Best Financial Planner

Cathy Mu

When it comes to naming qualities one hopes for in a financial advisor, “warm, with a vibrant personality” isn’t typically the first item on the list. Yet when you’re entrusting someone with your life savings — or admitting that you need to fix the fact that you have none — it’s nice if you like them. Right? Right. The fact is, Mu is not merely a smarty-pants people-person who will chat with you until her assistant knocks to advise her that her next appointment has arrived (and then knocks again ten minutes later to remind her). She’s a financial whiz of the highest caliber. Whether you’re newly self-employed and need to set up a retirement plan, or figure out how best to slash your payout to Uncle Sam, or a trust fund gazillionaire looking to rethink your investments, you’ll sleep easy at night knowing you have Mu in your corner.

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