WHAT PEOPLE SAY
Kevin
from Mountain View, CA
I've been working with Cindy for years now. I have college savings accounts with her for my 2 kids and a business-related IRA. She's been great to work with all along. She's always very well prepared for every appointment and incredibly thoughtful about how she walks you through the decisions you need to make. Her knowledge is deep and she has a calming demeanor that puts you at ease regardless of what's happening with the markets. Her long-range view is appreciated and keeps me in perspective. I always feel as if I'm in very good hands with Cindy.
我和Cindy团队合作多年，她帮助我们管理教育基金和退休账户，在市场波动的时候总是能第一时间给我们信心，我们很感谢Cindy团队！
Xiaolan
from Bellevue, CA
Cindy is just amazing. I feel totally comfortable asking her any question. She is very knowledgeable and always clearly explains my options, etc. She is wonderful at fully understanding my goals (financial and otherwise) and coming up with a plan that works. She does not do a high pressure sell like other financial people I have dealt with - a very nice change. I highly recommend her.
Cindy团队非常棒，她非常专业靠谱，每次都耐心回答我们的问题。她非常了解我的财务目标，我对她的服务非常满意！
David
from Palo Alto, CA
Cindy's financial team helped us with education funding and retirement plan, the communication has been awesome. Whenever we have questions they are quick to respond. It is very important to establish the planning in the early age. Cindy will help you figure out what to do at all ages.
Cindy团队帮助我们建立退休规划和教育基金，他们非常专业，早规划是非常重要的，Cindy会帮助客户搞清楚规划的步骤，我们非常推荐她！