Meet Eunsoo Chung, CPA/PFS, CFP® | Financial Planner San Francisco & Virtually
Bringing Direction, Care, and Honest Perspective to Your Financial Journey.
You’ve saved, planned, and done your research, now you want to know if it’s on track for your life goals.
You’re the type of person who takes responsibility seriously. You’ve been diligent about maximizing your 401(k), you’ve built an emergency fund, and you’ve even done some estate planning. But despite all your careful preparation, there’s still that nagging question: Is this actually enough?
Financial planning involves so many moving pieces, and it’s hard to know if they’re all working together well. You want validation that you’re making smart decisions, but you also want to catch any blind spots before they become problems.
Most importantly, you want to feel confident that your finances are set up to support the life you deeply desire, not a generic version of “financial success.” If so, your search for a “certified financial planner San Francisco” ends here.
Money is a tool, not the destination.
Your investment accounts and tax strategies matter because they create space for what matters in life: time with family, meaningful work, the ability to be generous, and the security to make choices based on your values rather than financial pressure.
This is why we don’t rush through a single overwhelming presentation or hand you a generic plan. Together, we’ll dig deep into the six core areas of your financial health—cash flow, retirement, investments, tax strategy, insurance, and estate planning—over several months. You get time to ask questions, understand the reasoning, and move from uncertainty to the ultimate peace of mind, stability, and independence.
We are a
Fee-Only Fiduciary
We’re paid only by you, never by third parties
With us, you have
Direct Access to Expertise
Work one-on-one with Eunsoo throughout your relationship
Fee-Only Financial Planner in San Francisco & Virtually
Meet Eunsoo Chung,
CPA/PFS, CFP®
Like many people, I thought my career would follow a predictable path: work hard, save consistently, and everything would fall into place. Then life had other plans. When I faced a life-changing challenge that required me to step back from work, I learned the importance of financial peace firsthand. Because my finances were organized, I could focus on healing without worrying about affording treatment or how long I could go without income. That mental clarity was as important as any medical care I received.
Now, I bring both the technical expertise as a CPA/PFS and CFP® professional, and the real-world understanding of how financial stability creates freedom when life takes unexpected turns. Because it inevitably will, whether that’s wanting to pursue a career change, evolving family responsibilities, or going after new opportunities without financial stress.
As your financial planner, my goal is to help you build an emotional and practical sense of security around money.
The numbers and strategies matter, but they’re really about creating space for you to live fully, knowing that whatever comes your way, you’ll have the financial foundation to handle it with grace and achieve Wealth Peace.
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Financial Planning for Real Life.
If you’re wondering whether financial planning is “for someone like you,” it probably is. Maybe you’re a tech professional earning six figures but living paycheck to paycheck in the Bay Area. Or a doctor who spent years in training and is just now starting to build wealth in your 40s. Perhaps you’re inheriting money and have no idea how to manage it responsibly, or you’re a dual-income couple juggling private school tuition, aging parents, and retirement savings.
What all our clients share is the desire to be smart and confident with their money. Whether you have $50,000 or $5 million, whether you’re 35 or 65, the goal is to create financial peace that supports your time, your family, and your future.