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Simon Liu

Chief Marketing Technology Officer

Empirical Wealth Management

Seattle, Washington


Contact Information

Email
Unlock
LinkedIn

Company Information

Company
Empirical Wealth Management
Industry
investment management
Employees
110.0
Seniority
C suite
Annual Revenue
188000.0

Technologies

Outlook Google Cloud Hosting Google Maps (Non Paid Users) Mobile Friendly Gravity Forms WordPress.org Google Tag Manager Nginx Google Font API Google Play reCAPTCHA Google Maps Google Analytics

Keywords

financial planning investment management retirement planning tax planning estate planning wealth management real estate financial advice personalized financial plans tax minimization financial strategies wealth protection cash flow management real estate solutions executive compensation business owner planning portfolio diversification risk management financial education fiduciary services client consultation financial goals asset management customized investment strategies evidence-based research after-tax returns proactive tax harvesting financial transparency community involvement investment analysis charitable planning liquidity needs high-net-worth individuals comprehensive financial planning financial advisor client relationship management financial security personal finance education strategic financial planning investment opportunities retirement income strategy tailored portfolio management wealth creation dividend-focused investments concentrated stock management income generation financial planning software financial literacy programs financial market insights client engagement financial services law practice legal services

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