About Company

Wealth Cairn is an investor coaching and fiduciary advisory firm focused on helping clients discover their purpose for money and build secure, purpose-driven financial plans. The company offers family and business financial planning, ERISA/401(k)/403(b) benefits consulting, retirement planning, tax strategy, data-driven investing, security-based lending, donor-advised funds, and insurance solutions (life, disability, long-term care), while also running workshops and pro bono services; Wealth Cairn is led by founder Peter Mu, CFP®, ChFC®, and maintains offices in Northern and Southern California (see the company website for details) (Wealth Cairn homepage, Coaches page).

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