I met Peter many years ago on a hiking trip. I engaged in many productive conversations with him about financial planning and being prepared for what life brings. I worked with him back in 2015 and saw the passion he had for preparing his client’s for their financial future. He certainly did not sell you a package and send you on your way. He established a way to make sure that all of his clients' questions were answered and that any concerns could be brought up at any time and at any point during the planning process. This is a business that points towards the longevity of life. Peter began his own business shortly after and only took the finest assets he acquired over his reputable years in financial planning to his own business, Wealth Cairn. Fast forward to now, all of those productive conversations about life and finances only paid off for me. I would like to thank Peter for the wealth of knowledge that he brings to the table on many financial subjects. I am now traveling the world, sticking within my budget and adding to my investment portfolio that I started last year. I am feeling financially confident and I only hope this continues to grow throughout the years. Thank you Peter for the spectacular services you offer. It may be difficult to see the benefits of planning now but once you begin to see it, it becomes difficult to let great proactive opportunities sail past you.
Peter Mu- Owner of Wealth Cairn is my Financial Advisor. His coaching approach to investing is great- he's help educate me to really understand short and longterm financial goals. We've looked at various Retirement Accounts, Insurances, Trusts, Living Health Care directives, and more.
We've sat down and discussed numerous times the best financial goals for me personally. He's helped me carve out my plan to be financially free.
He is easy to get a hold of, informative and I highly recommend Peter to my clients, friends and family.