Are you wondering if there is a strategy to help navigate through complex financial needs, grow your wealth, protect your future and retire on your terms? My goal is to help you attain these dreams.
I want to help you and here is how:
1. Use all your financial information to create a current financial picture, so you know where you are.
2. Determine specific and measurable goals by working hard to understand what is important to you.
3. Create a personalized and tailored strategy to help you achieve your goals. This is an ongoing and active process throughout your life and our approach is:
> Protect: from the unexpected, catastrophic and life-changing events
> Invest: establish investment guidelines and strategies to address risk, allocations, diversification and time horizon
> Spend: budget and cashflow
> Borrow: identify an opportunity when borrowing reduces risk, improves cashflow or builds wealth
> Strategize: work together to create tax mitigation strategies
4. For clients who are approaching retirement, I can help create a tax-efficient retirement income and a wealth transfer strategy.
This is a lifelong and complex process, my team will work closely along with you, your attorney, accountant and other trusted professionals. We will help organize, coordinate and process your financial information and an annual update. In addition, we have thousands of professionals at our headquarters support our office to ensure you receive the most current and timely guidance. This partnership will help us keep you on track.
I was born and raised in Thailand before moving to the States. After 12 years with other Fortune 500 companies, leading their finance and operations teams, I joined Edward Jones in 2005, and have been serving my clients since. I volunteer with The Belmont Rotary club to give back.
My team member, Hiromi, grew up in Japan. Her husband and their dog, Mochi, moved to San Mateo in 2011. Hiromi is a Lions Club member and loves crafting.
- Wealth Strategies
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Insurance & Annuities
- Intergenerational Planning
My Personal Interests
- Community Outreach
Phone NumberSirinee Tippakorn at (650) 802-8504
|Mon||09:00AM - 05:00PM|
|Tue||09:00AM - 05:00PM|
|Wed||09:00AM - 01:00PM|
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