Contact – Key Focus Wealth – Wei Trieu, CFP®

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Key Focus Wealth is located at Bishop Ranch in San Ramon. We accept appointments in person, on the phone, or via video calls. Schedule a complimentary initial consultation to learn about our services and how we can help.

2603 Camino Ramon, Suite 418
San Ramon, CA 94583

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Retirement planning
Investments
Estate planning
College planning
Tax strategies
Budgeting and organization

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Key Focus Wealth LLC (KFW) is an investment advisor registered with the State(s) of California and in other jurisdictions where exempted. KFW conducts business primarily in California, where our office is located, and in various other states. This website is not intended as a solicitation of any kind for advisory business in any state other than California. All information provided is for educational purposes only and does not constitute investment, legal or tax advice, an offer to buy or sell any security or insurance product; or an endorsement of any third party or such third party’s views. Whenever there are hyperlinks to third-party content, this information is intended to provide additional perspective and should not be construed as an endorsement of any services, products, guidance, individuals or points of view outside KFW. All examples are hypothetical and for illustrative purposes only. Please contact us for more complete information based on your personal circumstances and to obtain personal individual investment advice.

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