Mr James K Hu CFP
Partnervest Advisory Services LLC
556 N Diamond Bar Blvd Ste 304 A, Diamond Bar, CA
90% Trust Score
Is this your profile? Log in to update your information if anything is incorrect.
Compensation
Commission and Fee
Min. Assets
$100,000
Languages
Mandarin, English
License
Not Validated
Areas of Expertise
Budget Development, Comprehensive Financial Planning, Estate Planning, Insurance Planning, Investment Management, Retirement Income Management, Retirement Planning
Client reviews 1 published
1
Favorable
0
Unfavorable
0
Neutral
Favorable
Certified Trusted Financial Advisor