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Wealth Cairn - An Investor Coaching Company in Campbell

5 (29) 910 E Hamilton Ave Suite 350, Campbell, CA 95008, United States

Wealth Cairn - An Investor Coaching Company image

Categories

Financial planner
Insurance broker
Investment service

Location on the map

Campbell, Santa Clara County, California, US

Phone: +1 408-520-1518
Site: http://wealthcairn.com/

Opening hours

Monday:7:30 AM–5 PM
Tuesday:7:30 AM–5 PM
Wednesday:7:30 AM–5 PM
Thursday:7:30 AM–5 PM
Friday:7:30 AM–12 PM
Saturday:Closed
Sunday:Closed

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Total reviews rating 5

29 Reviews for Wealth Cairn - An Investor Coaching Company 2024:

Review №1

2024-05-07 01:38:04

Peter was incredibly patient in helping me as someone who is just getting started. He helped guide the conversation in a way that encouraged me to ask questions of myself and what I want. Ive left this one session with a new mindset on my finances. I would recommend to anyone a session with him.

Review №2

2023-12-05 06:27:02

I had a highly positive experience with Peter Mu at Wealth Cairn. His teaching approach made complex financial topics easy to understand. Peter genuinely has the heart of a teacher, and I gained valuable insights during our time together. Im confident that my financial future is on the right track, and I highly recommend Wealth Cairn.

Review №3

2023-04-03 17:55:16

This review is coming from someone who has zero knowledge never done it never even had the conversation investorand the reason I gave 4 stars is because I only started working with the company and Peter about 5 days ago so this is my feedback and experience so farI had a great experience working with Wealth Cairn and specifically with Peter as my investor coach. He was incredibly knowledgeable and patient in helping me understand all of my options when it came to building a portfolio that fit my budget and financial goals.What I appreciated most about Peter was that he never pressured me to work with his company or sell me a dream. Instead, he took the time to educate me on the pros and cons of different investment strategies and helped me make an informed decision that I was comfortable with.Overall, I highly recommend Wealth Cairn to anyone looking for investor coaching services. Their team is professional, knowledgeable, and truly cares about helping their clients succeed. Thank you, Peter, for all of your help and guidance!

Review №4

2023-11-17 21:09:26

Working with Peter Mu & the team at Wealth Cairn has been absolutely transformative for me and my family. He has a unique capacity to take complex economic matters combined with the many layers of human dynamics that impact finances and make them readily understandable and — even more important to me — he co-creates pathways to activating those understandings for a more sound financial reality today while developing and implementing a strategy for a strong financial future for me and my family. I wholeheartedly recommend him and the Wealth Cairn team.

Review №5

2022-06-19 20:14:09

I have been working with Peter over four years now. At first I was working with him alone and now I am working with him together with my husband. I always appreciate the conversations we have as part of our annual review. His expertise advice, his coaching skills have me think of what is possible and get me in action for future. Peter is attentive in conversations and really listens for our financial goals. I become aware that its not just about the numbers, its also about the meaningful application of wealth.I highly recommend Peters services

Review №6

2022-05-27 02:33:12

Peter Mu- Owner of Wealth Cairn is my Financial Advisor. His coaching approach to investing is great- hes help educate me to really understand short and longterm financial goals. Weve looked at various Retirement Accounts, Insurances, Trusts, Living Health Care directives, and more.Weve sat down and discussed numerous times the best financial goals for me personally. Hes helped me carve out my plan to be financially free.He is easy to get a hold of, informative and I highly recommend Peter to my clients, friends and family.

Review №7

2022-06-10 03:00:51

Working with Peter on my financial goals and future has been so easy and fun. He listens to me as achieving whatever I set out to accomplish in my career, within my family, and in my communities. He uses tools that help me to realize how I have been successful at reaching each financial stepping-stone along the way. He operates as a peer and a partner, and so I have never felt forced into pursuing investments abruptly, or in a way that doesn’t advance my deepest interests or authentic self. While working with Peter, I have also discovered a lot about how I earn and invest now, so that I can dream, set achievable milestones, and make visible progress toward a future I would’ve never imagined. My partner and I just purchased a family vacation home and are now discussing plans for early retirement, and we can’t wait to discover what else is possible!

