Marcel Miu (CFA, CFP®)
![](https://members.napfa.org/Portals/0/assets/images/contact/08404e81-f54c-478e-9a00-03f11abf0d49.jpg)
![](https://members.napfa.org/Portals/0/assets/images/contact/acc4ec41-1db2-4cc0-99d9-f63ccdf1d4b1.jpg)
Marcel Miu focuses in the
following client markets or areas of practice:
- Corporate Executives
- Estate & Generational Planning Issues
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Corporate Executives
- Estate & Generational Planning Issues
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
Planning Specialties
Giving Tech Professionals Financial Peace of Mind By Unlocking Equity Compensation Gains, Reducing Taxes, and Improving Investments.Additional Information
Hi, I’m Marcel Miu, the founder of Simplify Wealth Planning (SWP). I started SWP to help tech professionals like you master your money and live your best life.NAPFA Start Date
May 30, 2023
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.