Trusted Financial Advisor

Mr Zhong Shi CFP

Mr Zhong Shi CFP

World Financial Group

1017 Lakehaven DR, Sunnyvale, CA

90% Trust Score
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Compensation
Commission and Fee
Min. Assets
None Provided
Languages
Mandarin, English
License
Not Validated

Areas of Expertise

Asset Allocation, Education Planning, Estate Planning, Healthcare Planning, Insurance Planning, Investment Management, Investment Planning

Client reviews 1 published

1 Favorable
0 Unfavorable
0 Neutral
Client
May 12, 2020
Favorable

Certified Trusted Financial Advisor