OUR TEAM
ANCHI LIU, AEP®, ChFC®, CLU®, MBA
Anchi Liu is dedicated to assist entities and individuals with their financial planning needs. Over the years, he has helped many families and business owners achieve their financial goals through sound planning and continuous advice.
Anchi Liu was awarded the Accredited Estate Planner (AEP®) by the National Association of Estate Planners and Councils to acknowledge his experience and education in Estate Planning. In addtion, he
Anchi Liu is a member of Kingdom Advisors, an organization of Christian Financial Professionals integrating faith and practice for Kingdom impact. He is also a member of Orange County Estate Planning Council.
Anchi Liu received his B.S. degree in finance from The Ohio State University and MBA in finance from
California Insurance License # 0E04243
CHANG-HSIN "DAVID" SUN
David Sun focuses on planning for corporate retirement benefits and key-executives risk management. His business includes defined benefit, defined contribution such as 401(k) and 403(b), executive bonus program, supplemental executive retirement plan (SERP), deferred compensation plan, and key person insurance planning.
David is committed to help all business owners to identify their financial needs and provides business solution accordingly. His holistic approach from initial analysis and design followed by years of continuous advice and service allow business owners to focus on their business and not worry about their employees benefit programs. In addition, David Sun works with all major retirement service providers and Third Party Administrators (TPAs) in the industry to provide the best financial solutions for his clients.
David received his B.S. degree in mechanical engineering from University of California Santa Barbara and M.S. degree in mechanical engineering from California State University Long Beach. Currently, he resides in Los Angeles County, California with his wife and sons.
Californiia Insurance License # 0I30649