A TRULY INDEPENDENT WEALTH MANAGEMENT FIRM
Key Focus Wealth is a full service wealth management firm dedicated to helping clients achieve their financial goals. Independence is at the core of our firm's values. Having this freedom allows us to truly focus on managing wealth and maintaining strong relationships.
WORK WITH A FIDUCIARY AND CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL
Hiring someone to manage your wealth involves a high level of trust. To be certain you're working with the right person, make sure they are a fiduciary. Key Focus Wealth LLC is a fiduciary and obligated by law to act in your best interest. And working with a CFP® professional means they are qualified to provide you financial advice.
WHO WE ARE
Wei Trieu, CFP®
Founder & Wealth Advisor
Wei Trieu founded Key Focus Wealth LLC to help clients plan for important life moments and manage their wealth. He started his career in financial services in 2001 at a registered investment adviser firm before joining one of the largest investment firms in the country. Wei spent a decade there working with a book of $600 million of assets under management, providing investment solutions and building strong relationships. He is a fee-only independent Wealth Advisor and CERTIFIED FINANCIAL PLANNER™ professional.
Wei is a graduate of the University of California, Irvine and resides in Walnut Creek with his wife and 2 sons.