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 obtained his Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) designation from The American College. ChFC and CLU are professional designations for financial planning and advanced insurance specialization.

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 San Diego State University. Currently, he resides in Orange County, California with his wife and daughters.

California Insurance License # 0E04243