Steadfast Financial

Building a Strong Financial Future Together

Steadfast Financial emerged from a legacy of success in wealth management, driven by a deep commitment to guide individuals and families towards financial security and prosperity. We understand that achieving financial goals requires a personalized approach, tailored to each client's unique circumstances and aspirations.

Who We Are

Led by Eugene Cheng, a seasoned financial advisor with over 18 years of experience, Steadfast Financial pairs expertise with technology and a passion for empowering clients. We partner with reputable financial institutions and utilize robust resources to offer a comprehensive array of services that address every facet of financial well-being.

What We Do

Steadfast Financial provides a comprehensive suite of services designed to simplify the complexities of wealth management. Our services include:

Wealth Management

• Goal-oriented investment planning
• Portfolio optimization and risk management
• Retirement planning and contribution strategies
• Estate and insurance planning

Risk Management

• Comprehensive risk assessment and analysis
• Development of personalized risk mitigation plans
• Insurance solutions customized to your needs

Estate Planning

• Will and estate creation
• Power of attorney establishment
• Trust planning and asset preservation strategies

Financial Education

• Personalized financial planning workshops
• Educational resources and tools
• Regular consultations and reviews to ensure your plan remains relevant and effective over time.

Why Choose Steadfast Financial?

• Client-centered approach: We prioritize your needs and goals, building a strong foundation for financial success together.
• Experienced professionals: Our team of skilled advisors has extensive knowledge and experience in various financial disciplines.
• Custom solutions: We tailor our strategies to your unique circumstances and financial goals.
• Transparent communication: We maintain open communication throughout the process, keeping you informed and empowered.

Empowering Your Financial Future

Steadfast Financial is committed to helping you achieve your financial aspirations and secure your future. We believe in building strong, lasting relationships and partnering with you towards a prosperous tomorrow.