Capital Financial Wellness
Wellcome to
Capital Financial Wellness
THE TRUSTED FINANCIAL CONSULTANT THAT FOCUSES ON YOUR FINANCIAL WELLNESS
We are expert in financial matters, but that is not enough,
understanding your unique situation including
your background, your business, aspirations, expectations, strengths and weaknesses
is essential to make sure you have a great financial plan that
will maximize and protect your capital and hard earned money.
Hi, I'm Sabrina Hsiang Lo, the financial consultant of this fiduciary firm, I started my career in finance in 1995, my areas of expertise includes personal financial planning and business financial optimization. My experience also includes several fields in large corporations like pension funds, investments, financial management and corporate finance.
I am passionate on helping people achieving their financial wellness including their aspirations and goals.
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for a free consultation, I would love to help.
Capital Financial Wellness is an independent financial consulting firm,
as opposed to other financial advisory firms,
where may direct you to invest in certain funds or purchase insurance
because they may receive additional commissions or management fees
that you may not know.
Here, we provide you with objective and transparent advice,
always tailored to your unique situation,
from our several experts, we will come out with the best path
to maximize your wealth, minimize your risks
and accelerate your way towards your financial goals
Our goal is to help you to achieve your financial wellness
so schedule your free consultation to find out!
A great financial plan should address all areas so you are financially protected from uncertainties of life events and be effective on building wealth along your life.
We would love to hear from you!
Contact us
Email : cfwabcd@gmail.com
Text or Call : 213-344-7565
4310 Sierra Woods Ct
Charlotte, NC 28216 USA