Contact
- Address
- 18809 Cox Ave, Suite 150, Saratoga, California, 95070
- Phone
- (408) 507-9328
- Website
- www.seabreezewealthadvisors.com
Business Hours
| Sunday | Closed |
|---|---|
| Monday | 08:00am – 05:00pm |
| Tuesday | 08:00am – 05:00pm |
| Wednesday | 08:00am – 05:00pm |
| Thursday | 08:00am – 05:00pm |
| Friday | 08:00am – 05:00pm |
| Saturday | Closed |
Description
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.