Eunsoo  Chung,  CFP<sup>&reg;</sup> - Financial Advisor

Eunsoo Chung, CFP®

CPA/PFS, AFC®

Financial Planner

WealthPeace LLC

1900 S. Norfolk Street, Suite 350
San Mateo, CA 94403
FINANCIAL ADVISOR'S WEBSITE
(650) 246-4500 CONNECT WITH Eunsoo
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General

Eunsoo Chung is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at WealthPeace LLC in San Mateo, CA and the surrounding communities.

Financial Advisor Overview

Building a Life Based on What You Value Most: Structured, Personalized, and Fully Tailored Planning (WealthPeace LLC provides advisory services through XY Investment Solutions, LLC, an SEC-registered investment adviser.)

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Financial Advisor Experience

I bring a unique combination of financial planning expertise, accounting & tax knowledge, and 25+ years of experience in financial services. After experiencing a life-changing event where financial stability allowed me to focus fully on healing, I understand firsthand how the right financial plan creates space for what truly matters. I’m honored to partner with you in building a life that’s rich in security, purpose, and the freedom to make choices based on what you value most.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)
  • Other - AFC®

Financial Advisor's Specialties

Comprehensive Financial Planning, Life Planning, Retirement, Sudden Wealth, Men's Finances, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources