About Global Wealth Harbor
GLOBAL WEALTH HARBOR LLC (“GWH”) is a registered investment adviser. 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.
Meet Our Founder
Jiayi (Kristy) Xu, MBA, CFP®
Kristy is a financial advisor and is experienced working with tech firm employees, business professionals, entrepreneurs, and business owners.
Kristy had 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 is originally from Beijing, China and is a native Chinese speaker. She currently resides in San Francisco Bay Area with her husband.