LifeStream Financial Planning

About LifeStream Financial, Inc.…Taking the Worry Out of Your Financial Future Is Our Only Goal

Hello, we believe we are different from most of the other financial planners in the market place today. Instead of only focusing on the rate of return on the portfolio, we first focus on Wealth Preservation. We work hard to help you keep the money you earn and help you build a platform to accelerate wealth accumulation. After the monetary leaks are stopped and a sound financial foundation is in place, we move on to the Wealth Generation and Monitoring phase. This allows our clients to grow their net worth efficiently and have peace of mind even in an economic down turn. For the majority of Americans there are cost barriers that have prevented them from seeking the help of a financial planning professional. Our approach to the process provides mass affluent clients and emerging professionals access to objective advice at an affordable flat fee without sacrificing fee-only, expert guidance. There is no minimum amount of assets required to be a LifeStream client.

LifeStream is a member of the Fee-Only NAPFA organization, the AICPA, the Silicon Valley Chapter FPA, and the Alliance of Cambridge Advisors.

Jenna Hung
Jenna Hung CFP®, CPA, PFS, MBA, AIF® is founder and Principal Financial Planner at LifeStream. Before founding LifeStream Financial Planning, Jenna worked as a financial executive and financial strategist in major corporations in Seattle, Washington, and Silicon Valley, California. For 20+ years, Jenna has enjoyed the creative part of creating solutions for each unique financial challenge and helping people reach their financial goals.

Jenna is involved in several professional associations. She has been a frequent speaker at many community groups discussing financial planning strategies.

Jenna is a CERTIFIED FINANCIAL PLANNER™ (CFP®), a Big 4 Certified Public Accountant (CPA), and a State Registered Investment Advisor (RIA). She received her MBA degree from Washington State University. The America Institute of Certified Public Accountants recognizes Jenna as a Personal Financial Specialist (PFS). PFS is the only credential issued to recognized financial planners in the industry to hold fiduciary duty to their clients. There are only 3,200+ PFS in the United States today. Jenna earned her AIF® credential in 2010. The Accredited Investment Fiduciary® (AIF®) designation represents a thorough knowledge of and ability to apply a prudent process and to implement proper policies into the investment practices.

David Chiu
David Chiu, MSFP received his Bachelors degree from UC Santa Barbara and holds a Masters degree in Financial Planning from Golden Gate University. David received specialized training in financial planning techniques through the Alliance of Cambridge Advisors. David is a CERTIFIED FINANCIAL PLANNER™ candidate.

David enjoys giving back to the profession. His organizational skills and strategic vision are responsible for the success of the annual advance planner’s conference hosted in Santa Cruz through the Financial Planning Association (FPA). He developed and oversees LifeStream’s internship program for university students from financial planning programs.

David uses his unique analytical and creative skills as part of our team approach to financial planning. He is the go-to person for many of LifeStream clients.

Bonnie Suveerachaimontian
Bonnie Suveerachaimontian holds a B.A. in Business Management Economics from the University of California, Santa Cruz and is currently in pursuit of her M.S. Degree in Financial Planning from Golden Gate University. Bonnie is a CERTIFIED FINANCIAL PLANNER™ candidate. Prior to joining LifeStream, Bonnie worked for PENSCO Trust Company as a key operations administrator. Bonnie supports LifeStream with client paraplanning and the day to day operations. With an artistic eye, she gains great satisfaction in helping clients identify short and long term goals visually, and while implementing financial strategies to help bring their dreams closer to reality.

Bonnie enjoys volunteering with community events that focus on educating families and empowering them to develop sound money management habits to launch new cycles of prosperity for themselves.

When you work with us, you can expect:

  • Straight talk. We don’t sell any financial products nor do we receive any commissions. As fee-only financial advisors, our only compensation is what you pay for our professional advice. Our complete focus is on what is best for you.
  • All-inclusive approach. Together we evaluate all aspects of your finances and design a strategy where each part works in harmony with the others. You’ll see that we pay a lot of attention to areas of your financial life that are often overlooked or ignored by other “financial planners.”
  • Access. Life is constantly changing. For one annual retainer fee, you can meet with us or speak to us often as is necessary to help you accomplish your financial goals.
  • Value for your money. We are committed to providing value that exceeds our fee. It’s a concept that is virtually non-existent in the financial planning profession. But doesn’t it make sense that your financial advisor should work to save you more than she charges you?
  • The highest professional standards. We are committed to the Cambridge Pledge to Clients—your assurance of receiving the ethical and professional treatment you deserve.

Would you worry less with a professional fee-only financial advisor on your side? Contact us to learn more about the financial strategies that will help you achieve your goals.

Privacy Statement & Legal Terms

DISCLAIMER: This website is for informational purposes only and does not constitute a complete description of our investment services or performance. This website is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY 'LINKED' WEBSITE.

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CERTIFIED FINANCIAL PLANNER in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.