Kelly Eng CFA

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

A life insurance policy is more than just a contract, it’s a commitment to fulfill a promise when you needed most. From ...
06/01/2026

A life insurance policy is more than just a contract, it’s a commitment to fulfill a promise when you needed most. From customer to advocate, watch Joleen’s personal journey to finding solace in times of crisis.

Watch Joleen's journey to find comfort in times of crisis

Are you on the fence about working with a financial professional? This video will give you some food for thought. Watch ...
05/25/2026

Are you on the fence about working with a financial professional? This video will give you some food for thought. Watch here:

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

From credit cards to mortgages, most of us go into debt for the lifestyle we want. Here are 8 ways to help manage debt w...
05/18/2026

From credit cards to mortgages, most of us go into debt for the lifestyle we want. Here are 8 ways to help manage debt wisely to avoid overextending yourself.

8 ways to help manage debt wisely to avoid overextending yourself.

Is your retirement portfolio subject to “sequence of returns” danger?
05/11/2026

Is your retirement portfolio subject to “sequence of returns” danger?

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

Gig work gives you more freedom, plus you’re your own boss, but it can also make you feel less financially secure. Here’...
05/04/2026

Gig work gives you more freedom, plus you’re your own boss, but it can also make you feel less financially secure. Here’s how to enjoy the benefits while also protecting your financial stability.

Tips to help you enjoy the freedoms that gig work provides while also helping protect your financial stability

Retirement is a goal for many people, but preparing for it takes work. Keep these nine things in mind as you think about...
04/27/2026

Retirement is a goal for many people, but preparing for it takes work. Keep these nine things in mind as you think about your retirement and what you want it to look like

Retirement offers the promise of relaxation, but it can deliver challenges to physical, mental, and financial health

Does a term life insurance policy that can be converted to permanent life insurance as your protection needs change make...
04/20/2026

Does a term life insurance policy that can be converted to permanent life insurance as your protection needs change make sense for you and your loved ones?

A term life policy can be converted to permanent life insurance as protection needs for you and your loved ones change

The stock market has a long and storied history, from the Dutch East India Company to Wall St.
04/13/2026

The stock market has a long and storied history, from the Dutch East India Company to Wall St.

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

When employees are stressed about money, they are distracted and less productive. Business owners can help solve this is...
04/06/2026

When employees are stressed about money, they are distracted and less productive. Business owners can help solve this issue with a financial wellness program.

When employees are stressed about money, they are distracted and less productive. Business owners can help.

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.
03/30/2026

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

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2603 Camino Ramon, Suite 475
San Ramon, CA
94583

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+14153065291

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