Peter Mu Financial Advisor

Leal Financial Planning offers fee-only financial planning and advice, specializing in hourly as-needed services. Located in Campbell, California, they focus on providing personalized financial solutions tailored to individual client needs. The firm emphasizes transparency and client-centric services, ensuring that clients receive expert guidance without the conflicts often associated with commission-based financial advice. With a commitment to integrity and professionalism, Leal Financial Planning aims to help clients achieve their financial goals effectively. Generated from the website

Beacon Pointe is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation, working with institutions, defined contribution plans, individuals and families. The firm focuses on full service financial planning and research driven investments. Beacon Pointe is 100% employee-owned and we accept no fees from the investment managers we recommend to our clients. This ensures our fiduciary duty is upheld and that our clients best interests are the driving force in the relationship.