OUR TEAM

  • David Lu
    CEO
  • Christopher Day
    Bond Consultant
  • Sak Boun
    Technology Consultant
  • Linh Luu
    CPA
  • Eric Pham
    Insurance Manager
More Info

Company Structure

Our clients financial health is very important to us. It is not enough to help them grow, but we must also protect what is already there. That is why we offer a full service insurance brokerage alongside our financial planning practice.

Our Belief

Having goals and knowing where you are, where you want to be, and how will you get there is something most people never think about. We strongly believe in our commitment to providing the path to success for our clients.