Peter Mu, Cfp® Chfc® work email
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Peter Mu, Cfp® Chfc® personal email
Peter Mu, Cfp® Chfc® phone numbers
I am a FINRA (Financial Industry Regulatory Authority) registered financial advisor dedicated to helping successful Silicon Valley professionals, business owners and their families achieve their financial vision by focusing on long-term goals and taking action to realize the desired financial outcome. I strive to assist my clients to live a good life for the rest of their lives and financially prepare for life’s expected and unexpected events. I am a published author on LinkedIn and an public speaker with appearances in various local organizations.When I am not working, I enjoy volunteering, photography, free diving, and other outdoor sports.|COMPLIANCE:2019-1830|
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Founder, CeoWealth CairnSan Jose, Ca, Us
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Interim Chair, Board Of DirectorsSos Richmond Aug 2024 - PresentRichmond, California, United States2024 California Non-Profit of the Year.SOS Richmond is comprised of housed, unhoused, and formerly unhoused staff and allies working together to improve our neighborhoods. We are present in encampments, problematic hotspots, neighborhood events, neighborhood councils, community-organizing initiatives, and neighborhood improvement projects advocating for safety, stability, and security. -
Founder, CeoWealth Cairn May 2020 - PresentSan Jose, California, United StatesWealth Cairn is an investor coaching company. 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.
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Peter Mu, Cfp® - Certified Financial Planner, Financial AdvisorPark Avenue Securities Dec 2010 - May 2020My practice focuses on comprehensive financial planning, including tax strategies, college cash flow planning, and investment strategies. Whether you are ready to invest for your retirement or are preparing for your child’s future success, my team and I have you covered. -
Financial RepresentativePacific Advisors, Llc. Oct 2010 - May 2020Pacific Advisors, LLC is an agency of the Guardian Life Insurance Company of America. I choose to be a part of this professional community because the Guardian was founded in 1860 and has been making and fulfilling promises since.Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 3585 Maple Street, Suite 140, Ventura, CA 93003, 909-399-1100. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Pacific Advisors LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through One Pacific Financial & Insurance Solutions LLC, DBA of Pacific Advisors LLC. Pacific Advisors LLC is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.
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Project ManagerCetecom May 2006 - Oct 2010Cetecom is an expert consulting company with focus in regulatory affairs in wireless technologies. I worked closely with the Federal Communication Commission and the wireless industry to help my clients strategize and streamline the approval process, integrate compliance with design to improve efficiency and reduce cost. It is during my tenure with Cetecom I solidified my desire to work in a sales organization which eventually lead to my voluntary transition into the financial service industry.
Peter Mu, Cfp® Chfc® Skills
Peter Mu, Cfp® Chfc® Education Details
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Uc DavisElectrical Engineering -
Accounting And Finance
Frequently Asked Questions about Peter Mu, Cfp® Chfc®
What company does Peter Mu, Cfp® Chfc® work for?
Peter Mu, Cfp® Chfc® works for Wealth Cairn
What is Peter Mu, Cfp® Chfc®'s role at the current company?
Peter Mu, Cfp® Chfc®'s current role is Founder, CEO.
What is Peter Mu, Cfp® Chfc®'s email address?
Peter Mu, Cfp® Chfc®'s email address is pe****@****ors.com
What is Peter Mu, Cfp® Chfc®'s direct phone number?
Peter Mu, Cfp® Chfc®'s direct phone number is +140852*****
What schools did Peter Mu, Cfp® Chfc® attend?
Peter Mu, Cfp® Chfc® attended Uc Davis, The American College Of Financial Services.
What are some of Peter Mu, Cfp® Chfc®'s interests?
Peter Mu, Cfp® Chfc® has interest in Personal Finance, Freediving, Business Development, Economics, Food And Culture, Photography, World Travel, Hang Gliding.
What skills is Peter Mu, Cfp® Chfc® known for?
Peter Mu, Cfp® Chfc® has skills like Retirement Planning, Finance, Retirement, Estate Planning, Financial Services, Business Planning, Strategy, Term Life Insurance, Fixed Annuities, Life Insurance, Iras, Qualified Retirement Plans.
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