"The Pathway to Achieving financial security should not have to be a Journey you walk alone."
Founder - Kristoffer Fu, CFP®, CEPA©, CPWA®
2023 Five Star Wealth Manager Award Recipient for Orange County
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Are you a Business Owners?
Running a business can be quite difficult, especially when you factor in keeping up with your personal and financial life as well. As someone who has business ownership experience, I understand your struggles. My goal is to help business owners create a healthy balance between business growth and managing their own personal and financial situations so they can find proper sustenance in both realms. With focus applied equally among business objectives, personal goals, and finances, business owners can make strides on all fronts without sacrificing one for the other and achieve financial freedom.
Are you a single, Divorced, or Widowed Woman?
With almost two decades of financial experience, I have helped empower single women and those who have gone through a divorce or lost their spouse with financial security. Financial safeguarding is my passion, and I leverage a unique approach to help you protect your future from four key risk areas. Together we will ensure that life's changes don't diminish your lifestyle but empower it!
Get Your Financial Education On with the Witty Wallet Podcast!
Looking to beef up your financial education? Look no further than the Witty Wallet podcast. Recently ranked #16 on FeedSpot for the Top 40 Financial News Podcasts, we offer bite-sized informative and entertaining episodes. Available on YouTube, Spotify, Apple Podcast. Tune in today!
Do you want financial security?
Did you know? According to a recent Gallup Economy and Personal Finance poll, 63% of Americans are concerned about having enough money for retirement, which exceeds the 59% recorded in 2020.
Get your FREE, COMPLIMENTARY, NO OBLIGATION Financial health check-up, Sponsored by Maven Bridge Capital.