James K. Hu,  CFP<sup>&reg;</sup> - Financial Advisor

James K. Hu, CFP®

President

Polaris Financial, Inc.

556 N Diamond Bar Blvd., Ste 304-A
Diamond Bar, CA 91765
(909) 396-8618

General

James Hu is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Polaris Financial, Inc. in Diamond Bar, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Investment Management, Estate Planning, Insurance, Retirement, Long-term Care

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Helpful Financial Planning Resources