How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
James K. Hu, CFP ®
President
James brings a unique, multi-disciplinary background to financial planning, which allows him to take an open-minded and strategic approach to addressing client concerns. He has been managing investments and providing advisory services...
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Annie L. Hu
Administrator
Annie’s principal responsibility is to ensure efficient operations at Polaris. She has more than 20 years administrative experience in financial services. She was educated at California State University, Los Angeles (BS, accounting).
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