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Master the Discipline of Wealth Creation

with Center Pillar Wealth Management

For Fremont/Newark, SF Bay Area, California


Discover Who We Are

How Clients Perceive Us

Through Knowledge and Experiences


Partnering with us is crucial for achieving their financial goals. We prioritize building trust and confidence with our clients by taking the time to understand their financial situation and always acting in their best interests. Working with us gives our clients peace of mind.

Passion for Excellence
Integrity
Lifetime Learning
Leading by Example
Accountability
Respect for Others

Our actions today determine our destination tomorrow


Master your financial future, contact us today.

Elevate Your Wealth to New Heights with Our Expertise and Support

WHO WE ARE

  • Credentials and Licensing: CRPC Certified, Licensed with Series 7, 66, & 31.
  • Services: Comprehensive Investment Management, Retirement Planning, Tax Planning, Estate Planning, Insurance, and More.
  • Compensation: Customized Fee-Based Planning and Investment Services.
  • Investment Philosophy: Value and Growth-Oriented Investment Approach.


Providing the Keys to Get on Track

We work with you to help simplify your life and provide the security that stems from knowing your financial plan is in place.

Learn About Our Solutions

Your Dedicated Partners in Financial Well-Being

Ripple Leung, CRPC® Photo

Ripple Leung, CRPC®

Financial Advisor
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Ripple Leung, CRPC®

Financial Advisor


Over the course of 18 years, Ripple has honed her expertise in financial planning and asset management by collaborating with over a hundred households. She guided her clients through the challenges of the 2008 credit crisis and the 2020 pandemic.

Her role involves educating clients with the knowledge needed to navigate their financial journey. Ripple attained her Series 7 and 66, along with other professional credentials, during her tenure with Morgan Stanley and Voya Financial Advisors.

Since 2021, she has become an independent RIA; her commitment is to provide comprehensive financial guidance.

In addition to her professional pursuits, Ripple has a strong passion for community service and is dedicated to both her children and her clients.

Kelvin Lei Photo

Kelvin Lei

Client Relations Coordinator
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Kelvin Lei

Client relations coordinator


Kelvin graduated from the University of California, Santa Barbara, and holds a California license in life and health insurance. He has passion for helping people stay healthy, protect their families, and safeguard their assets.

Kelvin excels in a dynamic role that requires both technical expertise and client relationship management skills. He finds fulfillment in meeting his clients' needs and exceeding their expectations.

Kelvin is dedicated to personal and professional growth. He works out at the gym several times a week and enjoys attending networking events to connect with people from diverse backgrounds. He also enjoys reading physical and audio books to stay inspired and driven. He attends Sunday morning services at Resonate Church in Fremont.



Christine Photo

Christine

Digital Marketing and Technology Specialist
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Christine

Administrative Assistant


Meet our team member, an accomplished civil engineer with a Master's degree and a PhD candidate. Her passion for solving complex technical challenges is a testament to her deeply ingrained intelligence and love for her craft.

Having co-founded a public company and retired, she brings with her a wealth of experience and wisdom. She approaches her work with sharp focus and unwavering diligence, exemplifying a positive attitude that inspires those around her.

We are extremely grateful to have her as a part of our team, where she continues to make valuable contributions and shares her expertise with others. Her exceptional skills, unwavering commitment, and can-do spirit are an inspiration to all of us.

AssetMark and American Funds Backing for Support Team Photo

AssetMark and American Funds Backing for Support Team

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Powered by the Support of AssetMark and American Funds


As part of the premier advisory team, we are supported by a dedicated and highly qualified crew who are responsible for daily tasks such as portfolio analysis, investment proposals, back-office administration, and compliance support. They take their work seriously and are committed to making our clients successful. Our platform is equipped with state-of-the-art fintech tools that enable us to conduct sophisticated analytical activities.

One of the key capabilities of our platform is portfolio analysis, which helps us determine the strengths and weaknesses of an investment portfolio and identify areas for improvement. Our team of experts can identify and adjust the asset allocation to align with the investor's goals and risk tolerance. With our team's analytical abilities and the cutting-edge technology at our disposal, we can help our clients make informed investment decisions and achieve their financial objectives.

Our Commitment to Providing Unparalleled Financial Solutions

Developed to Address Your Needs

Financial Planning



Insurance Planning



Investment Planning



Technology Management


        

 


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Newsletter

Estate Planning is Essential for your Family

Creating a living trust isn't a one-time task. It's important to review it periodically, ideally every 3-5 years. Collaboration with legal experts is crucial for a comprehensive approach. Our team can provide financial expertise to complement the relevant legal guidance, ensuring an integrated and effective estate plan.

Over the years, we have helped many clients mitigate numerous issues of outdated information on their trust documents. We hope this event and the information that we provide will be helpful for you, your families, and friends.

Here is one of the stories in which we assisted clients in their scenario (their names are modified for the story):

Before Eddy passed away, he and Sarah worked with us to sort out the titles of their assets and beneficiaries. During the tough time after Eddy's passing, our team, along with the attorney, provided critical support, ensuring a stress-free transition in paperwork and asset changes without errors, giving Sarah peace of mind.

Step up to get clarity on your trust documents. We are here to help!


Past Newsletters

Proudly Serving Newark, CA
and the Surrounding Bay Area

Building Relationships With You In Mind 


We look forward to providing you with the foundation you need to achieve your dreams. Get in touch with us using the form below or give us a call to get started.