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Karen Liu

Liu Wealth Strategies

★★★★½ 4.7 (88 reviews)

14+ years of experience

Fiduciary Fee-Only CFPCPAAIF Fee OnlyInvestment ManagementTax Planning

About Karen Liu

Karen is a fee-only advisor helping Phoenix professionals and retirees with portfolio management and tax-smart financial planning. She earned her CPA before transitioning to financial planning.

Office Address

1 E Washington St, Suite 500, Phoenix, AZ 85004
Phoenix, AZ

Contact Information

Phone: (602) 555-0502

Minimum Investment

$50,000

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