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
Email Address
allen.tsai@wellsfargo.comPhone Number
(949) 253-4259CA Insurance License number: 0B95538
Resident state: CA
Certificates
MBA