Zheng Yu

Business details

Category
Financial Services · Financial planner
Address
845 Page Mill Rd Floor 2, Palo Alto, CA 94304
Phone
(650) 770-1241
Website
rcm.rockco.com
County
Santa Clara County

Hours

  • Monday: Open 24 hours
  • Tuesday: Open 24 hours
  • Wednesday: Open 24 hours
  • Thursday: Open 24 hours
  • Friday: Open 24 hours
  • Saturday: Open 24 hours
  • Sunday: Open 24 hours

About

Zheng Yu is a financial planning practice serving clients in Palo Alto and across the Peninsula. We help individuals and families build clear, practical plans for their money, from everyday budgeting to long-term goals.

Our work starts with understanding your situation, so the guidance we give fits your priorities rather than a one-size-fits-all approach. Many of our clients are busy professionals and families in the South Bay who want steady, trustworthy support as their financial lives grow more complex.

We pride ourselves on explaining each recommendation in plain language so you always know the reasoning behind it.

Learn more about our services on our website, or give us a call to talk through how we can help.