Wealth Maven exists to bring clarity to complex financial lives.
As your financial life grows more complex, having the right system makes all the difference. More income streams, investments, and financial responsibilities mean more to track, more to plan for, and more at stake. A structured approach helps you stay on top of it all — and make decisions from a place of clarity rather than uncertainty.
Wealth Maven designs structured financial systems that bring everything together, so you can see the full picture and make decisions with real confidence.
Each system is built from real-world financial scenarios and refined through feedback from thousands of users. The result is practical frameworks that turn scattered numbers into clear financial understanding.
Our Mission
"Financial clarity shouldn't require a finance degree. We create structured financial systems that help you see clearly and act with confidence."
About Me
Hi – I'm Chi
— founder of Wealth Maven & financial systems designer
There's a point where your finances get complex enough that no single app covers everything. You're tracking multiple asset classes, managing income streams that don't talk to each other, or running a business alongside personal investments. The tools that exist are either too rigid, too generic, or simply weren't built for how you actually operate. That's the gap I built Wealth Maven to fill.
With a Finance degree from SJSU (Summa Cum Laude, Dean's Scholar all four years) and an MS in Business Analytics from Georgetown — plus years working across corporate finance, M&A research, and financial operations consulting — I design structured systems that turn scattered numbers into clear, decision-ready financial pictures. Through Wealth Maven, I've served 4,000+ customers across 50+ countries with tools built for traders, investors, freelancers, and anyone navigating complex income.
My most meaningful work is still custom — sitting down with a client, understanding exactly what they need to see, and building the system that makes it visible. If your current setup makes you work around it instead of with it, you're in the right place.