About

We have the knowledge, training, and resources to help our clients succeed financially. Our goal is to provide superior client service. We believe a long-term relationship is built on the trust earned through integrity, hard work and service.

Meet Our Team

Allen Tsai, MBA

Senior Financial Advisor
Managing Director – Investments

Phone Number

(949) 253-4259

CA Insurance License number: 0B95538

Resident state: CA

Certificates

MBA