Wealth Cairn - An Investor Coaching Company

Financial Planners, Financial Advising

910 E Hamilton Ave Suite 350, Campbell, CA 95008

Reviews for Wealth Cairn - An Investor Coaching Company

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  • Aug 2024

    Wealth Cairn is an Investor Coaching Company dedicated to helping clients achieve breakthrough results in finance and investing. The company focuses on understanding clients' goals and guiding them towards success through expertise and coaching. Their approach emphasizes the importance of a clear purpose in life, which shapes financial responsibilities and long-term strategies. Clients have reported transformative experiences while working with the team at Wealth Cairn. Peter Mu, a Certified Financial Planner, is highlighted for his ability to simplify complex financial topics and foster a comfortable environment for learning. He actively listens to clients' concerns without judgment and provides personalized advice, making them feel supported in their financial journey. Reviews emphasize the effectiveness of the Investor Coaching Workshops and consultations, which help clients develop sound financial strategies for both the present and the future. The positive feedback reflects a strong recommendation for Wealth Cairn, with clients feeling more confident about their financial paths after working with Peter and his team. Overall, Wealth Cairn is recognized as a supportive partner in achieving financial goals.

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From Wealth Cairn - An Investor Coaching Company

Thank you for visiting Wealth Cairn. We are a company dedicated to producing breakthrough results with our clients in their world of finance and investing. We strive to understand your goals and work with you to reach for the next level of success. We believe that our true Purpose in life guides our actions around money. Responsibility begins with the foundation of this Purpose and expands into a life-long, intentional pursuit. We exist to provide expertise and coaching to guide you through your pursuit. We are your believers, your biggest fans, and your partners. Your journey begins with an Investor Coaching Workshop or a consultation led by one of our Certified Financial Planner CFP® Coaches.

Hours

Monday: 7:30AM - 5PM
Tuesday: 7:30AM - 5PM
Wednesday: 7:30AM - 5PM
Thursday: 7:30AM - 5PM
Friday: 7:30AM - 12PM
Saturday: ClosedSunday: Closed

Ratings

Google Google: 5/5

Wealth Cairn - An Investor Coaching Company

910 E Hamilton Ave Suite 350, Campbell

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