Our Team Founder & CEO Dr. Reuben K. Chen CFP, CLU, RFC Principal, Founder & CEO Chief Wealth Strategist Investment Advisor Representative CA Insurance License 0744325 Advisory Team Marcus Yang, CFA Director of Investment Operations Wealth Strategist Investment Advisor Representative CA Insurance License 4123032 Howard Cheng CPA Financial Advisor Investment Advisor Representative CA Insurance License 0E31536 Kelly Fong Financial Advisor Investment Advisor Representative CA Insurance License 0E37698 Boone Yan, CFP, CPA Wealth Advisor Investment Advisor Representative CA Insurance License 4004321 Client Management Team Miriam Miu Director of Insurance Operations CA Insurance License 0F69004 Dennis Shao Director of Client Operations Operation Team Annie Chen Director of Business Operations Alan Leung Director of Business Processing