Our Qualifications

Sheila Chau has been working with individuals and businesses in the Greater Los Angeles areas for over 25+ years.

Sheila Chau holds professional designations of Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU). 

Sheila Chau has passed securities industry exams and has her in FINRA Series 6, 7, and 65. She is also a Registered Princpal and is FINRA registered Series 24, 26, and 53.

We're looking forward to using our expertise to help you pursue your financial goals.