Company

Wealth Cairn

Financial Services San Jose, Ca, United States 5 employees

Employees: 5
Contacts: 2
Emails: 2
Phones: 1

wealthcairn.com LinkedIn

Wealth Cairn Overview

Headquarters: San Jose, Ca, United States
Website: wealthcairn.com
Industry: Financial Services
Employees: 5
Founded: 2020
Funding: ,
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Financial Planning Retirement Planning Investor Coaching Behavioral Finance Investment Review Fiduciary Advisor Advanced Uses of Life Insurance Cash Flow Planning

About Wealth Cairn

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 education and expertise to guide you through your pursuit. We are your believers, your biggest fans, and your partners. Your journey begins with an Investor Coaching Workshop led by one of our Certified Financial Planner CFP® Coaches. Visit wealthcairn.com to discover your first Cairn.

Wealth Cairn Contact Details

People in AeroLeads: 3
With contact data: 2
Email contacts: 2; 66.7% coverage
Phone contacts: 1; 33.3% coverage

Wealth Cairn Org Chart

Sample employees and titles

Name	Title	Location	Contact
James Xu	Ucla 2029 Mathematics / Economics	Los Gatos, California, United States	View
Brian Hsieh	Wealth Advisor	Campbell, California, United States	Email
Peter Mu, Cfp® Chfc®	Founder and CEO at Wealth Cairn	San Jose, California, United States	Email Phone