We are here to listen and to understand the concerns that keep you up at night when it comes to personal finances, preparing for retirement, and ensuring you do not outlive your money during retirement.

Our team of investment, tax, and legal professionals will work together with you to implement integrated financial and retirement income solutions that will give you peace of mind and address the risks of unanticipated health issues and outliving your retirement income sources.

Every year, over a thousand people meet with our financial counselors and gain a clearer understanding of their current financial condition and the steps required to reach their next financial milestones.

Practice Group Leader:

Bobby J. Ning
Managing Director


Samuel Raharjo, RHU                     Gary Tong, CFP                   
Business Counselor                         Financial Planner

Stanley Chow                                      Lewis Chan
Investment Specialist                      Financial Planner

Patrick Chee, CFP                            Stephen Tran
Financial Planner                               Associate

Winnie Wu                                            

Accounting & Legal Specialists:
Contact us for a confidential list of trusted accounting and legal professionals.

Getting Started:.
Contact Bobby Ning to book a private and confidential consultation.
Bobby Ning, Managing Director
[email protected]