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

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


This Office

969-G Edgewater Blvd #168 Foster City, CA 94404 Phone: ‪(650) 918-0869‬