您在舊金山的最佳投資/理財夥伴

LUCY CAI • 菁英團隊

LUCY CAI 擁有美國MBA學歷與20餘年房地產銷售經驗,讓她幫您規劃最佳投資方案,助您積累財富並傳承子孫。

專訪 Lucy Cai

我們為孩子選擇怎樣的教育基金才是最安全可靠呢?[2019/7/23]
房市、股市、保險理財到底那種渠道投資最安全可靠?[2019/5/15]
人壽保險背後的價值,您可能還不知道!

「保單評測」是花15分鐘讀完,還是花15年冤枉錢?

LUCY CAI • 菁英團隊

LUCY CAI • 菁英團隊總部設於美國加州矽谷,由地產,金融、理財資深專業人士共同發起和運營。團隊內有律師,會計師,稅務師,精算師組成。公司定位於“省稅,免稅,退休,理財,教育基金,遺產規劃,資產傳承”,旨在為美國,或中美跨境家庭提供個性化、專業化和系統化的財富管理服務。
  • 想要資產轉移到海外?
  • 想要給子女有保障的教育基金?
  • 想要完美的退休計劃?
  • 想要海外投資移民、海外置業?
  • 想要做好財產傳承、轉移、規劃?
這就是LUCY CAI • 菁英團隊理財團隊為您提供的全方位服務

菁英團隊成員

我們為您提供個性化、專業化和系統化的財富管理服務

Jack Liu

高級理財顧問

Julia Kong

地產Broker

Renee Lin

高級理財顧問

Jan Wu

地產、理財顧問

Suan Tan

理財顧問

Yicheng Chen

理財顧問

Jessie Ho

律師

Name

會計師

Susie Li

項目經理

Hanna Huang

客戶經理

客戶的讚賞

客戶對 Lucy  Cai 和她的團隊的評價

Lucy was professional, (and she) explained every step of the process, and provided guidance. It was very pleasant working with her.
Sinan
I got to know Lucy first when she helped me find my first place, during the process, she was professional, explained every step of the process, and provided guidance. Throughout the entire time, her focus was on what was best for me as her client, I did not feel any pressure to overbid nor to compromise on my wish list. It was very pleasant working with her. And as a results I have know her for more than 10 years and she has always been my go to person, to for selling or buying other properties. I recommend Lucy to all my friends as she always puts her clients benefits and needs at first priority.
Sinan