Business Details
31 Years
experience
Your Trusted Financial Partner in San Francisco
In Touch Financial Services is a boutique firm dedicated to providing personalized financial solutions for individuals and small businesses. With over 30 years of combined experience, our team specializes in Investment Advisory Services, Portfolio Management, and Financial Planning tailored to life stages, including home purchases, college, and retirement planning. As fiduciaries, we prioritize client interests, crafting unique strategies to preserve and grow wealth.Our integrated approach combines real estate, mortgage lending, and investment expertise to guide clients through major financial decisions. We emphasize transparency, education, and long-term relationships, ensuring clients feel confident and supported in achieving their financial goals.
Services
Mortgage Lending
Residential Real Estate
Portfolio Management
Financial Planning
Retirement Planning
Details
- Year established: 1995
Highlights and features
- We offer personalized financial strategies tailored to your unique goals.
- Our team has 30+ years of combined experience in finance and real estate.
- As fiduciaries, we prioritize your interests in every decision.
- Integrated services cover real estate, mortgages, and wealth management.
- We specialize in long-term financial planning for life's major milestones.
What people say
Personalized guidance
Stress-free process
Market expertise
Long-term relationships
Educational approach
Services
Mortgage Lending
Our mortgage lending services guide clients through home purchase or refinance processes with personalized loan programs. We offer competitive rates, pre-approval assistance, and access to multiple lenders. Our advisors simplify complex financing to reduce stress and ensure favorable terms for first-time buyers or seasoned investors.
Residential Real Estate
We provide expert representation for buying or selling homes with market knowledge and professional guidance. Our agents assist with pricing strategy, negotiations, and transaction management. Clients benefit from local expertise in Bay Area neighborhoods and a stress-free experience from listing to closing.
Portfolio Management
We create customized investment portfolios aligned with individual financial goals and risk tolerance. Our fiduciary approach prioritizes diversification and long-term growth. Regular monitoring ensures strategies adapt to changing market conditions while maintaining focus on client objectives.
Financial Planning
We develop comprehensive plans addressing retirement, college funding, and estate strategies tailored to client needs. Our process includes cash flow analysis, tax-efficient solutions, and risk management. We educate clients to make informed decisions about their financial future.
Retirement Planning
We design retirement strategies focusing on income sustainability, tax optimization, and legacy preservation. Services include Social Security analysis, withdrawal planning, and portfolio adjustments. Our goal is to ensure financial confidence during retirement while adapting to evolving life circumstances.
People
Vanessa A. Donaville
Chief Executive Officer
Vanessa founded In Touch Financial Services in 1995 after working at major financial firms. She manages $50M+ in assets and holds licenses in real estate and mortgage lending. Her client-first approach emphasizes long-term investment education and personalized service.
Rodney Kearney
Director of Mortgage Lending
With 25+ years in real estate finance, Rodney specializes in mortgage solutions for homebuyers. He holds industry certifications and previously administered a veterans' housing nonprofit. His expertise includes loan program diversity and client education.
Kaku Weathersby
Realtor
Kaku brings 18+ years of real estate experience, focusing on first-time buyers and relocation clients. She emphasizes client advocacy and transparent communication. Her background with Coldwell Banker ensures market expertise and transactional efficiency.
Lesley Stewart
Home Loan Advisor
Lesley specializes in first-time homebuyer programs and mortgage education. She combines teaching experience with real estate investment knowledge. Her approach focuses on budgeting strategies and accessible homeownership solutions.
Chamayne R. Pierce
Realtor
Chamayne offers 14+ years of Bay Area real estate expertise, emphasizing client education about mortgage options. Her background in underwriting provides unique insights into financing challenges and market navigation.
Questions
What financial services do you offer?
We provide mortgage lending, real estate, portfolio management, retirement planning, and comprehensive financial planning tailored to individual goals.
Are you fiduciaries?
Yes, we act as fiduciaries, legally obligated to prioritize your financial interests in all advisory services.
How do you personalize financial plans?
We conduct detailed consultations to understand your unique goals, risk tolerance, and life circumstances before creating customized strategies.
What Bay Area locations do you serve?
We specialize in Oakland, Berkeley, San Leandro, Hayward, Richmond, and surrounding Bay Area communities.
Can you help first-time homebuyers?
Yes, our mortgage advisors specialize in first-time homebuyer programs and down payment assistance options.
