Financial Planners in Campbell

“Working with Peter Mu & the team at Wealth Cairn has been absolutely transformative for me and my family. He has a unique capacity to take complex economic matters combined with the many layers of human dynamics that impact finances and make them readily understandable and — even more important to me — he co-creates pathways to activating those understandings for a more sound financial reality today while developing and implementing a strategy for a strong financial future for me and my family. I wholeheartedly recommend him and the Wealth Cairn team.“

“I first went to see Karl as i approached retirement, more than 5 years ago. I had no idea how to manage the money i had accumulated in my retirement 403B, how long it might last, nor how to budget in retirement. SO so glad i found him. He is independent and does NOT work on commission. He gives straight forward and transparent information and advise. Great explanations. The advice has paid off. Importantly, Karl is also a professional, good and honest guy. Very smart and i truly trust him. As i told him yesterday "Thank you Karl, you have made such a difference in my life and i appreciate you!"“

“Made a career transition to this company, best decision ever! The training, support, and general team work is nothing like I’ve ever seen. I’ve never had a better understanding of my personal finances, definitely reach out to them if you’re looking to gain control over yours.“