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

Global Wealth Harbor featured on ThinkAdvisor Magazine

I was asked by ThinkAdvisor Magazine to share my thoughts on what investments average investors should avoid. If you are interested in reading the full 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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