Business Details
31 Years
experience
Your Trusted Financial and Real Estate Partner in Oakland
In Touch Financial Services is a boutique firm dedicated to providing personalized financial advisory, portfolio management, and residential real estate services. With over 28 years of experience, our team prioritizes client needs through tailored financial strategies, emphasizing long-term wealth growth and fiduciary responsibility. We specialize in mortgage lending, investment advisory, and real estate transactions, leveraging deep market knowledge to guide clients through critical financial decisions.Our approach combines active listening, customized portfolio construction, and comprehensive financial planning to address individual goals across life stages. As industry veterans, we maintain strong relationships with multiple lenders and emphasize transparency, ethical practices, and client education throughout every service interaction.
Services
Mortgage Lending
Real Estate Services
Portfolio Management
Financial Planning
Investment Advisory
Details
- Year established: 1995
Highlights and features
- We offer 28+ years of combined experience in financial and real estate services
- Our fiduciary approach prioritizes client interests in all financial decisions
- We provide integrated solutions across mortgage lending, investments, and real estate
- Our team maintains relationships with multiple lenders for competitive options
- We develop personalized financial plans tailored to individual life stages and goals
What people say
Personalized service
Industry expertise
Successful transactions
Experienced team
Stress-free process
Services
Mortgage Lending
Our mortgage lending services connect borrowers with tailored financing solutions through experienced advisors. We guide clients from pre-qualification to closing, helping determine optimal loan amounts, interest rates, and documentation requirements. With relationships across multiple lenders, we provide access to diverse mortgage products and competitive terms. Our team specializes in first-time homebuyer programs, refinance options, and commercial lending solutions for Bay Area properties.
Real Estate Services
We offer comprehensive residential real estate services for buyers and sellers across the Bay Area. Our agents provide market expertise, professional representation, and transaction guidance for first-time purchases, investment properties, and estate sales. The team specializes in local market dynamics across Oakland, Berkeley, and surrounding communities, offering personalized support through every stage of the buying or selling process.
Portfolio Management
Our portfolio management services focus on customized investment strategies aligned with individual financial goals. We construct diversified portfolios considering each client's unique circumstances, risk tolerance, and long-term objectives. As fiduciaries, we prioritize client interests while managing assets across various investment vehicles, regularly monitoring performance to ensure alignment with evolving financial needs and market conditions.
Financial Planning
We provide comprehensive financial planning covering retirement strategies, college funding, estate planning, and cash flow management. Our advisors help clients navigate life's financial milestones through personalized guidance on budgeting, tax-efficient strategies, and wealth transfer techniques. The planning process integrates mortgage considerations, investment management, and insurance analysis to create cohesive long-term financial roadmaps.
Investment Advisory
Our investment advisory services combine market expertise with personalized guidance to help clients grow and preserve wealth. We offer analysis of investment opportunities, risk assessment, and portfolio optimization strategies tailored to individual financial objectives. The service includes ongoing market monitoring, performance reviews, and adjustments to maintain alignment with clients' evolving financial goals and changing market conditions.
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 managed assets, she combines investment expertise with real estate and mortgage licensing. Featured in Black Enterprise magazine, she holds a BS in Business and Marketing from SF State University.
Rodney Kearney
Director of Mortgage Lending
Rodney brings 25+ years of real estate industry experience, including roles at Countrywide Home Loans. He holds a BS in Political Science from UCLA and multiple industry certifications. He previously served as administrator for a San Francisco homeless veterans program.
Kaku Weathersby
Realtor
Kaku began her real estate career at Coldwell Banker in 2004, specializing in first-time buyers and relocation services. With Japanese business heritage, she emphasizes client trust and family-like representation in Bay Area property transactions.
Lesley Stewart
Home Loan Advisor
Lesley combines real estate brokerage expertise with mortgage lending experience. She holds an MBA from UOPX and teaches corporate finance at the university level. Her background includes board service with community housing organizations and financial education initiatives.
Chamayne Pierce
Realtor
Chamayne has served Bay Area real estate since 2008, combining hospitality and human resources expertise. With degrees in Hotel Management and Human Resources, she focuses on client education about market dynamics and mortgage options through personalized consultations.
Questions
What financial services do you offer?
We provide mortgage lending, investment advisory, portfolio management, retirement planning, and residential real estate services tailored to individual financial goals.
How does your mortgage lending process work?
Our process includes pre-approval guidance, lender comparisons, documentation assistance, and closing support with experienced advisors managing each transaction stage.
Do you serve clients outside the Bay Area?
While our physical office serves Oakland and surrounding areas, we provide financial advisory services to clients across California and select other states.
What makes your real estate services unique?
Our integrated approach combines real estate expertise with mortgage and financial planning to create cohesive solutions for property transactions and wealth management.
How do you create personalized financial plans?
We start by understanding your specific goals, then develop customized strategies that coordinate investment management, mortgage planning, and wealth preservation techniques.
What experience does your team have?
Our team includes professionals with 25+ years average industry experience, multiple advanced degrees, and combined expertise in finance, real estate, and mortgage lending.
