High Valley Financial Planning Services

High Valley Financial Planning Services is a privately owned, diversified, and full-service financial services company located in Milpitas, California. Led by owner, Certified Financial Planner, and Chartered Advisor in Philanthropy AiRung Liu, the firm helps clients plan for the life they desire by navigating their financial planning journey.

The team listens to your vision, passions, and dreams while striving to understand your challenges and concerns. They aim to align your current resources, needs, wants, and wishes with appropriate tools, investment products, and programs. By staying alert to the marketplace, they monitor your progress to identify risk exposure and help you adjust your portfolio to stay on your financial path.