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Keh Shiou L
Series 66
Cupertino, CA
InsideOut Wealth Strategies, LLC
Keh Shiou Leu is a financial advisor at InsideOut Wealth Strategies, LLC with 22 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and Northwestern Mutual Investment Management. He also operated his own consulting business, LKS Financial Management & Consulting, for ten years. InsideOut Wealth Strategies serves individuals, trusts, estates, and small businesses, providing discretionary asset management and ERISA retirement-plan advisory services. The firm employs a multi-method investment approach combining decision analysis, cyclical analysis, fundamental and technical tools, and portfolio theory to manage accounts on a discretionary basis.
Zhijie Z
Series 65
Cupertino, CA
InsideOut Wealth Strategies, LLC
Zhijie Zhuang is a financial advisor at InsideOut Wealth Strategies, LLC with one year of industry experience. He holds a Series 65 credential and previously worked for three years at Greentech Renewables. InsideOut Wealth Strategies serves individuals, high-net-worth clients, trusts, estates, and small business entities with discretionary asset management and ERISA retirement-plan advisory services. The firm uses a multi-method investment approach incorporating decision analysis, cyclical analysis, fundamental and technical tools, and modern portfolio theory to manage portfolios on a discretionary basis.
Houzhen Y
Series 65
Cupertino, CA
InsideOut Wealth Strategies, LLC
Houzhen Yan is a financial advisor at InsideOut Wealth Strategies, LLC with one year of industry experience. Yan holds the Series 65 designation and has worked previously at JPMorgan Chase and World Financial Group. Prior to the financial sector, Yan held various roles in the food and hospitality industry. InsideOut Wealth Strategies serves individuals, trusts, estates, and small businesses, providing discretionary asset management and ERISA retirement-plan advisory services. The firm employs a multi-method investment approach combining decision analysis, cyclical analysis, fundamental and technical tools, and modern portfolio theory to manage portfolios on a discretionary basis tailored to clients’ objectives and risk tolerance.
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