Legacy Advisor on Clubhouse

Bio

I spent decades looking for a financial advisor I trusted to grow my wealth responsibly instead of chasing a quick commission. Someone who treated me just as respectfully when I was a stay home mom as when I was a board director.

Now as a licensed financial advisor, I give each of my retirement and legacy planning clients the balanced, transparent advice I would want for myself. I am accepting new clients and would be honored to work with you to ensure that your children will enjoy the full benefits of your lifetime of hard work and sacrifice.

邮箱 [email protected]
微信号 haoyinj

🏡Family life first 🛤Wealth building and transfer 📈Investment and tax 🌅Mental Health 📚Reading ⛩Traveling 🎨Visual Art 🎭Theater 💃🏻Dance ⛰ Hiking 🏃🏻‍♀️Walking 🧘🏻‍♀️Meditation 🏞 Photography