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

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 our meeting scheduling software, you will be able to select from one of the following offices if you prefer to meet your advisor in-person:

Walnut Creek Office

Walnut Creek Office: 1255 Treat Blvd., Suite 300, Walnut Creek, 94597

San Francisco Office

1390 Market St, Suite200, San Francisco, CA 94102

San Jose Office

99 S Almaden Blvd, Suite 600, San Jose, CA 95113

You will also be able to use the map on the “Contact Us” page ( to look for the office location that is the closest to you.

We hope the new in-person meeting locations can bring advisor closer to our clients and prospective clients. And of course, nothing will be changed for clients who prefer virtual meeting. If you have interesting ideas for in-person events and activities, please feel free to let us know and we will try to organize events at different locations this year!


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