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

Global Wealth Harbor Featured on Financial Planning Magazine

I shared my thoughts with the Financial Planning Magazine about how a retiree could invest in helping protect the planet. If you are interested in reading the full article, please use the link below:


Recent Posts

See All

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

bottom of page