Jean Guo

With a background as a university lecturer and a Chartered Retirement Planning Counselor™ (CRPC®), I specialize in turning complex retirement decisions into clear, step-by-step strategies — so you can plan your next chapter with ease and confidence.

What does your retirement plan cover?

A truly complete plan protects more than just investments.
It gives you steady income, safeguards your health costs, and ensures your legacy.

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Cashflow

A reliable, structured income plan so you can enjoy life without fear of running out.

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Health Care

Cover rising medical costs and long-term care needs, so your health never becomes a financial burden.

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Legacy Planning

Make sure your assets pass smoothly to loved ones — aligned with your wishes and tax-smart.

One Hour Free Consultation

We'll explore your goals, review your current picture, and outline clear next steps — all with no obligation.Please email me to book your time at [email protected]

Contact Me

Email: [email protected]Office: 22632 Golden Springs Dr suite 110, Diamond Bar, CA 91765