Fwu-Chian  Tsai,  CFP<sup>&reg;</sup> - Financial Advisor

Fwu-Chian Tsai, CFP®

CPA/PFS

FWU CHIAN TSAI

405 S San Gabriel Blvd, Ste F
San Gabriel, CA 91776
(626) 451-9833

General

Fwu-Chian Tsai is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at FWU CHIAN TSAI in San Gabriel, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Cross-border Planning, Career Change, Business Taxes, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Mutual Funds, Irregular Income, Insurance, Real Estate, Retirement, Stocks & Bonds, Life Planning, Startup, Succession Planning, Starting a Family, Long-term Care, Sudden Wealth, Personal Taxes, Women's Finances

More

Helpful Financial Planning Resources