Jenna Hung
(AIF, CFP®, CMA, CPA, CPA/PFS, MBA)
This advisor specializes in the following areas of expertise:
- Ongoing Investment Management
- Tax Planning
- Real Estate Investments
- Cash Flow/Budgets/Credit Issues
- Newlyweds & Novice Investors
- Planning Issues for Unmarried & Same-Sex Couples
Planning Specialties
Unbiased, custom tailored comprehensive planning is offered with positive energy:
Emerging professionals, corporate executives, and business owners especially appreciate our expertise in integrating their career potential as part of their personal financial plans. Located in the heart of Silicon Valley, we hold the highest standard of fiduciary duty in the industry. Working with us, you can enjoy peace of mind and knowing that your skilled advisors get things done right, keep you from making costly mistakes, and achieve your goals effectively.
Specialties:
ROTH IRA conversion analysis, long range tax planning and strategy, cash flow management, 401K / IRA, and investment portfolio management, access to DFA funds, home purchase/sell and refinance analysis, comprehensive insurance review, stock options, RSU, ESPP, 83(b), 10(b)5-1, will, trust & estate planning, LGBT, business planning.
Additional Information
As a successful financial strategist helping corporations reach their financial goals in the past 18 years, Jenna continues to enjoy the process of goal setting, the collaboration among various functional professionals, and crafting creative solutions to accomplish each unique challenge. As an entrepreneur and a wife in an international marriage, she understands the importance of putting each hard earned dollar to its best use, as well as reconciling personal value differences and money conflicts in the family. These combined professional traits and personal experiences make our integral planning process effective at a deeper inner level. It is her passion to help clients to balance both their life portfolio and monetary portfolio, just like the level of encouragement we would give to our own families.
NAPFA Start Date
February 02, 2007
Industry Start Date
May 01, 1994