Wealth Cairn - An Investor Coaching Company

Financial Planners, Financial Advising

910 E Hamilton Ave Suite 350, Campbell, CA 95008

Reviews for Wealth Cairn - An Investor Coaching Company

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  • Dec 2023

    Working with Peter Mu & the team at Wealth Cairn has been absolutely transformative for me and my family. He has a unique capacity to take complex economic matters combined with the many layers of human dynamics that impact finances and make them readily understandable and — even more important to me — he co-creates pathways to activating those understandings for a more sound financial reality today while developing and implementing a strategy for a strong financial future for me and my family. I wholeheartedly recommend him and the Wealth Cairn team.

  • Dec 2023

    I had a highly positive experience with Peter Mu at Wealth Cairn. His teaching approach made complex financial topics easy to understand. Peter genuinely has the heart of a teacher, and I gained valuable insights during our time together. I'm confident that my financial future is on the right track, and I highly recommend Wealth Cairn.

  • Oct 2023

    I called in not really sure what to expect just looking for help and knowledge for the situation I found myself in. Peter was on the other end of that phone call and I couldn’t have been helped by anyone better. Peter listened and never judged, and told me what I need to hear. Peter made me feel comfortable and was genuinely giving his advice as he would to some he’s known for years and wasn’t trying to sell me something I didn’t need. Do yourself a favor and call, you’ll thank yourself and Peter later.

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From Wealth Cairn - An Investor Coaching Company

Thank you for visiting Wealth Cairn. We are a company dedicated to producing breakthrough results with our clients in their world of finance and investing. We strive to understand your goals and work with you to reach for the next level of success. We believe that our true Purpose in life guides our actions around money. Responsibility begins with the foundation of this Purpose and expands into a life-long, intentional pursuit. We exist to provide expertise and coaching to guide you through your pursuit. We are your believers, your biggest fans, and your partners. Your journey begins with an Investor Coaching Workshop or a consultation led by one of our Certified Financial Planner CFP® Coaches.

Hours

Monday: 7:30AM - 5PM
Tuesday: 7:30AM - 5PM
Wednesday: 7:30AM - 5PM
Thursday: 7:30AM - 5PM
Friday: 7:30AM - 12PM
Saturday: ClosedSunday: Closed

Ratings

Google Google: 5/5

Wealth Cairn - An Investor Coaching Company

910 E Hamilton Ave Suite 350, Campbell

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