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.