Homepage - San Mateo, CA

Rise with Purpose.
Build with Confidence.

Let us help you understand your options, plan with confidence, and move forward at your own pace. No pressure—just clear answers and support for today's decisions, and guidance as your life changes.

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Schedule with me

About Rising Lotus Financial

We don't believe that a Financial Strategy is just about investments or insurance. It's about understanding your life first:

Your Family
Your Goals
Your Career
Your Values

From there, we create a strategy where protection, wealth accumulation, retirement, taxes, and legacy all work together. That is what Rising Lotus Financial represents: helping you rise above today's challenges to build tomorrow's legacy.

Contact Me

Schedule with Me

Peter Hiep A

Founder & Principal

(415) 940-2141

petera@risinglotusfinancial.com

Home Office:

951 Mariners Island Blvd

Suite 600

San Mateo, CA 94404

CA Insurance License: #4192472

Calendly

What you can expect

My approach to financial guidance focusing on your goals, priorities, and next steps. I’ll work with you to build an integrated strategy that safeguards what matters most to you, while also identifying opportunities for growth. Here’s what that process looks like:

STEP 1

Discuss your goals

We’ll start with a conversation focused on what matters most to you and the future you want to build.

STEP 2

Review risks and opportunities

We identify potential risks and uncover opportunities so your strategy stays on track.

STEP 3

Create your personalized strategy

Together, we build a personalized strategy designed to protect what matters most and support long-term growth.

STEP 4

Get ongoing support

As life changes, we’ll revisit your strategy, adjust as needed, and keep you moving forward.

See how I can help

My areas of focus

I offer a range of financial solutions designed to help support your goals at every stage of life — from protecting what matters today to planning for the future. Below, you’ll find an overview of the products and strategies I can help you explore.

Proper Protection Portfolio

Solutions such as Life, Disability, and Long-Term Care Insurance that are tailored to ensure you and your loved ones are taken care of in all unexpected events

Wealth Building & Preserving Strategies

Solutions such as retirement accounts, brokerage accounts, and annuities that are designed to ensure a diversified approach to both risk and taxes.

Lifetime Income Solutions

Solutions such as Income Annuities & other alternatives to ensure income can last a lifetime.

Ongoing Guidance to Financial Success

Meeting on a consistent basis is what ensures goals and dreams become reality.

Learn more

Let's discuss what's right for you

Take the first step by sharing a few details. Then, let’s discuss your needs.

Rise with Purpose.
Build with Confidence.