Wealth Management

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What makes a financial strategy come to fruition? If it’s not the portfolio value, what is it? It's how well your advisor connects with you and how they understand your personal needs – financial or otherwise. Jeorjia Sun of McCarthy Wealth Management, is passionate about educating clients on their options and guiding them to reach their goals, always giving careful attention to the client’s best interest. In this 2-part course, she will talk to us about how to make your financial strategy work in your best interest.

Tuesday, July 29; 10:00 AM – 12:00 PM
Wednesday, July 30; 10:00 AM – 12:00 PM

Presenter: Jeorjia Sun, CFP® CPFA® has been in the financial services industry since 2008. Jeorjia is a CERTIFIED FINANCIAL PLANNER™, Certified Plan Fiduciary Advisor, University of California, Irvine graduate, and currently holds FINRA Series 7 and 66 securities licenses, as well as a California Insurance License #0H60950. Jeorjia is also multilingual in Mandarin and Taiwanese.

Developer: Linda Robinson