Who we are

Mission
Helping people financially produce and support a good life for the rest of their lives.

Values
Do the Right Thing
Elevate Community
Embrace Teamwork
Drive Improvement
Solve the problem

Vision
Good life is enjoyed one moment at a time. While a good life may look different to each of us, the opportunity to live a good life well into the future requires uncommon care and steadfast commitment.

Success is seldom a solo act. Rather, success requires a team; a community. In a world where people struggle to feel confident in their financial future, we see an opportunity to produce a Path of Confidence(TM) for the individuals and families we serve. We endeavor to go beyond the common transactions that often leave people hoping for the best, and indeed offer leadership, education, and an uncommon financial perspective that involves the same confidence that comes from commitments and promises, one client at a time.

PETER MU
CFP®, ChFC®

CERTIFIED FINANCIAL PLANNER™
CHARTERED FINANCIAL CONSULTANT™

408-520-1518
Peter_Mu@PacificAdvisors.com

Why Choose a CFP® Pro
No matter where you are in life, CFP® professionals deliver the highest standard of financial planning service to make sure you’re on the right track. From planning for retirement to saving for college, CFP® professionals are trained to help you develop a comprehensive strategy to reach your short- and long-term financial goals.

ChFC Designation
Advanced planning for every person, every need. That’s the promise of a ChFC® (Chartered Financial Consultant®) designation from The American College of Financial Services.

Check the background of this investment professional on FINRA’s BrokerCheck.

Outside of work, I volunteer as a mentor for the Big Brother Big Sister organization. I enjoy hiking the trails around the San Francisco Bay, wine making, free diving and hang gliding.

In 2013 I started a group called PawPrints. The mission of this community is to connect volunteer photographers and adoption agencies so that every pet available for adoption is accompanied with a high quality portfolio that showcases how beautiful they really are.

Boshra Miarkiani

Marketing Assistant/Support Specialist

408-392-7829
Boshra_Miarkiani@PacificAdvisors.com

I recently moved to the Bay area from Santa Barbara to pursue my MBA at San Francisco State University. Outside of school and work, I volunteer as an ESL teacher at San Jose’s PARS Equality Center for Iranian senior citizens. I also volunteer at the Juvenile Diabetes Research Foundation for the Greater Bay Area Chapter to help spread awareness about Type 1 Diabetes. When I’m not studying, working or volunteering, I enjoy hiking, painting and spending time with family and friends.

Finding a time to meet

Contact Us

1740 Technology Dr
Suite #550
San Jose, CA 95110

Disclosures

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 20 BICENTENNIAL CIRCLE SUITE 100, SACRAMENTO, CA 95826, ph# 916-379-0200. PAS is an indirect, wholly-owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY.

PETER MU, CFP® ChFC® is affiliated with Pacific Advisors LLC., a financial and estate services firm. Pacific Advisors is not an affiliate or subsidiary of PAS or Guardian. Guardian, its subsidiaries, agents, and employees do not give tax or legal advice. You should consult your tax or legal advisor regarding your individual situation. CA insurance license 0E19513

References to other organizations such as PawPrints, and Big Brother Big Sisters are provided as a convenience and not meant to be a recommendation.

Important Disclosures 2017-42394 Exp 10.18

Links to other sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.

This website is made possible by the generosity of the following artists under the CC0 license.