Mountainview Wealth Management Inc. is a financial company that provides customized financial planning, insurance and wealth management solutions. As one of the leading companies in the wealth management and financial services industry, we are committed to helping our clients achieve wealth protection, wealth accumulation and wealth transfer. We focus on the needs of our clients and provide them with personalized, actionable solutions to complex problems.

With more than a decade in the financial services industry, Jim Zhang , the founder of MV Wealth holds the Chartered Financial Analyst (CFA), Certified Financial Planner (CFP) and Chartered Life Underwriter(CLU) designations.