Business Details
31 Years
experience
Your Trusted Partner for Real Estate & Financial Solutions
In Touch Financial Services has been dedicated to managing clients' assets for growth and creating lasting wealth for over 28 years. As a boutique firm, we specialize in providing personalized financial plans aligned with unique client goals, combining expertise in investment advisory, portfolio management, and financial planning. Our fiduciary approach prioritizes client interests through tailored strategies, supported by a team with decades of combined experience in real estate, mortgage lending, and wealth management. We serve individuals and businesses across the Bay Area, offering comprehensive solutions for life's major financial milestones. 
Services
Mortgage Lending
Real Estate Services
Portfolio Management
Financial Planning
Retirement Planning
College Funding
Estate Planning
Budget Analysis
Details
- Year established: 1995
Highlights and features
- We offer 28+ years of combined experience in financial services and real estate
- Our fiduciary approach prioritizes client interests in all financial decisions
- We provide integrated solutions across real estate, mortgage, and wealth management
- Our team includes licensed professionals with specialized industry certifications
- We maintain long-term client relationships through personalized service and transparency
What people say
Exceptional service
Knowledgeable team
Smooth process
Personalized solutions
Professional guidance
Services
Mortgage Lending
Our mortgage lending services provide comprehensive financing solutions for home purchases, refinancing, and commercial properties. With relationships across multiple lenders, we offer competitive rates and tailored loan programs. Our experienced advisors guide clients through every step from pre-approval to closing, ensuring transparent communication and stress-free transactions while meeting individual financial needs.
Real Estate Services
We offer full-service real estate solutions for buying and selling residential properties across the Bay Area. Our agents provide market expertise, professional representation, and strategic guidance throughout transactions. From first-time homebuyers to luxury property sales, we deliver personalized service focused on achieving optimal outcomes for every client's unique situation.
Portfolio Management
Our portfolio management services create customized investment strategies aligned with individual financial goals. As fiduciaries, we construct diversified portfolios considering risk tolerance and market conditions. We continuously monitor and adjust investments to optimize growth potential while maintaining transparency and accountability to client objectives.
Financial Planning
We develop comprehensive financial plans addressing retirement, college funding, estate planning, and tax strategies. Our approach considers current financial status and long-term objectives to create actionable roadmaps. We help clients navigate complex financial decisions with confidence through ongoing guidance and regular plan updates.
Retirement Planning
Our retirement planning services focus on creating sustainable income strategies and optimizing savings vehicles. We analyze current assets, projected needs, and tax implications to develop personalized retirement timelines. We help clients transition smoothly into retirement while maintaining financial security through market fluctuations.
People
Vanessa A. Donaville
Chief Executive Officer
Vanessa founded In Touch Financial Services in 1995 after working at major financial institutions. With over $50 million in assets managed, she combines real estate broker and mortgage lending expertise to lead the firm's strategic direction while maintaining fiduciary responsibility to clients.
Rodney Kearney
Director of Mortgage Lending
Rodney brings 25+ years of mortgage lending experience, including roles at Countrywide Home Loans. He specializes in residential financing solutions and holds multiple industry certifications. His expertise ensures clients receive optimal mortgage products through extensive lender relationships.
Kaku Ishikawa Weathersby
Realtor
Kaku offers 18+ years of real estate experience, having worked with Coldwell Banker before joining In Touch. She specializes in first-time buyer programs and relocation services, providing personalized guidance through complex transactions while maintaining a family-oriented client approach.
Lesley Stewart
Home Loan Advisor
Lesley combines real estate brokerage with mortgage expertise, holding an MBA in Finance. She specializes in first-time homebuyer programs and serves on housing development boards, bringing both academic and practical knowledge to client mortgage solutions.
Chamayne R. Pierce
Realtor
Chamayne has served Bay Area real estate clients since 2008, leveraging prior underwriting experience. With dual degrees in hospitality and human resources, she focuses on client education and market analysis to deliver informed real estate decision-making.
Questions
What services does In Touch Financial Services offer?
We provide integrated real estate, mortgage lending, portfolio management, and financial planning services tailored to individual and business client needs.
How do you personalize financial plans for clients?
We conduct comprehensive assessments of financial goals, risk tolerance, and market conditions to create customized investment and wealth management strategies.
What areas do you serve?
We primarily serve the San Francisco Bay Area, including Oakland, Berkeley, Emeryville, San Leandro, Hayward, Richmond, and Pinole.
What mortgage options are available?
We offer purchase loans, refinance options, and commercial lending programs through relationships with multiple lenders to find optimal financing solutions.
How does your investment approach differ from others?
As fiduciaries, we construct diversified portfolios focused on long-term growth while maintaining transparency and prioritizing client interests above all.
Reviews (1)
Juanita Fleming
Dec 02, 2020
Report
Critical:Professionalism,Quality,Responsiveness
Fake site. No actual listings. Purely built to solicit attention not meant for people seeking homes
Fake site. No actual listings. Purely built to solicit attention not meant for people seeking homes
