Monica Yeung - Principal
(949) 391-6686
575 Anton Blvd, Suite 900, Costa Mesa, California, 92626
Business hours
| Monday | 8:00am to 5:00pm |
| Tuesday | 8:00am to 5:00pm |
| Wednesday | 8:00am to 5:00pm |
| Thursday | 8:00am to 5:00pm |
| Friday | 8:00am to 5:00pm |
| Saturday | - |
| Sunday | - |
About us
I strive to maintain high standards of integrity and professionalism in my relationship with you, my client. I endeavor to know and understand your financial situation and provide you with quality information, services, and products to help you reach your goals.
| Tags | Tax Management, Legacy Planning, Estate Planning, Retirement Plans, Financial Planning |
| Products | Retirement Strategies, Key Employee Benefit Planning |
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