calltoleap (invest.calltoleap.com) has a 5.0 out of 5 rating on OK.one, based on 61 user reviews collected here. It is listed under Education & Training and its reputation is excellent. Praise is nearly unanimous, with 100% rating it 4 stars or higher. Last updated 2026-08-10.
I had no idea where to start, and at my age I never thought I’d be learning about investing and personal finance. Aparna gave me the confidence to get started. I still have a lot to learn, but I already feel so much more confident. She’s incredibly knowledgeable, caring, and a total bad ass. 😊 It’s inspiring to see a woman leading in this field. Steve’s short video lessons and the coaches weekly calls also added so much value. I highly recommend this program to everyone !
Working with the Call to Leap team has definitely been a positive experience. As a senior with no previous investing background, I found the beginner program enjoyable and easy to follow. I was able to quickly learn the core concepts and confidently begin my investing journey. Coach Shawn was especially easy to work with and consistently provided insight and direction when needed. His ability to connect investing concepts to current events was always a highlight during our discussions. I value the support and the practical skills I’ve gained as I move forward in my investing journey.
I’ve really enjoyed being part of the program. Before joining, investing felt confusing and overwhelming, but the lessons break everything down in a way that’s easy to understand. The mentors are patient, the community is supportive, and I never felt embarrassed to ask questions. I also like that they focus on long-term investing and building good habits instead of trying to “get rich quick.” Overall, it’s been a great learning experience, and I’d definitely recommend it to anyone who wants to start learning about investing with more confidence.
Steve is a kindness person ever. He is offer a free Ebook, a lots of helpful guide which is free also... I’m truly grateful for the opportunity to learn from him. My balance already improved. Thank you 🙏🏻☺️
Excellent resources! I’m so grateful! I’ve finally started investing outside of my 401k (and understand how to do it practically - Steve clearly has a gift for teaching).
I joined Call to Leap because I wanted to take control of my own investing instead of relying on financial advisors. While I had invested in the stock market for years, I wanted to learn how to generate income through options, reduce risk, and build a long-term strategy for financial independence and retirement. Working with Coach Shawn over the past three months has been one of the most valuable parts of the program. We had nine one-on-one coaching sessions where he helped me review my portfolio, understand options trading, and create a personalized roadmap based on my financial goals. Shawn was always patient, knowledgeable, and willing to answer my questions, making complex investing concepts much easier to understand. The community, weekly coaching calls, live Q&A sessions, and training modules were also excellent resources. It was reassuring to learn alongside other investors and have access to experienced coaches whenever questions came up. In just three months, I accomplished far more than I expected. I transitioned from high-fee advisor-managed accounts to managing my own investments, eliminating approximately 1.5% in annual advisory fees on a significant portfolio. I also developed a structured plan to diversify my concentrated stocks (ESPP/RSU) holdings instead of having most of my investments tied to a single company. Beyond the portfolio changes, I now understand how to use covered calls, cash-secured puts, the Wheel strategy, and collars as part of a disciplined investing approach. I established the proper account structure, including Roth IRA and taxable brokerage accounts, and practiced these strategies before implementing them with real investments. Most importantly, I now have the confidence to make informed investment decisions on my own instead of depending on someone else. My long-term goal is to achieve financial independence so my wife and I can retire earlier, travel extensively, enjoy more vanlife adventures, and spend time between California and Florida. Just as importantly, I want to pass this investing knowledge on to my two children, who are 24 and 18, so they can start building wealth much earlier than I did and make informed financial decisions throughout their lives. Shawn helped me build the investing foundation, eliminate unnecessary advisor fees, reduce concentration risk, and create a long-term roadmap to pursue all of those goals with confidence. If you're serious about learning how to invest, manage your own portfolio, and build long-term wealth, I highly recommend Call to Leap. The education, coaching, and community are well worth it. A special thank you to Coach Shawn for his guidance, encouragement, and support throughout the program. I truly appreciate everything you've done to help me become a more confident and disciplined investor.
my meeting with Paul today is convincing and I look forward to understand trading with his help
Great Honest
Love that he’s a teacher who breaks things down step by step. Makes financial concepts easier to understand. And that he addresses people in all different seasons of life - including starters in their 40s and 50s.
Met with coach Page, she answered all my questions. She was great at explaining everything to me. Thank you page!
Amazing step by step to begin saving/investing. Well done.
I want to thank my coach, Brian Phan, at the Call to Leap community. I've had a really great experience learning options trading. For a newbie like me, with no experience in investing or options trading, he taught me a lot about ETFs and which stocks to pick for option trading and guided me step by step to take action and do the option trading, which can be scary at the beginning, but with his guidance, he made it very simple to understand the option trading process and made some money in just 2 weeks. I'm so happy and very satisfied with my coaching or mentorship experience with the Call to Leap community. I highly recommend the Call to Leap community to those who want to learn about investing in general and option trading; you'll get high-quality, organized education.
I love how Steve explains all the difficult financial information. The school system once again lost a great teacher but I'm glad he is still teaching the people who want to learn. Keep on keeping on, I very much enjoy learning from your videos.
He made investing simple with his youtube videos. I did attend his workshops but I couldn’t attend his additional lectures as I don’t have time. He does respond to your YouTube comments whenever he available.
Steve is an amazing teacher. I’m reviewing his materials to share with my adulting kids because it really great stuff and of course they won’t listen to me:) Thank you Steve for your passion and using your amazing talent to teach other one of the most important things everyone needs to know and understand. I appreciate you!
Another fantastic live chat with Paul, Eric and Dan! I love that they truly pour themselves into ensuring their students understand the concepts and even understand the individual motivations and decision trees weighing into their financial decisions. I felt very encouraged to keep the long term vision and not be influenced by all the "noise" : headlines, pundits, market doomsayers, etc. Their beginner live chat meetings are an exceptional opportunity to learn and benefit from their collective experiences (including their mistakes) and bounce ideas and questions off these knowledgeable coaches! I love the banter and the genuine interest they have in their students success!
The online information I have received from Calltoleap has been very beneficial to me. i have shared this with nieces, nephews and friends.
They really want to help you invest your money in the best way possible.
I had a great experience working with Steve Chen. His knowledge of investing and the CaltoLeap program was evident throughout the process. Steve took the time to explain complex investment concepts in a way that was easy to understand, answered all of my questions with patience, and provided thoughtful guidance tailored to my goals. What stood out most was his professionalism, transparency, and genuine commitment to helping me make informed financial decisions rather than pressuring me into anything. I appreciate his expertise and the confidence he inspired throughout the process. I would highly recommend Steve Chen to anyone looking for investment guidance or interested in learning more about CaltoLeap. His dedication, integrity, and knowledge make him an excellent resource.
Very useful information, thank you!
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