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Home > Financial Planner Directory > California > Santa Clara > Jenna Hung, CFP®, CPA, PFS, AIF

Jenna Hung, CFP®, CPA, PFS, AIF

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LifeStream Wealth Planning

5201 Great America Pkwy

Suite 320

Santa Clara, CA 95054

Phone: (408) 657-6880

Fax: (408) 273-6390

Save to Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties

Comprehensive Financial Planning
401(k)/403(b)/IRAs
Buying a Home
Career Change
Cross-border Planning
Asset Allocation
Business Taxes
Estate Planning
Corporate Finance
Investment Management
Employee Benefits
Mutual Funds
Real Estate
Insurance
Retirement
Life Planning
Startup
Succession Planning
Starting a Family
Long-term Care
Nontraditional Households
Personal Taxes

How Planner Charges

Fee Only

Considerations: Complexity of the plan

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.

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