and mortgage professional, she was featured in Black Enterprise magazine and brings 28+ years of investment advisory experience.
Rodney Kearney
Director of Mortgage Lending
Rodney has 25+ years in real estate finance, including roles at Countrywide Home Loans and First Magnus Financial. He holds a BS in Political Science from UCLA and possesses multiple industry certifications. His expertise includes mortgage product selection, underwriting standards, and financing education for real estate professionals.
Kaku Weathersby
Realtor
Kaku brings extensive Bay Area real estate experience from Coldwell Banker, specializing in first-time buyer programs and relocation services. She focuses on client education and personalized support throughout transactions, leveraging deep market knowledge to achieve optimal outcomes for home sellers and buyers.
Lesley Stewart
Home Loan Advisor
Lesley holds an MBA from UOPX and combines teaching experience with practical mortgage expertise. She specializes in first-time homebuyer programs and investment property financing while serving on multiple community housing boards. Her approach emphasizes financial education and long-term client relationships.
Chamayne Pierce
Realtor
Chamayne has served Bay Area real estate clients since 2008, combining hospitality management and HR expertise with property transactions. She focuses on client education about mortgage options and market conditions, ensuring informed decision-making through personalized guidance and comprehensive market analysis.
Questions
What financial services do you offer besides investment management?
We provide integrated mortgage lending, real estate services, retirement planning, college funding strategies, and estate planning coordination alongside our investment management services.
How do you determine the right mortgage for first-time buyers?
Our advisors analyze your financial situation, discuss homeownership goals, and compare loan programs from multiple lenders to find the most suitable mortgage option with competitive terms.
Can you help with both buying and selling real estate?
Yes, our real estate team assists with property purchases, sales, and investment strategies across the Bay Area, providing market analysis and transaction support for both buyers and sellers.
What areas do you serve for local real estate transactions?
We specialize in Oakland, Berkeley, Emeryville, San Leandro, Hayward, Richmond, and Pinole areas, offering deep local market knowledge for residential real estate transactions.
How does your fiduciary responsibility affect client relationships?
As fiduciaries, we're legally obligated to prioritize client interests in all recommendations, ensuring transparent advice and solutions that align with your specific financial goals.
Do you work with clients outside the Bay Area?
While our physical office serves the Bay Area, we provide financial planning and investment advisory services to clients across California and through virtual consultations nationwide.
