TRUSTED FINANCIAL ADVISOR

Trusted • Verified • Professional

Ms Cynthia Shen CFP

Ms Cynthia Shen CFP

Morgan Stanley

Silicon Valley Center, 20400 Stevens Creek Blvd Ste 350Cupertino, CA

90% Trust Score
Compensation
Commission Only
Min. Assets
$500,000
Languages
Cantonese, Mandarin, English
License
Not Validated

Areas of Expertise

Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning

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