With a combine experience of over 50 years, we are ready to help plan your next financial step.
We are the Alliance Team
CEO/National Director
CA Ins Lic# 0882858
Cell: 626-523-8032
Office: 626-346-3797
francine@star7financial.com
- 1225 S. Baldwin Ave.
Arcadia, CA 91007 - 17170 Colima Rd. #E
Hacienda Heights, CA 91745
Monrovia / Irvine / Taipei, Taiwan
Agency Director
CA Ins Lic# 0K14312
Cell: 626-410-8855
Office: 626-346-3797
WeChat: celine8855
celine@star7financial.com
- 1225 S. Baldwin Ave.
Arcadia, CA 91007 - 17170 Colima Rd. #E
Hacienda Heights, CA 91745
Monrovia / Irvine / Taipei, Taiwan
Field Executive Director
Office: 626-346-3797
Fax: 626-737-6501
luanne@star7financial.com
- 1225 S. Baldwin Ave.
Arcadia, CA 91007 - 17170 Colima Rd. #E
Hacienda Heights, CA 91745
Monrovia / Irvine / Taipei, Taiwan
Office: 626-346-3797
Email: tiffany@star7financial.com
- 1225 S. Baldwin Ave.
Arcadia, CA 91007 - 17170 Colima Rd. #E
Hacienda Heights, CA 91745
Monrovia / Irvine / Taipei, Taiwan
Office: 626-346-3797
Office: 626-346-3797
Website: Yang Law
Office: 626-346-3797
California Benefit Planners, A Blue Ridge Company
Main Line : (626) 304-0088
3738-3740 E. Colorado Blvd,
Pasadena, CA 91107
QPA, QKA, ERPA
(626) 497-3388
Joyce.w@cbppension.com
3740 E. Colorado Blvd
Pasadena, CA 91107
Trust our experience!
Keeping up with industry trends and changes is essential.
Education
Training and education are a essential in the financial industry. We have Bachelor's and Master's degree in Business Administration and Certified Financial Planner.
Industry Knowledge
We have a strong understanding of financial products, investment strategies, tax laws, retirement planning, insurance, and other relevant areas of finance.
Licenses and Certifications
We have licenses in financial planning, chartered financial analyst, and chartered financial consultant. Which is the most recognized certification in the financial planning industry.
Analytical Skills
We are proficient in analyzing financial data, evaluating investment options, and developing comprehensive financial plans tailored to clients' goals and risk tolerance.
Compliance Knowledge
We stay on top of applicable financial regulations, ethical standards, and compliance procedures to ensure adherence to legal and industry guidelines.