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

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