Review №8

2022-02-18 23:22:51

I met Peter many years ago on a hiking trip. I engaged in many productive conversations with him about financial planning and being prepared for what life brings. I worked with him back in 2015 and saw the passion he had for preparing his client’s for their financial future. He certainly did not sell you a package and send you on your way. He established a way to make sure that all of his clients questions were answered and that any concerns could be brought up at any time and at any point during the planning process. This is a business that points towards the longevity of life. Peter began his own business shortly after and only took the finest assets he acquired over his reputable years in financial planning to his own business, Wealth Cairn.Fast forward to now, all of those productive conversations about life and finances only paid off for me. I would like to thank Peter for the wealth of knowledge that he brings to the table on many financial subjects. I am now traveling the world, sticking within my budget and adding to my investment portfolio that I started last year. I am feeling financially confident and I only hope this continues to grow throughout the years. Thank you Peter for the spectacular services you offer. It may be difficult to see the benefits of planning now but once you begin to see it, it becomes difficult to let great proactive opportunities sail past you.

Review №9

2023-07-24 23:01:25

What can I say about Mr Peter, he has done nothing but be very knowledgeable and supportive. Me and my gf have had soooo many questions about investing (everything was new to us) and Peter did nothing but guide us through all of it. Every question answered, every email replied back to. If i could give his company a 10 star, I would!! Highly recommend to people that are new or seasoned vets, to investing. Kudos to everyone at Cairn for all of their hard work!!

Review №10

2023-10-16 08:39:31

Peter is a passionate financial coach who is not only dedicated to ensuring you plan wisely for your future but also kind, patient, flexible and readily available for questions, concerns or reassurance. I’m so happy to have found him and highly recommend his company.

Review №11

2022-05-27 14:33:12

I have known Peter for 25 years. He has always been great at assessing your needs and tailoring solution to where you are at currently in life. Not only is he a solution-driven individual, what I treasure most is his integrity so when I finished two master’s degrees, he was the first I connected with in terms of where to take my goals next— financially and professionally. He laid out an actionable execution process. I highly recommend partnering and collaborating with Peter.

Review №12

2022-06-08 01:09:49

I am very glad I found my Financial Advisor Peter Mu. He is professional, trustworthy, and very knowledgeable. He guides, explains, and helps me navigate in the world of finance. When I have a question, Peter is just a phone call away. He is not just an advisor, but also a mentor, who is watching out for you. Between the meetings, he stays in touch with his clients to make sure they are well supported. Peter has a great personality, which makes communication easy. He is excellent. I highly recommend Peter Mus services.

Review №13

2022-05-31 23:07:23

Peter gave me solid, very grounded advice, helped me get focused on the steps to take following our initial conversation. First step: get advised action one completed, then call him back to review the next component of my portfolio so that I may maximize the ROI on the direction of my next investment. Without his direction and advice I was a bit scattered and uncertain. Peter made me feel very confident about my ideas and taking the next steps in planning for my financial future. Hes a deeply valued, and trusted investment advisor that Id recommend to my closest friends and family.

Review №14

2022-05-31 21:09:29

Peter was the initial mentor and influencer of my financial planning mindset. He spent time listening to my situation and goals, based on them he then showed me the fundamentals and broke down my assets in charts to present the actions to take and opportunities of investment. It was easy to understand and eye opening. I recommend his service if you are a newbie to financial planning and asset management.

Review №15

2022-07-01 00:19:54

Working with Peter has completely changed my outlook on my retirement future. Peter helped me identify the things I can do right now to make a difference while not sacrificing the things I like to do now. I have tripled my savings since starting working with him and my anxiety about my financial future has been greatly reduced. Peter spends the time to get to know you and how you live and understand what is important to you so the plan feels personal which makes it easier to stick to.

Review №16

2022-05-28 01:48:13

I am a school teacher with very little experience with retirement investments, except for the usual 403b, until I met Peter. He makes it easy and fun to have conversations about money like one would have about anything at a cafe or party. So I reached out to him one day to consolidate my accounts under one profile for him to manage. Peter took care of it immediately and walked me through each step. Within days, it was done. Peter makes me feel safe financially because he is a man of integrity and experience.

