about us

About Us

We started serving the Asian American community in 1982.  Developing great relationships and providing financial solutions to our local clients has always been the firm’s passion.  In the past 30 years we have grown tremendously both as a business and as a leader in the community.

Our roots may come from the Asian American community but we have a diverse team with members from all different cultural backgrounds.  The history, the support and the culture of our firm makes this a great place to build a career.

Our management team is reflective of the success we look to drive in our office. The Managing Directors and the Agency Sales Directors are former top producers that focus on mentoring their team’s development.  We also have support in Marketing, Training and Advanced Markets to provide the resources in all areas that advisors need to be successful. We are committed to the growth of our advisors. Support for our representatives and their development as financial professional has always been a key to our success.


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