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Our Mission, Philosophy, & Vision

Our mission is to guide you to improve your financial well-being by using individualized strategies and solutions to enable you to reach your life goals and dreams. Like sailing in an open sea, we want to guide you safely and smoothly to your destination.


We are passionate in helping you to pursue your financial and life goals. Our greatest reward is seeing you live to your fullest by using your financial resources optimally. We want to help people of different wealth levels. We are committed to providing objective advice and professional services with the highest integrity. Your interests come first and are foremost important. We work in teams to bring together the experience in each advisor in order to help provide you with the best possible advice we can offer. We are committed to establishing trust, respect, and a lasting partnership with you. We are not looking for a quick sale. We want to educate, guide and help you along your journey in life.


Our vision is to become one of the leading financial planning firms in California. While we are a well known trusted advisor in financial planning for the Asian American community, we are well prepared to work with a diverse client base. Our team of advisors will grow to include professionals with diverse and broad competencies in order to meet your growing needs in global financial and tax planning.