Santa Fe' Wealth Management

GB Tax LLC is a professional accounting firm based in San Diego, CA, offering a comprehensive range of services for individuals and businesses. With a team of experienced professionals, they provide expert tax preparation, planning, and problem-solving solutions, as well as small business accounting, payroll, and QuickBooks services. Committed to delivering a blend of personal service and expertise, GB Tax LLC ensures that clients receive affordable rates and friendly assistance. Whether it's personal financial planning, estate planning, or assistance with tax strategies, their knowledgeable team is dedicated to providing top-notch service and guidance.Generated from the website

Chau established her business in June of 1997. Chau became involved in finance as an economics major at the University of California, San Diego. At age 17, on the advice of professors to “invest early,” she pooled her savings, put half under the management of an investment advisor, and invested the rest herself. Her disciplined saving and prudent investment strategy enabled her to purchase her first investment property at age 21 and her first home at 22. From these early, hands-on experiences, Chau learned important real-life lessons in building and preserving wealth. Chau particularly enjoys helping married couples to align their financial goals and priorities while clarifying and defining a shared Life Vision.

Wealthcentric, located in San Diego, CA, specializes in a comprehensive range of financial services, including investment management, insurance brokerage, and estate planning. With over 30 years of experience, the firm is dedicated to empowering clients to achieve financial freedom through tailored strategies that align with their individual goals and risk tolerance. The company prides itself on its client-centric approach, offering expert guidance and support to help individuals navigate the complexities of wealth building and asset protection. Wealthcentric's commitment to education and transparency ensures that clients are well-informed and confident in their financial decisions. Generated from the website