Financial planning may seem complicated or overwhelming, but with the proper help, it’s simpler than you think. InVision can help you craft a personalized plan to achieve your financial goals, big or small. Planning for retirement? Saving for a dream home? Trying to cut your tax bill? Passing wealth to the next generation? A good financial plan can help you get there faster and avoid investment pitfalls. Don’t navigate your finances alone. Request a free, no-obligation initial consultation today.

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Initial Consultation

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Initial Consultation

senior couple at retirement planning

Initial Consultation

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Client Check-In

lady on phone gets savings advisor

Client Check-In

senior couple meeting wealth management

Client Check-In

At InVision, we offer a unique service combining local insight and global vision in wealth management, estate planning and business advisory with a global perspective from living and working in the US and Asia. We specialize in delivering customized cross-border financial planning and investment solutions to individuals, family offices and small businesses. We are here to advise you through life’s changes and challenges – whether you’re getting married, changing careers, starting your business, or entering retirement. We are vested in your success and celebrate your achievements right along with you.

1. “Professional financial planning is too expensive.”

You’re right to consider the cost of financial planning, but partnering with a financial planner is an investment in your future.

While there is a cost involved, the benefits can far outweigh it. A good financial planner can help you avoid costly mistakes, take advantage of opportunities you might not have considered, and develop a personalized plan to help you reach your goals more efficiently. They can also provide valuable guidance and support during challenging times, like market downturns or unexpected life events.

2. “I don’t have enough money to invest.”

We hear this concern often, and it’s a common myth that you need a lot of money to start investing or working with a financial planner.

The earlier you start, the more time you have to benefit from compounding growth and develop good financial habits. Even if you’re starting or have modest savings, a financial planner can help you create a roadmap to achieve your short-term and long-term goals. We can guide you in making smart decisions about budgeting, saving, investing, and managing debt, setting you on the path to financial security and independence.

3. “Financial planning is only for very rich people.”

This is a common misconception. Financial planning is beneficial for people at all income and asset levels. Whether you’re just starting your career, saving for a major purchase, or planning for retirement, a financial planner can help you make informed decisions and stay on track to reach your goals.

4. “It’s too complicated. I don’t know where to start.”

You’re not alone in feeling this way. Financial planning can seem overwhelming and complex, especially if you’re unsure where to start. The desire to make perfect decisions and avoid mistakes can be paralyzing. A good financial planner takes the time to understand your unique situation, goals, and concerns. They can simplify the process and break it down into manageable steps.

6. “I’m too young to worry about financial planning.”

When it comes to wealth accumulation, the earlier you start, the more time you have to benefit from compounding growth and develop good financial habits. Even if you’re starting your career or have modest savings, a financial planner can help you create a roadmap to achieve your short-term and long-term goals.

7. “I’m too old. It’s too late for me.”

It’s never too late to take control of your finances and make positive changes. While starting early is advantageous, many strategies and opportunities are still available to those who begin financial planning later in life. A financial advisor can help you develop a realistic budget, manage your investments, minimize taxes, and create a sustainable withdrawal strategy.

Personalized Service

At InVision, we understand that every client has unique financial goals, circumstances, and preferences. We take the time to thoroughly understand each client’s financial situation, goals, risk tolerance and needs in order to create a customized plan.

Responsive Single Point of Contact

We believe exceptional client service is the foundation of a successful advisory relationship. Your advisor is committed to being responsive and attentive to your needs.

We Are On Your Side

We provide objective, unbiased advice with no conflicts of interest. Our only incentive is to serve your best interests. We don’t sell proprietary products or receive commissions that could influence our recommendations. You can feel confident that the guidance you receive is truly aimed at helping you succeed financially.

Technology and Innovation Sector Expertise

Our firm is based in the San Francisco Bay Area, and our founder is a Stanford University School of Engineering graduate. With extensive working and investing experience in Silicon Valley technologies, we understand the innovation economy and opportunities in high-tech industries.

CFA institute
wharton university of Pennsylvania
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I’m Ron Lee, founder of InVision Capital Advisor, a fee-only investment advisor firm licensed in California and based in the San Francisco Bay Area.

Like many of you, I’ve faced various life challenges, from managing monthly budgets and funding college education to navigating career paths, purchasing a home, starting a family, filing taxes, and saving for retirement. Through these experiences, I’ve developed a keen ability to analyze and evaluate options to make informed decisions for my family and myself.

My journey began in engineering, where I earned two degrees and worked as a chip engineer at Nvidia for five years. Two decades ago, I ventured into the financial sector, obtaining my CFA and MBA and becoming a fund manager for institutional investors with assets exceeding $1 billion. Under my leadership, these funds were recognized with the Barclayhedge Top 10 Award for the best technology fund.

At InVision, my mission is to help individuals and families attain financial independence, personal freedom, and access to more and better choices in life. It is my pleasure to help you on your journey to freedom and success.

Barclay Hedge Ranking Top 10 Award