Trusted Financial Advisor

Ms Peggy Pin-Ju Shen CFP

Ms Peggy Pin-Ju Shen CFP

S & P Financial and Insurance Services

2514 Hacienda Blvd #D, Hacienda Hts, 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

Accounting, Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management

Client reviews 1 published

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

Certified Trusted Financial Advisor