Our Process

KC has over a decade of consulting experience in the worldwide logistics industry. However, in 2019, KC identified another consulting opportunity, working with businesses consulting on ownership issues, retirement plans, succession and other related benefits. His core value in business is to serve each client with customized solution that works best for each individual or business's goals. Through an industry proven strategies and solutions, KC helps clients make confident financial decisions so they can successfully retire and enjoy retirement with their loved ones. He's excited to work with you!

POPULAR SOLUTIONS:

Retirement Income Solutions

Risk management strategies

Financial Planning

Tax Management Strategies

Wealth Managment

Non-Qualified Compensation Plans

Disability income protection

Generational Plans

EDUCATION:

KC has a bachelor's degree in international business from Cal State University, Fullerton.

INTERESTS:

KC is a part of the Asian business association and participates on the Council of Supply Chain Management Professionals. He enjoys hiking, running, golfing with his spouse and friends.  When he's not busy working, he spends time with his wife, two sons, and 10-pound multipoo.