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Best Financial Planner 

Cathy Mu

When it comes to naming qualities one hopes for in a financial advisor, "warm, with a vibrant personality" isn't typically the first item on the list. Yet when you're entrusting someone with your life savings — or admitting that you need to fix the fact that you have none — it's nice if you like them. Right? Right. The fact is, Mu is not merely a smarty-pants people-person who will chat with you until her assistant knocks to advise her that her next appointment has arrived (and then knocks again ten minutes later to remind her). She's a financial whiz of the highest caliber. Whether you're newly self-employed and need to set up a retirement plan, or figure out how best to slash your payout to Uncle Sam, or a trust fund gazillionaire looking to rethink your investments, you'll sleep easy at night knowing you have Mu in your corner.
(Sorry, no information is currently available for other years in this same award category.)


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