Advisory Team Dr. Reuben K. Chen CFP, CLU, RFC Principal, Founder & CEO Investment Advisor Representative CA Ins Lic. 0744325 Howard Cheng CPA Financial Advisor Investment Advisor Representative CA Ins Lic. 0E31536 Kelly Fong Financial Advisor Investment Advisor Representative CA Ins Lic. 0E37698 Client management Team Miriam Miu Director of Insurance Operations CA Insurance Lic. 0F69004 Marcus Yang, CFA Director of Investment Operations Investment Advisor Representative Dennis Shao Director of Client Operations Operation Team Annie Chen Director of Business Operations Alan Leung Director of Business Processing