OUR SERVICES

Do you have a goal you’re trying to achieve but don’t know where to begin? Let me guide you.

 

Take a look at the list of my services below, and contact me if you have any questions or special requests.

Financial

Planning

We offer flat fee financial planning in the areas of investment, taxes, retirement, insurance, and much more.

Portfolio Management Services

We offer customized portfolio management for individual and institutional clients based on client's goals, time horizon, and risk tolerance.

We also work closely with business owners to manage their 401(k) plans and the fiduciary liability associated with it.

Corporate

 buy

or sell Advisory

Through CBC Securities Inc, we have an elite team of Registered Investment Bankers to help entrepreneurs, small and mid- size companies through the entire deal process in acquisition, merger, recapitalization, underwriting, private placement, and equity or debt financing solutions. 

(Services are available in English and Chinese)