“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 worked with Karl a few years ago to vet and improve the structure of my finances, for now and for retirement. Our interactions were always cordial, professional, and most importantly enlightening. I was glad to be able to take what he taught me and implement it myself rather than simply hitch my wagon to someone else who just sees me as a ticket to 1% fees forever.By now things have changed, and its time for me to do some rearchitecting of my finances. You bet I'm going back to speak with Karl.“
“Don Woo is our financial advisor and we are completely satisfied with his counsel. Don knows exactly what we want to do with our money and he executes perfectly. I would never consider leaving Don so he may never retire...also a shout out to Maria...she is always there for us as well. I have referred a few clients to Don and they are happy as well“
“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.“
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10381 S De Anza Blvd, Cupertino
Financial Planners
“My friend referred Emily who is a Client Relationship consultant in US bank to me. Emily is so professional and knowledgeable. She introduced the company's products which are exactly what I was looking for. Even though the branch is closed at 5:00PM. She was still taking time to explain the details. Compared with other bank customer service, she deserved 5 stars. If you are looking for the best bank service, Emily is your only choice.“
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