Review №17

2022-06-30 18:38:54

I chose to work with Wealth Cairn since I know Peter operates with a high level of integrity and is someone I trust. He has helped guide me on numerous occasions to make financial decisions I am happy I made. He cares about people and I am thankful to be his client.

Review №18

2023-10-19 01:16:08

I called in not really sure what to expect just looking for help and knowledge for the situation I found myself in. Peter was on the other end of that phone call and I couldn’t have been helped by anyone better. Peter listened and never judged, and told me what I need to hear. Peter made me feel comfortable and was genuinely giving his advice as he would to some he’s known for years and wasn’t trying to sell me something I didn’t need. Do yourself a favor and call, you’ll thank yourself and Peter later.

Review №19

2022-08-12 07:29:17

I have worked with several other financial advisors in the past and Peter by far is the best. I appreciate how responsive he is and how much care he has taken to ensure I obtain the greatest financial profits and benefits. He even was able to fix a matter and get me a refund, when a previous advisor told me nothing can be done. Greatly appreciated him and highly recommend him.

Review №20

2022-06-07 17:28:59

The decision to work with Wealth Cairn was my best investment! They ran very detailed analyses of my assets and goals and provided me with the most optimal financial tactics. The meetings are very open and informal. We even received real help with career change path for one of the family member which resulted in significantly higher income. It is a great feeling that I can get answers for any financial questions tailored to my unique situation.

Review №21

2022-06-07 05:02:18

Its a joy working with Peter! Hes clear, succinct, and committed to delivering a smooth and empowering experience. He makes the financial language easy to understand too. I highly recommend choosing Peter because he brings a coaching style that is engaging, effective, and even enlivening!

Review №22

2022-06-07 00:16:51

Both my Mom and I are well taken care of by Peter and Matson Money, over these last several years. Time again, their advice is clear, sound, and wise. Peter is dedicated, well-versed, and diligent.Working with Peter has been a great and smooth experience; he makes things clear and actually enjoyable. We appreciate their robust scientific approach to investing, with the personal touch too! You’ll love being advised by Peter, and additionally, you’ll benefit from the novel personalized educational programs that Matson Money offers ongoingly.

Review №23

2022-05-27 02:47:09

An Empowered Experience to InvestingAs a couple we have different strengths and knowledge of Finance and Investing. At Wealth Cairn we were both educated and empowered to take our financial destiny into our hands without becoming day traders.With their comprehensive approach we are now aware what happens to our life savings, why they are invested in the way they are, and not just along for the ride in the hopes that we picked someone knowledgeable.We are not just a number, an account that is run through the spiel the head office prescribes. We matter!!!

Review №24

2022-05-27 00:52:12

Working with Pete fundamentally changed how I view finance in my life and in my business. Our work challenged some of my long-held beliefs about money and gave me a lot of very valuable ideas and concrete action plans to follow. A lot more work is still ahead of us, but I am confident about the path I’m on.

Review №25

2022-05-27 18:54:42

Peter was a great help structuring my current and future financial plans. I highly recommend him because of his indepth valuable knowledge and the way he is able to share that knowledge in an easy to grasp manner.

Review №26

2024-06-10 19:09:53

Amazing person to talk to. Would highly recommend. Personable, down to earth and will tell you the truth.

Review №27

2022-06-19 18:58:35

As a daughter of immigrants, Ive known how to make money through hard work and sacrifice. It wasnt until I met Peter that I learned how to finally allow money to serve me and my lifes purpose. Having financial freedom is more than just having a lot of money; its a mindset and a practice.

Review №28

2022-10-12 20:35:43

Working with Peter has been great. I have so much peace of mind knowing that I have an investment available when things are challenging. I’m so glad that Peter is available to provide answers to my questions.

Review №29

2022-06-09 04:53:33

Wealth Cairn has made me more aware of important financial issues, and helped me to fill in some gaps in my formalized family financial planning. It all feels more solid.