Contact info

Phone: (408) 873-3288

19620 Stevens Creek Blvd.,
Suite 160
Cupertino, CA 95014

Hours of Operation

Monday – Thursday
8:00AM – 4:00PM

8:00AM – 5:00PM

10:00AM – 2:00PM

At CTBC WealthManagement, your financial goals are our goals; your concerns are our concerns.Our high-touch, bilingual financial consultants with years of experience will work with you to understand your investment goals, prioritize your financial needs, and outline strategic investment paths based on you.

As a valued client, you will receive full attention and strong support from the CTBC Wealth Management team. Our dedicated financial professionals strive to help you optimize liquidity by providing personalized advice and specialized guidance. Achieving your financial goals is our top concern. We take holistic views of your finances, and tailor financial solutions that help you grow and preserve wealth to realize your financial goals. 

CTBC Wealth Management offers a wide range of investment products and fee-based advisory services to help you grow your assets, from every day transactions to long-term goals.