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 align my time and money with my values and passions to Live a Richer Life?
I align my time and money with my values of health, family, and personal growth by practicing daily gratitude, exercising, eating healthy, spending quality time with loved ones, and engaging in constant learning. I cultivate personal growth by seeking out new adventures to challenge myself. I aim to live a fulfilling and purposeful life enriched by meaningful experiences and connections while striving to leave the world a better place.

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

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