Summary
Peter Mu is a San Francisco Bay Area-based financial entrepreneur and community leader with 12 years of experience guiding clients and organizations through complex financial and social challenges. He founded and leads WealthCairn, an investor coaching firm that blends purpose-driven financial planning with CFP® expertise to help clients align money with life goals. Previously a financial advisor and representative at Park Avenue Securities and Pacific Advisors, he brings deep hands-on experience in tax strategies, college planning, and long-term investment design. Peter also has a technical foundation with a B.S. in Electrical Engineering from UC Davis and early project management experience in wireless regulatory affairs, which informs his analytical approach to advising. As Interim Chair of SOS Richmond, he applies leadership to grassroots community safety and housing initiatives, a less obvious extension of his fiduciary commitment into civic impact. Known for a creative, human-centered mindset—summed up by his GitHub motto “Imperfection is beauty. Madness is genius.”—he blends rigor with unconventional thinking to solve problems.
12 years of coding experience
4 years of employment as a software developer
Certified Financial Planner, Accounting and Finance, Certified Financial Planner, Accounting and Finance at The American College of Financial Services
Bachelor of Science Electrical Engineering, Electrical Engineering, Bachelor of Science Electrical Engineering, Electrical Engineering at UC Davis
English, mandarine