Welcome to High Valley Financial Planning Services

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Address:

1851 McCarthy Blvd., Suite 208
Milpitas, CA 95035

Phone:

(510) 870-0725

Fax/Other:

(510) 857-1098

AiRung Liu

AiRung Liu

CERTIFIED FINANCIAL PLANNERTM Professional & Chartered Advisor in Philanthropy®

AiRung Liu is the owner of High Valley Financial Planning Services. High Valley Financial Planning Services is a privately owned, diversified, and full service financial planning company located in Fremont, California.

Depending upon client preference, High Valley advisors receive compensation on a fee-based (percentage of assets under management) or fee-only (fee for service) basis.

Ms. Liu comes from a background of 13 years in corporate financial management, including ten years at leading semi-conductor manufacturer KLA-Tencor Corporation. Her entry into the financial services industry began in 2003 with Morgan Stanley (now Morgan Stanley Smith Barney). She achieved certification as a CERTIFIED FINANCIAL PLANNERTM professional in 2006 and in 2009 joined Cambridge Investment Research, Inc., a privately owned broker/dealer and a four-time honoree in Investment Advisor magazine's Broker/Dealer of the Year annual poll of advisors. (2003 Division III, and 2007, 2008, 2010 Division IV)

Since 2006, Ms. Liu has been advising local non-profit organizations in investment policies and gift planning. To extend her estate planning services to charity and gift planning, Ms. Liu earned the designation of Chartered Advisor in Philanthropy®. The designation reflects her specialty in bringing non-profits and inspired donors together in common purpose to help create inspired legacy plans.

Ms. Liu is a graduate of San Diego State University with a Master of Science degree in Accountancy. She also holds a Bachelor's degree in political science from National Taiwan University. Fluent in both English and Mandarin, and with her past job experience working with people from offices in many different foreign countries, she has the unique ability to serve clients from many cultural backgrounds. Clients frequently praise her ability to communicate very complicated financial matters in a clear, concise, and easy-to-understand fashion.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck