Professional ServicesFinancial Planner

Seabreeze Wealth Advisors

Saratoga, California

Contact

Address18809 Cox Ave, Suite 150, Saratoga, California, 95070
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About Seabreeze Wealth Advisors

Seabreeze Wealth Advisors is founded and led by Julie Ping He, an award-winning investment manager with 30+ years of experience, a CFP® professional, and a fiduciary to her clients. Seabreeze Wealth Advisors takes a comprehensive, long-term approach to helping our client's achieve their financial goals and objectives. We help grow, protect and transfer wealth in a way that aligns money with our client's life goals, values and legacy.

Business Hours

SundayClosed
Monday08:00am – 05:00pm
Tuesday08:00am – 05:00pm
Wednesday08:00am – 05:00pm
Thursday08:00am – 05:00pm
Friday08:00am – 05:00pm
SaturdayClosed