Focus: Insurance Strategies, Financial Education, Investment Strategies, Retirement Strategies, Risk Management Strategies, Business Owners, Retirement Income Planning, Group Benefits, Estate Planning, Business Succession Planning, Charitable Giving, College Funding Strategies, LGBTQ
Languages: English, Chinese – Cantonese, Chinese – Mandarin
As a CFP® and ChFC® designations holder, Victor’s belief is that everyone should plan their financial future. Victor believes that everyone is entitled to a Financial Plan and he customizes his planning approach for each client’s needs. Victor and his clients each commit to find a solution together. He believes in a team environment and has assembled a group of specialists to service his clients’ needs. Victor’s charter as a Financial Planner is to assist individuals and families to create, grow and protect their assets to provide for a safe and comfortable retirement. He does this by leveraging the resources of his entire team and solutions from the best and brightest industry leaders to develop and deliver a comprehensive financial strategy.
Bringing financial enlightenment to clients is what excites Victor the most. Victor supports his community and is an avid cyclist, runner, tri-athlete and Ironman.
Check the background of this investment professional on FINRA’s BrokerCheck
1255 Treat Boulevard Suite 400
Walnut Creek, CA 94597-7968