Home | Kristoffer Fu | Financial Advisor | Orange County CA

GET YOUR COMPLIMENTARY COPY OF OUR SOCIAL SECURITY EBOOK HERE

Did you know only 41% of Millennial Women are involved in financial planning for their household?

Read out latest blog to learn about what you need to do today.

Don't put your financial future in peril by making the same MISTAKE that most people make.

Making this mistake can mean the difference between financial freedom and financial insecurity.

3 MISTAKES to avoid when choosing your Financial Advisor

Deciding on who will be your closest financial relationship should not be left to chance. Make sure you find the right advisor for you.

How to find the right advisor for you

Are you unsure of your financial future? Concerned how recent market volatility has affected your financial goals?.

We understand the everyday challenges you face when it comes to saving and planning for the future.

Our expertise has helped the families we work with, live confidently and fully.

Concerned? Let's meet!

Our success has come from understanding our Purpose. It's not just numbers to us, its so much more.

Know our Purpose

Most advisors starts with your investments. Not us. Find out why this matters.

Why This Matters

Our first meeting together is a "get to know you session". Leave your tax returns, investment statements, estate documents at home. We want to get to know you first before we talk about anything else.

First meeting

Take advantage of our Complimentary Target-Maps®

Want to know where you currently stand? Schedule a Target-Maps® Analysis with our Financial Advisors today.

I would like to know where I stand.

Don't leave your 401(k) to chance.

Avoid common (and expensive) rollover mistakes. We put together this guide to help you potentially save thousands in taxes and fees, tips for speeding up retirement preparations, and critical mistakes to avoid.

Why your Business is not a retirement fund.

Don't make these common mistakes that most business owners make. Read our latest Maven Think Piece for tips to help you plan for your retirement.

Read Here

The NEW way of looking at your risk tolerance. What's your Risk Number?

Most financial advisors will ask you, "are you a conservative, moderate, or aggressive investor?" What do those stereotypes even mean?

We've invested in the latest technology to give us a deeper understanding of your ideal comfort zone. Take a short 5 minute quiz and see how you can align your investment portfolio to better match your personal preferences and priorities

Take the quiz!