Dennis Chiu, CFP^®

How do I help clients live a richer life?
When we navigate life with a people-first mindset, we make values-aligned decisions that demonstrate integrity, innovation, and perseverance. As a member of a team centered around a people-first culture, I use my skillset to support clients as they strive for goals that align with their values. This work enriches their lives by helping them implement core beliefs in a tangible and impactful way.

How do I align my time and money with my values and passions to Live a Richer Life?
I love going out to restaurants and trying new foods to support my community and connect with people, whether rekindling old friendships, starting new ones, or with family. Along the same lines, I am grateful to have the time to give to organizations that directly impact food insecurity and accessibility.