Our team, Chu, Phillips & Associates, helps build, maintain and administer wealth for clients so they may achieve their financial objectives.
With both senior partners holding CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Retirement Planning Counselor (CRPC®) certificates, we are able to have meaningful planning conversations and often provide solutions pertaining to, but not limited to, budgeting, cash-flow management, retirement, mortgages and debt products, insurance, taxes, estate issues and financial resource allocation.
We pride ourselves on being cerebral and opportunistic investors of client assets, with intense emphasis on educating and empowering clients throughout market cycles. We are not boilerplate investors.
We provide a high and welcoming level of service. We not only want our clients to feel connected to their money but also to feel connected to their financial team.