Kelly Eng CFA

Love these ways to help!

Many of our clients have found success in starting their own businesses and we are proud to help them navigate financial security as small-business owners!

Chadwick Boseman's wife, Simone Ledward, filed documents in court requesting to be named administrator of the "Black Panther" star's estate. This news breathed new life into the discussion of why it is important to have a will and trust in order. #estateplanning #financialplanning #personalfinance

Nobody signs up for these times, but there are a number of actionable steps business owners can take to build long-term customer loyalty, relationships and profitability. Laughter is often the best adhesive.

I'm so proud of our team at WestPac! Fortune has recently recognized our team as one of the top 100 medium-sized workplaces in the U.S. in 2020. I believe that our mission and values, which center around the people in our community and putting our clients first, helped to attribute to this repeat recognition. Learn more why working with our company is so great: