How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Advisors

Jean Chai

Jean Chai

MBA, CFP®, RICP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Jean Chai's website
Diana Wei

Diana Wei

Financial Advisor

Visit Diana Wei's website

Team

Janice Poole

Janice Poole

Office Manager,

Paraplanner
Jennifer Jacobs

Jennifer Jacobs

Operations Specialist

Marla Brant

Marla Brant

Administrative Assistant

David Hakobian

David Hakobian

Operations Specialist