John Wei (CFP®, CPWA®)
John Wei focuses in the
following client markets or areas of practice:
- Alternative or Private Investments
- Baby Boomers
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Real Estate Investments
- Tax Planning
- Alternative or Private Investments
- Baby Boomers
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Real Estate Investments
- Tax Planning
Planning Specialties
PlanYourWei Financial, LLC. has a specialty in financial/ tax planning for the high income earning families, Retirement planning and an expertise in real estate investments.Additional Information
PlanYourWei Financial, LLC. was created to provide Holistic Financial Planning service on a "Planning Fee Only" Basis. Having spend 19 years working for some of the major financial institutions, the founder feels that the only way to provide "non-biased" " Holistic" "objective-based" planning can only be done when there's no conflicts of interest. (i.e. selling a life insurance policy or convincing clients to manage their money)NAPFA Start Date
January 24, 2023