Knowledge is the key to a successful financial future.
I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: advisory services, retirement planning, estate strategies, employee benefits and retention services, business continuation strategies, and trust services.
My goal is to assist families and business owners building their financial freedom. I have the skills, knowledge and experiences required to help meet my client's established goals. My personal goal is to become a lifetime resource for each and every client.
My background, experience and commitment to providing you with the resources you need to make financial decisions can help make your financial future as successful as you need it to be.
BS/ Business Administration, California State Los Angeles (1986)
Affiliations & Memberships
Member of the Financial Industry Regulatory Authority, Inc. (FINRA)
Member of GAMA & AALU
- Chinese – Cantonese
- Chinese – Mandarin
- Investment Strategies
- Insurance Strategies
- Retirement Income Planning
- Retirement Strategies
- Estate Planning
- Student Loan Refinancing
Check the background of this investment professional on FINRA’s BrokerCheckSee Arthur’s Licenses and Disclosures