“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“
“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.“
Closed today
900 E Hamilton Ave #100, Campbell“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.“
Closed today
910 E Hamilton Ave Suite 350, Campbell“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.“
Closed today
Vallco Park, 19376 Stevens Creek Blvd, Cupertino“Awesome service. I had to change my address and fix my problems with credit card, and I took me couple minutes.I don't usually write reviews, but the guy that works there Alex helped me a lot. If you read it know that your awesome ;)“
Closed today
921 E Arques Ave, Sunnyvale“I visited Bank of America for closing my account. The gentleman out there was quick to guide me on how to close the account even though I didn't have an appointment. Thank you so much“
“Thank you for great Service. Quick response through Yelp. Made an appointment at 12 for the next day. Confirmed that it's $5.00 per signature for notary. Took 5 min and done. Of course that would depend on what forms you need. I would recommend.“