Our Philosophy
At Princeton Wealth Planning, we believe in building a financial future that offers both peace of mind and lasting impact. Our approach focuses on four key pillars: creating dependable retirement cash flow, consistently growing your assets, optimizing your after-tax net worth, and enhancing your legacy. We achieve this by meticulously planning your retirement income, implementing smart, tax-efficient investment strategies, and integrating comprehensive estate planning, ensuring your wealth truly serves your loved ones and values, today and tomorrow.
Our Principal
At Princeton Wealth Planning, we are dedicated to upholding the highest standards of integrity, objectivity, and unwavering client-first service in every facet of our wealth management and planning practice. As true fiduciaries, we always put our clients’ best interests above all else, ensuring that every recommendation is transparent, unbiased, and grounded in deep professional expertise. We maintain full transparency regarding our fees and proactively disclose any potential conflicts of interest, empowering clients to make informed decisions with confidence. Our team is committed to strict confidentiality, clear and open communication, and ongoing professional development—so that each client receives thoughtful, personalized guidance to secure their long-term financial well-being and legacy.
Professional Designations & Affiliations
Lisa Liu, CPA, CFP®, CPWA® Advisor
Lisa is a dedicated financial advisor passionate about helping clients achieve their financial goals. Her strong analytical background, developed through studies at Beijing University (BA, International Economy) and Rutgers University (MBA, Public Accounting), is complemented by practical experience gained at Merrill Lynch, Deloitte & Touche, and SS&C Technologies. This journey provided her with deep insights into retirement accounts, investment audits, and specialized tax management, all of which she's applied to personal financial services since 2016.
As a fluent speaker of both Chinese and English, Lisa excels at guiding a diverse clientele, including high-net-worth individuals, through the intricacies of both U.S. and Asian financial systems. When she's not helping clients, Lisa enjoys exploring new places, practicing Pilates, singing, and playing pickleball.
Life Relevant Financial Advice
My objective as your financial advisor is to inspire and guide you toward pursuing the life of your dreams. I will help you explore your highest aspirations and imagine the life you may have never thought possible before. And together, we’ll create your personal “Financial Strategies” plan.
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Secure Your Finances
Choosing Princeton Wealth Planning means opting for a partner who prioritizes your financial well-being above all else. Contact us today to start planning your future.