John Zhang

Client Service Administrator | Silicon Valley | 650.618.3404

How do I help our clients Live a Richer Life®?
I help clients live a richer life by building authentic relationships rooted in trust, integrity, and collaboration. I take the time to understand each client’s unique passions, values, and goals, and I use my commitment and knowledge to educate and empower them to make informed decisions. By listening deeply, sharing insights, and supporting their growth, I help clients align their resources with what matters most, so they can thrive both personally and financially.

How do I align my time and money with my values and passions to Live a Richer Life®?
I align my time and money with my values and passions by prioritizing experiences and commitments that bring meaning and joy to my life. I invest in relationships with family and friends, explore new places and cultures through travel, stay active outdoors, and give back through volunteering. By making intentional choices that reflect my values, such as integrity, commitment, and collaboration, I ensure my resources support what matters most to me, helping me live a richer, more purposeful life.