Best Superannuation Consultant Sunnyvale Near Me

4worldlovers: Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by calling 800-435-4000. Please read the prospectus carefully before investing.

Investment value will fluctuate, and shares, when redeemed, may be worth more or less than original cost.

Local branches are involved in events and organizations to support their communities. Please note that such activities do not reflect an endorsement by The Charles Schwab Corporation or its subsidiaries of such events or organizations.

Charles Schwab & Co., Inc. and Charles Schwab Bank are separate but affiliated companies and wholly owned subsidiaries of The Charles Schwab Corporation. Brokerage products and services are offered by Charles Schwab & Co., Inc. (Schwab Brokerage), Member SIPC. Deposit and lending products and services are offered by Charles Schwab Bank, Member FDIC and an Equal Housing Lender.

4worldlovers: As a philanthropic wealth advisor based in Silicon Valley, I empower families and organizations to support innovative solutions to the most enduring social and sustainability challenges in their communities and beyond. By providing personalized strategies and expert guidance, I partner with my clients to make a meaningful and lasting impact on the world.

I'm passionate about serving our local community. Co-chairing a successful $20,000,000 capital campaign for Sunnyvale Community Services inspired me to pursue a philanthropy-driven practice. This opportunity expanded my appreciation for the hard work of charitable organizations; effective non-profits are the solution to the problems no one else is willing to take on. This was also reinforced while serving as the past president of the board for the Sunnyvale Chamber of Commerce, in my role as a Rotarian and an active philanthropist in our community.

I'm dedicated to continual learning and development. I completed my undergraduate education at Vanguard University of Southern California. I have earned the CERTIFIED FINANCIAL PLANNER certification and Accredited Asset Management Specialist and Chartered Retirement Planning Counselor designations. I continue to enrich myself through ongoing learning by attending industry and charitable-specific conferences and training programs.

My team's established process helps us identify and understand what’s most important to the families and organizations we serve. We partner with our clients and their financial teams to develop personalized strategies to help them achieve their most important goals.