3 Pointe Drive,
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Founder - Kristoffer Fu, CFP®, CEPA©, CPWA®
2023 Five Star Wealth Manager Award Recipient for Orange County
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Kris has been helping families and business owners for nearly two decades. His passion comes from knowing that if he can provide his clients with the resources and the financial education to make smart financial decisions, the world will be in a better place.
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