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Julia Cheng, CFP, MBA, CMFC, CLTC, Principal of Wealth Management and Estate Planning Inc. has won more than 80 rewards for her profession and community services over the twenty years, including the Presidential Seal of Honor by ABI in 2007. Most recently, for the third times she is honored as FIVE STAR Wealth Manager by Crescendo Business Service. Her firm is licensed in 22 states and clients from United States, England, Germany, China, Taiwan, Malaysia, Singapore and other Asian counties.
Julia began her career as an analyst for Commercial Properties at California Real Estate and Land Use Institute 20 years ago. Since then, she has been providing comprehensive financial, business and estate planning for a diverse clientele with uncompromising attention to details and clients’ objectives.
Coming to the United States as a college student with only $35.00, 29 years ago, she persevered, driven by an indefatigable work ethic and professional compassion with her career. She received her MBA degree in Finance at San Diego State University in 1990 and completed Executive Study Program at Wharton Business School in 2008, and earned the prestige designation of Certified Financial Planner through College of Financial Planning.
Julia understands the importance of accumulation and preservation of wealth. She is constantly learning and sharing her expertise to her clients to keep them up with the current. She also offers strategic financial planning for women in their special planning for marriage, childbirth, divorce, death of spouse, longer life expectancy, caring for aging parents
Julia has a balanced life despite of busy schedule with daily activities. At leisure, she spent quality time with her family. She travels, exercises, goes to concert, films and watches movies. She currently serves as an advisor to the Asian Heritage Society.
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