AeroLeads people directory · profile
Peter Mu, Cfp® Chfc® Email & Phone Number
Founder, CEO
at
Wealth Cairn
1 work email found
@pacificadvisors.com
3 phones found area 408 and 909
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Founder, CEO
Location
San Jose, California, United States
Company size
Who is Peter Mu, Cfp® Chfc®? Overview
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Quick answer
Peter Mu, Cfp® Chfc® is listed as Founder, CEO at Wealth Cairn, a company with 5 employees, based in San Jose, California, United States. AeroLeads shows a work email signal at pacificadvisors.com, phone signal with area code 408, 909, and a matched LinkedIn profile for Peter Mu, Cfp® Chfc®.
Peter Mu, Cfp® Chfc® previously worked as Interim Chair, Board of Directors at Sos Richmond and Peter Mu, CFP® - Certified Financial Planner, Financial Advisor at Park Avenue Securities. Peter Mu, Cfp® Chfc® holds Bachelor Of Science Electrical Engineering, Electrical Engineering from Uc Davis.
Company email context
Email format at Wealth Cairn
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*@pacificadvisors.com
68% confidence
AeroLeads found 1 current-domain work email signal for Peter Mu, Cfp® Chfc®. Compare company email patterns before reaching out.
Profile bio
About Peter Mu, Cfp® Chfc®
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|
Listed skills include Retirement Planning, Finance, Retirement, Estate Planning, and 13 others.
Current workplace
Peter Mu, Cfp® Chfc®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Wealth Cairn
6 roles
Peter Mu, Cfp® Chfc® work experience
A career timeline built from the work history available for this profile.
Interim Chair, Board Of Directors
Current2024 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.
Aug 2024 - Present
Founder, Ceo
CurrentWealth 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.
May 2020 - Present
Peter Mu, Cfp® - Certified Financial Planner, Financial Advisor
My 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.
Dec 2010 - May 2020
Financial Representative
Pacific Advisors, Llc.
Pacific 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.
Oct 2010 - May 2020
Project Manager
Cetecom 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.
May 2006 - Oct 2010
2 education records
Peter Mu, Cfp® Chfc® education
Bachelor Of Science Electrical Engineering, Electrical Engineering
Uc Davis
Certified Financial Planner, Accounting And Finance
FAQ
Frequently asked questions about Peter Mu, Cfp® Chfc®
Quick answers generated from the profile data available on this page.
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 Wealth Cairn?
Peter Mu, Cfp® Chfc® is listed as Founder, CEO at Wealth Cairn.
What is Peter Mu, Cfp® Chfc®'s email address?
AeroLeads has found 1 work email signal at @pacificadvisors.com for Peter Mu, Cfp® Chfc® at Wealth Cairn.
What is Peter Mu, Cfp® Chfc®'s phone number?
AeroLeads has found 3 phone signal(s) with area code 408, 909 for Peter Mu, Cfp® Chfc® at Wealth Cairn.
Where is Peter Mu, Cfp® Chfc® based?
Peter Mu, Cfp® Chfc® is based in San Jose, California, United States while working with Wealth Cairn.
What companies has Peter Mu, Cfp® Chfc® worked for?
Peter Mu, Cfp® Chfc® has worked for Wealth Cairn, Sos Richmond, Park Avenue Securities, Pacific Advisors, Llc., and Cetecom.
How can I contact Peter Mu, Cfp® Chfc®?
You can use AeroLeads to view verified contact signals for Peter Mu, Cfp® Chfc® at Wealth Cairn, including work email, phone, and LinkedIn data when available.
What schools did Peter Mu, Cfp® Chfc® attend?
Peter Mu, Cfp® Chfc® holds Bachelor Of Science Electrical Engineering, Electrical Engineering from Uc Davis.
What skills is Peter Mu, Cfp® Chfc® known for?
Peter Mu, Cfp® Chfc® is listed with skills including Retirement Planning, Finance, Retirement, Estate Planning, Financial Services, Business Planning, Strategy, and Term Life Insurance.
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