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Image by Alessio Soggetti
Team Portrait

Client Service Team

Couple Sitting with Financial Advisor

Financial Planning Department

The financial planning department, which consists of certified financial planners, is dedicated to help the clients with data gathering, data entry, gap analysis, plan creation, plan delivery, and ongoing plan updates.

Team work

Investment Research Team

We have a dedicated investment research team to provide intelligent and comprehensive investment solutions to the clients. Our team periodically review and rebalance clients' portfolios to support their life styles such as wealth accumulation or creating a steady retirement income. Clients can gain access to sophisticated investment strategies and top-tier money managers typically out of reach for individual users.

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WCAG El Cerrito Office

Estate Planning Department

We partner with a group of estate planning attorneys to provide the thorough and affordable estate planning services to the clients. We walk the clients through the entire process from initial consultation and data gathering to the creation and delivery of the final estate-planning documents as well as "funding the trust". In addition, we help with the maintenance and administration of our clients' estate plan. (Maintenance includes transferring the ownership of client assets and preparing the on-going amendments necessary to keep the plan current and up-to-date. Administration encompasses the impact of catastrophic illness on the plan as well as settling the estate upon death.)

Business Meeting

Business Advisory Services Department

We partner with a group of business attorneys to provide services on the strategic planning, entity formation, business succession planning, and risk management.

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WCAG Walnut Creek Office

Operation Services Department

The Operation Service department team provides the clients with the back office operation assistance including online account access trouble shooting, deposits, disbursements, journals, check writing and debit card, ACH Set-up and maintenance, etc.

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