Sue Cheung | 張淑芬, CFP®, CTFA, AAMS®, CRPC®, MBA

Lead Advisor | San Francisco | 415.653.8911

我精通國語與粵語。非常期待與您見面並探討您和您家人的財富管理需求, 並為閣下建議最優的理財策略。我們提供整體財務規劃,包括並不僅限於投資管理, 稅務策略, 地產諮詢, 高管薪酬, 退休計劃, 教育儲蓄,財富傳承和慈善捐贈。

How do I help our clients live a richer life?
I have two decades of experience in the financial industry and pride myself as the Lead Advisor of your own Personal CFO team. I work diligently towards obtaining a deep understanding of your needs, tax situation, personal desires, and family dynamics in order to best help you achieve your vocational freedom.

I am a U.S. Army veteran who served 3 years in active duty, stationed at 82nd Airborne Division in Ft. Bragg, NC, and also served 5 years in the National Guard as a Finance Officer. I am also a CERTIFIED FINANCIAL PLANNER™️ practitioner, Certified Trust and Fiduciary Advisor (CTFA), Chartered Retirement Planning Counselor (CRPC®), and Accredited Asset Management Specialist (AAMS®). I earned a Master’s degree in Business Administration (MBA) with a concentration in finance as well as a dual bachelor’s degree in Management Information Systems (MIS) and Marketing from the University of South Florida.

I also speak and write Chinese (both Mandarin and Cantonese) fluently.

How do I spend my time outside of Brighton Jones?
I enjoy learning, dining out, hiking, traveling, tennis and spending time with friends and family.

Articles by Sue Cheung | 張淑芬, CFP®, CTFA, AAMS®, CRPC®, MBA

Group and Private Insurance Planning
Stock Options Management: Maximizing Executive Compensation