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Global Wealth Harbor, LLC.

GLOBAL WEALTH HARBOR, LLC is a registered investment adviser. GWH offers Wealth Management and Financial Planning services tailored to clients' specific objectives and constraints helping clients achieve their financial goals.

GWH works with Charles Schwab keeping clients' assets under the custody of a large full-service financial institution. GWH clients get the protection and security of having their accounts opened at Charles Schwab while enjoying the benefit of GWH's independent customized advice and services created solely in clients' best interests.

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Jiayi Xu, CFP®, MBA
NAPFA-Registered Financial Advisor
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

1460 Springbrook Rd Walnut Creek, CA 94597 Phone: (347) 924-5136

Primary Office

1460 Springbrook Rd Walnut Creek, CA 94597 Phone: (347) 924-5136
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