Polaris Advisory

Polaris Advisory exists to help you manage all aspects of your financial life, with a personal care and attention our clients appreciate. We come to work every morning ready to serve you, and to make sure your financial planning and investment strategies are managed with the same level of quality and attention to detail that we would provide our own families. Our team of CERTIFIED FINANCIAL PLANNER™ professionals provide financial consulting in areas of investments and tax strategies, education funding, employee group benefits, insurance, business succession, risk management, and retirement and estate planning. Founder Anne Mak and senior associate Michelle Lin have over 20 years’ combined professional experience in financial consulting, securities and advisory services. Our offices are located in Sunnyvale, Northern California. Polaris Advisory also proudly serves a diverse, multi-cultural clientele including the Chinese community.