My wife and I have had the pleasure of working with Marina Chen for over six months, and we can't recommend her enough. As a CPA and financial strategy planner, Marina goes above and beyond, offering proactive and thoughtful guidance while deeply understanding her clients' needs.

Our situation is complex, involving careers in tech, starting a business, owning rental properties, and navigating life with a young child with special needs. Marina has been instrumental in guiding us through everything from asset management and tax strategies to legal considerations around special needs trusts and long-term financial security.

Marina's commitment to ensuring we understood every decision was remarkable. She empowered us with knowledge, making us feel confident about our financial future. Thanks to her, we now have clear and intentional plans for managing our assets and setting our children up for success. Marina has become more than just a financial planner—she feels like part of our family.

George, Founder of Sail Vision Pro

Eight years ago, I met Marina over tea in San Francisco to discuss flowers for her wedding. After our conversation, I called a friend and said, “I just met someone very special.” I had no idea then just how true those words would be.

When Marina joined Dellables Floral Design, we were not functioning to our capacity. As a passionate artist, I poured my heart into creating beautiful floral designs, but I lacked the financial expertise to help my business thrive. Marina changed everything. She gave me hope when I needed it most, guiding us through difficult times with unwavering dedication. When COVID hit, the financial systems she put in place saved us, allowing us to secure the funding we needed to survive. Without Marina, I know in my heart we wouldn’t have made it.

Now years later Marina continues to put process in place to help our financial and operation success. We now look at our flower costs, labor costs etc. and work on improving them.

We now look at the long-term picture of our company and are constantly looking for ways to not only improve our bottom line but to also see how we can be of service to our community. This is something Marina believes deeply in.

We are now a financially and operationally strong company that with this strong foundation that Marina created will allow us to grow to heights I could not have imagined before she came on board.

 Marina is more than a financial advisor; she looks at all aspects of your business and looks at ways to improve not only the financials but the operational areas as well. I am amazed at how she is always looking for ways to run our business better.

 Like I said she is quite special and she would be a huge asset to any company

Della, Founder of Dellables Floral Design

Working with Glass Finances has been a game-changer for our business, and much of that is thanks to Marina, who has been absolutely fantastic throughout the entire process. She’s knowledgeable, responsive, and genuinely committed to helping clients find the best financing solutions.

 From our first conversation, Marina made everything clear and easy to understand. She guided me through options, answered every question with patience, and ensured that I felt confident every step of the way. Her attention to detail and professionalism made a typically stressful process feel smooth and straightforward.

 We couldn’t be happier with the support we received and highly recommend Glass Finances especially if you get the chance to work with Marina!

 Nicole, Owner TotumCO LLC

Keith Finley