資產管理部門

Founder, President & Chief Executive Officer

Co-Founder, Chief Financial Officer

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美國泛宇集團，超過5000位合作獨立經紀人，領先業界，橫跨美國東西岸，提供最專業最即時的財富管理策略。

Herman Chen, CFA, CFP®, CPA, FRMChief Investment Officer

Joseph LeeVice President | Retirement Plan Director

Albert LuRetirement & Tax Planning Vice President

Ext. 1028
[email protected]
CA Lic. 4000644

Jasmine DavisVice President | Manager, Legal & Compliance

Regina ShaPension Department Coordinator

Salomon WangRetirement Plan Specialist

Ext. 1860
[email protected]
CA Lic. 4017602

Alan YangRIA Assistant