Wealth Cairn - An Investor Coaching Company - Campbell, California

alivlog O. (.

this review is coming from someone who has zero knowledge never done it never even had the conversation investor
and 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 far

I 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!

Nick K.

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. I've left this one session with a new mindset on my finances. I would recommend to anyone a session with him.

Carolyn P.

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.

Débora S.

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. I'm confident that my financial future is on the right track, and I highly recommend Wealth Cairn.

Taisiya K.

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 it's not just about the numbers, it's also about the meaningful application of wealth.

I highly recommend Peter's services

Travis C.

Peter Mu- Owner of Wealth Cairn is my Financial Advisor. His coaching approach to investing is great- he's help educate me to really understand short and longterm financial goals. We've looked at various Retirement Accounts, Insurances, Trusts, Living Health Care directives, and more.

We've sat down and discussed numerous times the best financial goals for me personally. He's 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.

Joanna G.

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!

Sierra B.

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.