Meet With The Founder
How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Kenneth Yuen CFP, ChFC
Owner
Kenneth Yuen, a CFP Certified Financial Planner at SA Stone Wealth Management and an independent advisor of financial and retirement planning. For retirement planning, my obligation is to help employers develop and maintain a plan that meets their goals, as well as helping participants to improve the chances of a successful retirement.
A decent retirement plan requires ongoing attention and reliable service providers. I am also the coordinator working together with these providers to keep the plan in good shape. As a professional plan advisor, I will provide guidance to both employer and employees to meet their responsibilities, and act in the best interests of the plan. I will also introduce programs and education on a timely basis related to plan support and potential improvements.