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

Boone Yan, CFP, CPA

Wealth Strategist

Investment Advisor Representative

CA Ins Lic. 4004321

Client management Team

Miriam Miu

Director of Insurance Operations

CA Insurance Lic. 0F69004

Marcus Yang, CFA

Director of Investment Operations

Investment Advisor Representative

CA Insurance Lic. 4123032

Dennis Shao

Director of Client Operations

Operation Team

Annie Chen

Director of Business Operations

Alan Leung

Director of Business Processing