Jeff Liu's Email & Phone

Jeff joined the firm in December 1997 after gaining over a year's experience at Boyd's Wheels Inc. He obtained his B.A. degree in Accounting from California State University, Fullerton. Jeff is a CPA and is involved in many accounting, tax and audit engagements. Jeff has since obtained many financial licenses such as Life Insurance, Series 6 & 63 and he is a Certified Financial Planner (CFP). As a CFP, Jeff brings many years of investing experience in the equity markets. Jeff's goal is to provide no nonsense, cost effective solutions to clients? wealth management and financial planning needs. Jeff has experience in the setup and maintenance of retirement plans which includes defined benefit plans, defined contribution plans, IRAs (Traditional, Roth, SEP) and retirement plan asset rollovers. Jeff also provides consulting in the setup of new investment portfolios or the review of existing investment portfolios which includes the purchasing or rebalancing of current investments such as mutual funds, bonds, etc. In addition, Jeff is able to assist client's life insurance and annuity needs whether it be for personal needs (personal risk reduction), business needs (funding a buy-sell agreement) or for estate planning needs (ILIT, variable annuity, etc). Jeff is also fluent in Mandarin Chinese.