Julia Cheng, PhD
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.
For over twenty years, she has been providing comprehensive financial, business and estate planning for a diverse clientele with uncompromising attention to details and client satisfaction. Having first-hand experience in financial services and working in the global economy, Julia takes a prudent approach to providing effective and sound unbiased recommendations to her clients and their families.
After earning the prestigious designation of Certified Financial Planner through the College of Financial Planning, Julia became an instructor of the advanced estate and business planning in Western Regional Territory of Prudential Financial. She has also conducted various workshops and seminars to women and business owners nationally and internationally.
Julia has become one of the most recognized and respected financial advisors in the world, having earned more than 100 awards for her quality service, professional accomplishments and community contributions. However, even with all of her success, Julia hasn’t lost touch with what she enjoys most about her work: guiding individuals along the road to their financial dreams.
CA License# 0816637. Julia has securities licenses in series 6, 7, 24, 26, 63 and 64. In 27 states, she is licensed in life, property and casualty insurance.
