Yisen Cai CFP
Mercer Global Advisors Inc
3010 Park Newport Apt 205, Newport Beach, CA
90% Trust Score
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Compensation
Fee Only
Min. Assets
$1,000
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
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Neutral
Favorable
Certified Trusted Financial Advisor