Welcome to our website! We hope you'll find the information presented on our website helpful. Our goal is to help each individual client achieving his or her financial goals. We hope to empower you to make the right financial decisions for your unique situation.
Our team consists of Nan Yin Juan, who began her financial consulting career in 1987. Carolyn Juan, who joined Nan Yin's practice in 2004. As a mother-daughter team, they have been offering sound financial strategies to thousands of clients.
Financial Consultant, Retirement Planning Specialist
Financial Consultant, CFP®, Retirement Planning Specialist