Julia Cheng Wealth Management and Estate Planning

Julia Cheng Wealth Management and Estate Planning, based in San Diego, CA, is an independent, family-owned firm dedicated to providing personalized financial advice and services. With decades of experience, the firm focuses on understanding clients' unique dreams and goals to create customized financial strategies that encompass comprehensive planning, retirement, business, legacy, and global financial needs.

Founded by Julia Cheng, a recognized leader in the financial advising industry, the firm prides itself on a client-centered approach and a commitment to unbiased recommendations. Their experienced team is equipped to guide clients through every step of their financial journey, ensuring they achieve their desired outcomes and leave a meaningful legacy for future generations.

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