Owner/Certified Financial Planner™ & 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 services 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.
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.