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

Global Wealth Harbor featured on Financial Planning Magazine

I shared my thoughts with Financial Planning Magazine about the FIRE (Financial Independence, Retire Early) movements. For those who are interested in FIRE, please be aware that the general guidelines suggested by FIRE movement are not customized to your unique financial situations. It might also put you into a lifestyle that you may not want to lead. If you are interested in reading the entire article, please use the link below:


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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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