Fee-Only Fiduciary Financial Planning San Francisco Bay Area & Across the US

Your Plan. Your Priorities. Your Peace.®

Navigate the big decisions with a caring advisor who connects the dots between your finances and the life you’re building.

You Don’t Have to Figure It All Out Alone.

You’ve got spreadsheets, retirement accounts, and investment portfolios, but no clear picture of how it all fits together or whether it’s enough. You’ve done well, but lately, the questions feel bigger and the stakes higher. “Am I saving enough for retirement?” “Should I be doing something different with my taxes?” “Can I afford that home, private school, or dream trip without derailing my future?” You feel responsible for getting it right, but it’s a lot to carry.

Financial clarity creates emotional peace.

When you have a plan that reflects your values and supports the life you want, you can stop second-guessing and feel at ease. This is exactly what we help you achieve.

Get Clear Answers to Your Big Financial Questions.

When it comes to the big questions, you want clarity from someone who understands both the numbers and what they mean for your life and priorities. Led by Eunsoo Chung, CPA/PFS, CFP®, WealthPeace® is a financial planning and wealth strategy firm built to help you make clear, empowered decisions for your money today and your wealth for years to come.

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Financial Planning San Francisco Bay Area: Virtual & In-Person

How We Create Your Wealth Peace.

Instead of a large and confusing presentation, we organize your financial planning into six focused areas:

Cash flow planning

Retirement planning

Investment planning

Tax planning

Risk management and insurance planning

Estate and legacy planning

Each area gets dedicated attention, so you never feel rushed or overwhelmed. As your CPA/PFS and CFP® professional, Eunsoo brings both financial planning expertise and deep accounting & tax knowledge under one roof. You’ll work directly with her throughout the process, and she’ll explain complex ideas in plain terms, respecting your pace and priorities.

Financial planning is personal. So is our approach.

Structured, Personalized, and Fully Tailored Planning

Our process follows a clear structure, but no two plans look the same. Every client moves through the core areas of financial planning—cash flow, retirement, investments, tax strategy, insurance, estate—but the path is shaped around your life, priorities, and questions. Eunsoo adapts the process in real time to meet you where you are, not where a template says you should be.

A Safe Place to Talk About Money

You’ll get a calm, respectful space where you feel heard. We welcome hard questions, complicated feelings about money, and conversations most people avoid. There’s no pressure or judgment because our goal isn’t to build an unrealistic, one-time plan that sits on a shelf. We want a plan that makes sense for your real life, and real life means competing priorities, changing circumstances, and decisions that aren’t always black and white.

Small Firm Feel, Long-Term Relationship

You’ll work directly with Eunsoo throughout your entire relationship, and she’ll be the financial planner in your corner who knows where you’ve been and where you’re going. She’ll take the time to understand not just your financial situation, but your values, concerns, and what you ultimately want out of life. She’ll remember your daughter’s college timeline, your parents’ health concerns, and other important life pieces that influence your financial goals.

Your Virtual & San Francisco Financial Planner

Meet Eunsoo Chung, CPA/PFS, CFP®

I know that the numbers matter, but only because they give you the freedom to focus on everything else that does. When your finances are organized and you have a clear plan, you’re free to invest your time and energy in your family, your passions, and the life you’re excited to live.

I bring a unique combination of financial planning expertise as a CFP® professional, accounting & tax knowledge (CPA/PFS), and 25+ years of experience in financial services that few financial planners in San Francisco can offer. After experiencing a life-changing event where financial stability allowed me to focus fully on healing, I understand firsthand how the right financial plan creates space for what truly matters.

This lived experience, combined with my dual expertise, means I help you build a life that’s rich in security, purpose, and the freedom to make choices based on what you value most.

Money touches everything, and you deserve to feel in control.

WealthPeace® is here to help you feel confident in what comes next.