“As a Certified Financial Planner™ (CFP®), I help individuals, families and businesses plan for the future and prepare for the unexpected.” "Upholding the CFP Board’s Code of Ethics to act in the clients’ best interests, my practice is built on designing customized financial plans that help bring clarity to all aspects of their financial life. I provide solutions so they can achieve their financial goals and have a strong commitment to help preserve, grow, and transfer the clients’ wealth for current and future generations.” Joining Heritage Wealth Partners in 2022, Pei-Chin was previously a financial advisor with Morgan Stanley. She holds an MBA from the Thunderbird School of Global