top of page
Search
Writer's pictureJiayi (Kristy) Xu, MBA, CFP®

Global Wealth Harbor featured in Bloomberg

I shared my thoughts on tax mistakes investors should avoid on Bloomberg. Please click here to read the full article.


If you would like to discuss any financial planning or investment management subjects with me but are new to my firm, let’s set up a FREE introductory meeting to get started!

0 comments

Recent Posts

See All
bottom of page