Why us

We want to help walk you through questions such as these.

More importantly, we want to turn these questions into life-changing opportunities that positively influence your financial reality.

With decades of experience in financial advising, we’ve stood side-by-side with countless individuals and businesses across the globe and provided them with the knowledge, resources and motivation they needed to step onto the path of their dreams.

How we're different

Our team is committed to a client-centered approach: your dreams, goals and objectives remain at the forefront of all our efforts. Every client that comes through our doors receives the high level of service and personalized advice that we've become known for. As an independent, family-owned firm, we are unbiased with our recommendations and fully committed to serving you.

What we've accomplished

For years, Julia Cheng, principal of the firm, has been recognized as one of the top advisors in the world. Her dedication and service have earned recognition in numerous publications, including Forbes, Financial Planning and the Wall Street Journal. She was named as one of the most successful and influential Chinese women living in America by Giovanna Garcia in her book “Why Chinese Women are not Broke,” and is also a frequent speaker at international financial conferences.

Our steps

Discuss your situation

Understand your goal

Analyze the circumstances

Construct a plan

Implement our strategy

Review our progress

Are you ready to take your first step?

How we help

At Julia Cheng Wealth Management and Estate Planning, we have a strong commitment to three core values: personalized service, professional guidance and practical solutions. Everything we do is customized for the individual.

Whether you are a business owner, a retiree or simply someone who wants to make wise financial decisions, you can be confident in knowing that we’re looking out for you and your interests.

Comprehensive Financial Planning

Our experienced team is ready to help you make the most of your finances. From investment advice and risk management, to individual family financial planning, benefits planning and estate protection, we are prepared to create a clear roadmap to your financial goals.

Retirement Planning

Shouldn’t you get to experience retirement the way you want to? A secure, enjoyable retirement doesn’t happen on its own – it requires precise coordination, strategic planning and effective implementation. By matching your needs and desires with the appropriate financial strategies, we’re able to put you on a smooth road to your ideal retirement.

Business Planning

As a business owner, you understand the value of tactful budgeting and wise financial decision-making. Our team wants to help you create a future for your business that aligns with your dreams and goals. By employing strategies such as succession planning, executive compensation and key-person planning, we can help take your business from where it is, to where you want it to be.

Legacy Planning

The decisions you make now will shape the legacy you leave for future generations. Our team is here to walk with you through every step of the decision-making process. Through strategic financial planning, we can help you build a future that you are proud of - one that has the maximum impact on your heirs and any charities that you want to support. As experts in the wealth preservation area, we can ensure that you will leave a legacy that will make a deep impact on the generations that follow you.

Global Financial Planning

For decades, our team has had a passion for helping individuals receive the international financial expertise they deserve. The area of global financial planning is often surrounded by complicated regulations. Without an experienced guide, you could find yourself trapped in a confusing web of vague laws and procedures.

Fortunately, our team is equipped with the experience and resources to smoothly navigate you through the complex environment of global financial planning. Just like everyone else, you deserve the opportunity to leverage your finances to accomplish your goals. We’re here to be your guide and your team along every step of your financial journey.

Our team

Julia Cheng CFP, MBA, CMFC, CLTC, CSA

Principal

Thirty-five years ago, Julia came to the United States with only thirty-five dollars in her pocket. But driven by an indefatigable work ethic and professional compassion, Julia Cheng has created a successful wealth management and estate planning firm.
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Stephanie Chang
Marketing Manager
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Callie Ma
Customer Service Manager
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Ashley Chang
Marketing Consultant
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Kent Griffin
VP of Case Design, Advanced Markets
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Don Rosborough
Director of Advanced Markets
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Contact us

We look forward to walking with you on your financial journey. Our firm understands the value of teamwork and strategic partnerships, which is why we are also happy to work alongside lawyers, CPA's or any other financial advisors that you are connected with. At the end of the day, we're here to do whatever we can to help you make the most of your finances.
Give us call or email us today, and let's get started.

Email: info@juliacheng.org
Phone: 858-505-8889
Fax: 858-505-8885

Our branches

San Diego:
7380 Clairemont Mesa Blvd, #209
San Diego, CA 92111
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New York:
133-14 39th Ave
Flushing, NY 11354
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Los Angeles:
36 W. Bay State St
Alhambra, CA 91801
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