Maggie Chi Liu
Investment adviser representative at Focus Partners Wealth, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$181.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Focus Partners Wealth, LLCJul 2025 to now
- Bordeaux Wealth AdvisorsJul 2023 to Jul 2025
- Empirical Wealth ManagementJan 2020 to Jun 2023
- Fidelity Brokerage Services LLCSep 2018 to Jan 2020
- Cetera Investment Advisers LLCJun 2017 to Sep 2018
- Cetera Investment Services LLCJun 2017 to Sep 2018
- East West BankJun 2017 to Sep 2018
- Charles Schwab & Co., Inc.Apr 2015 to Jun 2017
- Charles Schwab BankApr 2015 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (CA).
Focus Partners Wealth, LLC
$181.9BAssets managed
62,466Clients
1,049Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4437748
- Firm CRD
- 159289