• Investing is not risky; NOT investing is risky.

  • The habits you form here will be with you for the rest of your life.

  • Behind me is infinite power, before me is endless possibility, around me is boundless opportunity. Why should I fear?

  • Don't just look for a great opportunity; Try to capture an opportunity and make it great.

  • Nothing in life is to be feared. It is only to be understood.

logo icon facebook facebook
(925) 232-6011
sf skyline wen jing playing golf blue skyscraper buildings photo metal framework of globe in space photo 2 people shaking hands photo


operation services

The Operation Service department team provides the clients with the back office operation assistance including online account access trouble shooting, deposits, disbursements, journals, check writing and debit card, ACH Set-up and maintenance, etc.

Our Team | Firm Philosophy | Firm Model | Firm Process | Firm Client Profile