Kelly Eng CFA

Kelly Eng CFA Working with Tech/Finance/Medical professionals and Founders/Business Owners strategically accumulate wealth with less risk.

If you’re a small business owner, having adequate protections in place can not only help your business flourish but also...
08/31/2026

If you’re a small business owner, having adequate protections in place can not only help your business flourish but also help protect you and your family from financial risk.

Small business plans often miss key insurance protections. Learn what coverage can help protect your business and family.

There are four basic steps to calculating the value of an estate.
08/24/2026

There are four basic steps to calculating the value of an estate.

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

Divorce can reshape every part of life, including your finances. From splitting assets to planning for your new future, ...
08/17/2026

Divorce can reshape every part of life, including your finances. From splitting assets to planning for your new future, here’s what to know so you can move forward with clarity and confidence.

Here are some retirement strategies for life after divorce to help maintain your financial wellness.

Creating a budget may take time and effort, but the payoff is worth it. Check out these 7 simple tips and tricks that ma...
08/10/2026

Creating a budget may take time and effort, but the payoff is worth it. Check out these 7 simple tips and tricks that may help you stick to your budget.

Effective budgeting will empower you to make responsible financial decisions without sacrificing your emotional well-being

Secrets of the Temple: How the Federal Reserve works.
08/03/2026

Secrets of the Temple: How the Federal Reserve works.

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

This piece guides readers through placing financial pillars in place, sustaining financial well-being or creating wealth...
07/27/2026

This piece guides readers through placing financial pillars in place, sustaining financial well-being or creating wealth.

Sustain financial well-being or create wealth through these actions.

Getting a raise is certainly something to celebrate but how you spend this money can impact your financial health. Here ...
07/20/2026

Getting a raise is certainly something to celebrate but how you spend this money can impact your financial health. Here are a few tips to help you manage more money in a way that’s both productive and protective.

There are a lot of things you can do with a pay raise, but how you spend this money can impact your financial health. 

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.
07/13/2026

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Worried about passing your wealth to a troubled adult child?There are strategies that can help.
07/06/2026

Worried about passing your wealth to a troubled adult child?There are strategies that can help.

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

How much is enough for your emergency fund?
06/29/2026

How much is enough for your emergency fund?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

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2603 Camino Ramon, Suite 475
San Ramon, CA
94583

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+14153065291

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