Marcel Miu (CFA, CFP®)
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
Fast-Tracking Your Work Optional Date. Because You Want To Turn Your Stock Compensation Into Wealth, Cut Taxes, and Unlock Freedom For Life. We serve people in Austin, TX and virtually nationwide.Additional Information
Hi, I’m Marcel Miu, the founder of Simplify Wealth Planning (SWP). I started SWP to help people who earn company stock master their money and live their best life. SWP is proud to be a flat-fee wealth management firm. Affordable and easy-to-understand fees starting at $7,000 (No % of Assets).NAPFA Start Date
May 30, 2023
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