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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yukun? Claim Your ProfileYukun Wang is a financial advisor with Chequers Financial Management LLC, a family office firm located in San Francisco. Yukun is a registered investment advisor (IA) and has been in the industry since December 2018. Yukun earned their Series 65 license in May 2019 and is currently registered with the state of California. Yukun specializes in high-net-worth clients and provides tailored financial planning, estate planning, tax planning, wealth transfer, and strategic financial consulting services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Highly-tailored family office, estate, tax, wealth transfer, and strategic financial consulting to ultra high net worth clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
01/01/2025 - Present
Chequers Financial Management LLC (SAN FRANCISCO CA)
IA
Issued 05/11/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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