Peter Mu founded Wealth Cairn as both a fiduciary advisor and a coach.
Over the past 14 years he’s dedicated his practice to helping Silicon Valley professionals, entrepreneurs, and their families discover their true purpose for money and for their lives, transforming everything about their experience of money.
Peter’s focus is on advanced financial planning, tax insights, corporate financial education, retirement, and investment planning.
Peter’s Workshops with the Bay Area Mastermind:
- Financial Planning for Entrepreneurs with Peter Mu
- Financial Planning for Entrepreneurs with Peter Mu
Investment Advisory Services are offered through Wealth Cairn, a registered investment adviser. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions. Securities cannot be purchased, sold or traded, insurance coverage cannot be bound, altered, or cancelled via e-mail or voice message system. Wealth Cairn and its advisors do not offer legal or tax advice. Please consult an attorney or a Certified Public Accountant for legal and tax advice. CA Ins lic 0E19513