AiRung Liu

CERTIFIED FINANCIAL PLANNERTM professional and Chartered Advisor in Philanthropy®

AiRung Liu is the owner of High Valley Financial Planning Services. High Valley Financial Planning Services is a privately owned, diversified, and full service financial planning company located in Fremont, California. Depending upon client preference, High Valley advisors receive compensation on a fee-based (percentage of assets under management) or fee-only (fee for service) basis.

Ms. Liu comes from a background of 13 years in corporate financial management, including ten years at leading semi-conductor manufacturer KLA-Tencor Corporation. Her entry into the financial services industry began in 2003 with Morgan Stanley (now Morgan Stanley Smith Barney). She achieved certification as a CERTIFIED FINANCIAL PLANNERTM professional in 2006 and in 2009 joined Cambridge Investment Research, Inc., a privately owned broker/dealer and a four-time honoree in Investment Advisor magazine's Broker/Dealer of the Year annual poll of advisors. (2003 Division III, and 2007, 2008, 2010 Division IV)

Since 2006, Ms. Liu has been advising local non-profit organizations in investment policies and gift planning. To extend her estate planning services to charity and gift planning, Ms. Liu earned the designation of Chartered Advisor in Philanthropy®. The designation reflects her specialty in bringing non-profits and inspired donors together in common purpose to help create inspired legacy plans.

Ms. Liu is a graduate of San Diego State University with a Master of Science degree in Accountancy. She also holds a Bachelor's degree in political science from National Taiwan University. Fluent in both English and Mandarin, and with her past job experience working with people from offices in many different foreign countries, she has the unique ability to serve clients from many cultural backgrounds. Clients frequently praise her ability to communicate very complicated financial matters in a clear, concise, and easy-to-understand fashion.


May-Inn Tan

CERTIFIED FINANCIAL PLANNERTM professional

May-Inn Tan is a CERTIFIED FINANCIAL PLANNERTM focusing on comprehensive wealth management including retirement and investment planning. Ms. Tan is passionate about helping people to optimize their financial decisions regardless of their wealth level.

Ms. Tan spent 28 years in the high tech industry as a software engineer and people manager. In 2009 she decided to pursue her own interests after she took early retirement from HP. Since then she earned a diploma in Personal Financial Planning from the University of California Santa Cruz. In 2010, she entered the financial services industry as a para-planner with Wellspring Consulting. She holds a Series 7 Security License, Series 65 Investment advisor License, and a California Life/Health license.

In 2013 she joined Centaurus Financial, Inc., a privately owned broker/dealer, as a registered rep. Also in 2013, she achieved the certification as a CERTIFIED FINANCIAL PLANNERTM professional. In late 2016 she joined High Valley Financial Planning Services, a financial services firm offering security services through Cambridge Investment Research, Inc. and advisory services through the RIA which is Cambridge Investment Research Advisors, Inc.

Ms. Tan is a graduate of University in New Haven, Connecticut with a Master of Science degree in Computer Science. She also holds a Bachelor's degree in social science from National Taiwan University. She is fluent in both English and Mandarin. With her past job at a global company working with people from offices in many different foreign countries and knowledge/training from UC Santa Cruz, she built a strong foundation in problem solving. She has successfully raised her two children after her husband passed 21 years ago. Her passion in financial planning inspired her to leave the high tech industry and pursue a career in the personal financial planning industry. She is passionate about helping people to enrich their lives via financial planning regardless of their current financial situation.

Registered Representative, Securities and Investment Advisory Services offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC to residents of CA and WA. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. High Valley Financial Planning Services and Cambridge Investment Research, Inc. are not affiliated. Check out our backgrounds on FINRA's BrokerCheck.