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Financial planner
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Wealth Cairn - An Investor Coaching Company
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Wealth Cairn - An Investor Coaching Company
(408) 520-1518
wealthcairn.com
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Primary Location
Main location910 E Hamilton Ave #150 Campbell California 95008 US(408) 520-1518
Amenities
Accessibility
Wheelchair accessible entranceWheelchair accessible restroomWheelchair accessible parking lot
From the business
Identifies as Asian-owned
Service options
Onsite servicesOnline appointments
Planning
Appointments recommended
Amenities
Restroom
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Customer Reviews
4.9
5 Reviews
Sierra Brenciaglia9 days ago
From google-logo

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.

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Joanna Goglio9 days ago
From google-logo
Working with Peter on my financial goals and future has been so easy and fun. He listens to me as achieving whatever I set out to accomplish in my career, within my family, and in my communities. He uses tools that help me to realize how I have been successful at reaching each financial stepping-stone along the way. He operates as a peer and a partner, and so I have never felt forced into pursuing investments abruptly, or in a way that doesn’t advance my deepest interests or authentic self. While working with Peter, I have also discovered a lot about how I earn and invest now, so that I can dream, set achievable milestones, and make visible progress toward a future I would’ve never imagined. My partner and I just purchased a family vacation home and are now discussing plans for early retirement, and we can’t wait to discover what else is possible!
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Travis Conte9 days ago
From google-logo

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.

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