Meet Arthur
Focus areas
Insurance Strategies, Financial Planning, Retirement Income Planning, Retirement Strategies, Investment Strategies
Languages
English, Chinese-Cantonese, Chinese-Mandarin
Professional Story
Together with my team, I guide clients in the San Gabriel Valley toward their financial and retirement planning goals, whether you need comprehensive wealth management or help in a specific area like retirement income planning, estate planning, tax optimization.
Understanding your unique situation, goals, and values is the foundation of my financial planning and wealth management practice in communities around Diamond Bar and Pasadena. From there, we can build customized retirement, investment and tax-efficient strategies that work for today while preparing for tomorrow.
With over 25 years of experience as a financial professional in the San Gabriel Valley, I’ll partner with you to help achieve your retirement, wealth management, estate and financial planning goals. Contact me today!
I am licensed to sell insurance in California and Hawaii. CA Insurance License Number 0C72096. I am a registered principal of and offer securities and investment advisory and financial Planning services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 790 E. Colorado Blvd., Ste. 710, Pasadena, CA 91101.
Education
California State University Los Angeles (1981-1986)
Hobbies
Hiking, Movies, Cooking, Dog Care
Affiliations & Memberships
FINRA
MM202903-315372
Check the background of this investment professional on FINRA's BrokerCheck
MassMutual Pacific
Pasadena, CA 91101
