About Us
About Global Wealth Harbor
GLOBAL WEALTH HARBOR LLC (“GWH”) is a fee-only registered investment adviser, which means our firm has fiduciary duties to clients. GWH offers Wealth Management and Financial Planning services tailored to clients' specific objectives and constraints helping clients achieve their financial goals.
GWH works with Charles Schwab keeping clients' assets under the custody of a large full-service financial institution. GWH clients get the protection and security of having their accounts opened at Charles Schwab while enjoying the benefit of GWH's independent customized advice and services created solely in clients' best interests.
Meet Our Founder
Jiayi (Kristy) Xu, MBA, CFP®
Kristy is a financial advisor and is experienced working with tech firm employees, business professionals, entrepreneurs, and business owners.
Kristy received her MBA degree from Carnegie Mellon University, Tepper School of Business and her Bachelor degree from New York University, Stern School of Business majoring in Finance and Business Economics. She is also a CERTIFIED FINANCIAL PLANNER™.
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Kristy differentiates her businesses by providing in-depth analysis, customized service structures, detailed explanations of advice, and highly responsive communications. She has also been constantly growing her professional and technological resources, providing clients with first-class financial planning service experiences as a boutique firm. Her philosophy of running the business is to always provide more value than what clients expected to receive and form a long-term trusting relationship with clients.
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Kristy currently resides in San Francisco Bay Area and she is also a native Chinese speaker (and will be able to conduct meetings in Chinese as needed).
