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  • Writer's pictureJiayi (Kristy) Xu, MBA, CFP®

Global Wealth Harbor featured in ThinkAdvisor Magazine - Is It Time to Sell the “Magnificent 7”?

I was asked by ThinkAdvisor journalist whether it is time to sell the U.S. tech behemoth the “Magnificent 7”. If you are interested in my response, please use the following link to read the full article:


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New Office Locations for In-Person Meetings

Starting February this year, we are adding new office locations for in-person meetings for our Bay Area clients and prospective clients! When you book your introductory meeting or review meeting on ou

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