Helping you reach your financial goals is my No. 1 objective. Working together with you, I’ll help you make sound financial decisions consistent with your comfort level, investment time-line and goals. We can start small and grow, or evaluate and build upon any existing financial plans. The end result will be a strategy designed to help you build, protect, use and transfer assets in the most advantageous way. Periodically we’ll review your situation and make adjustments as needed. It just makes sense — as your life changes, so do your financial needs, and I’ll be here for you at every stage of your life.
Of the thousands of clients I’ve helped, each client has had a unique situation. I take the time to fully understand all aspects of my clients’ personal and financial needs and develop a tailored financial plan to address all concerns. As a trusted advisor of Flagship Financial Group, I have a strong history of working with credit union members, their family and friends. I have access to a wide variety of investment and insurance products.
Specifically, we can make sure you have solid answers to these key questions:
- Is your retirement money invested properly?
- Will you have enough income in retirement?
- What should you do with an existing retirement plan from a previous employer?
- How will you pay for a child’s or grandchild’s education?
- Financially, what would happen to your family if you died?
- How will you pay for long-term care?
- Registered Advisor of Cetera Investment Services, LLC. – member FINRA/SIPC
- Master of Business Administration (MBA) degree from University of California Irvine
- Bachelor of Arts degree in Economics from University of California Irvine
- Has earned the designation CHARTERED RETIREMENT PLANNING COUNSELOR®
Contact Benjamin Chiang for a no-cost, no-obligation consultation at (310) 872-0533.
Check the background of this investment professional on FINRA’s BrokerCheck.
|American Airlines Credit Union
300 North Continental Blvd., Suite 120
El Segundo, CA 90245
8:00 AM - 5:00 PM Mon-Fri
Saturday by Appointment Only
CHARTERED RETIREMENT PLANNING COUNSELOR® and CRPC® are registered service marks of the College for Financial Planning®.
Securities and insurance products are offered through Cetera Investment Services, LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers, LLC. Neither firm is affilated with the financial institution where investment services are offered.
Investments are: • Not FDIC/NCUSIF insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency.
Financial Professionals are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.