Annie Lau

SENIOR FINANCIAL ADVISOR

Biography

Annie’s nurturing personality and financial problem-solving skills serve her clients well in crafting highly personalized financial plans. Her attention to each clients’ needs is exemplary and always puts their interests and success at the forefront. Annie’s sense of responsibility and trustworthiness is attested by her being nominated to the National Philanthropy Day 2019’s Outstanding Volunteer Award.

Other Advisors

We believe that WE ARE STRONGER, and our unique corporate philosophy is designed to encourage mentorship for new advisors as well as individual excellence in the financial industry.

Angela Fok

Founder & President

James Mok

SUCCESSION & ESTATE PLANNING SPECIALIST | COT MDRT, MFA

Dickie Lam

INVESTMENT & ESTATE PLANNING SPECIALIST | MDRT & AWMA

Gary Ng

INVESTMENT & CORPORATE ESTATE PLANNING SPECIALIST | MDRT

Ken Tsai

CORPORATE & CROSS-BORDER TAX SPECIALIST | MBA, CHS, CFP, US IRS-EA: 131100

Eric Hsiao

SENIOR FINANCIAL ADVISOR | CFP, FMA

Shaun Cui

MDRT

Mary Chik

FINANCIAL ADVISOR

Darren Ku

FINANCIAL ADVISOR

Edmond Ng

STRATEGIC PARTNER | B.Sc., CIP, CFP

Kinson Lai

STRATEGIC PARTNER | BBA, CFP, COT

Joann Yu, CFP

CORPORATE TAX & ESTATE PLANNING SPECIALIST

Nelson Fan, CFP

RETIREMENT & ESTATE PLANNING SPECIALIST | BCOM, PFPC, CFP, MDRT, REALTOR

Upcoming Seminar

Discover Your Path to Financial Prosperity at Our Upcoming Seminar!