top of page
Search
  • 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: https://www.thinkadvisor.com/2023/08/07/7-types-of-investments-clients-should-avoid-advisors-advice/

0 comments

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