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About Us
 

About Global Wealth Harbor

GLOBAL WEALTH HARBOR LLC (“GWH”) is a fee-only registered investment adviser, which means our firm has fiduciary duties to clients. GWH offers Wealth Management and Financial Planning services tailored to clients' specific objectives and constraints helping clients achieve their financial goals.

 

GWH works with Charles Schwab keeping clients' assets under the custody of a large full-service financial institution.  GWH clients get the protection and security of having their accounts opened at Charles Schwab while enjoying the benefit of GWH's independent customized advice and services created solely in clients' best interests.

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Meet Our Founder

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Jiayi (Kristy) Xu, MBA, CFP®

Founder/Financial Advisor

Email: kristy.xu@globalwealthharbor.com 

Kristy is a financial advisor and is experienced working with tech firm employees, business professionals, entrepreneurs, and business owners.

 

Kristy received her MBA degree from Carnegie Mellon University, Tepper School of Business and her Bachelor degree from New York University, Stern School of Business majoring in Finance and Business Economics. She is also a CERTIFIED FINANCIAL PLANNER™.

Kristy differentiates her businesses by providing more in-depth analysis, customized service structures, detailed explanations of advice, and responsive communications. Her philosophy of running the business is to provide professional services that add more value to clients than what they expect when signing up with the firm.

Kristy currently resides in San Francisco Bay Area with her husband. She is also a native Chinese speaker and is able to conduct meetings in Chinese if needed. 

Industry Membership 

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CERTIFIED FINANCIAL PLANNER™
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Learn more about us? Contact us

We are here to assist. Contact us by phone, email or via our social media channels.

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