ABOUT US

Our Mission

Dedicated to educating, empowering, and offering financial protection for individuals and families, ensuring their financial well-being and security.

YOUR FINANCIAL EXPERT

Suzanne Chang is a retirement planner

with an MBA in Finance and over 20 years of experience in the financial industry. Her background includes working at the prestigious NASA/Jet Propulsion Laboratory as a financial analyst.

Suzanne has found her passion in educating people on how to grow their wealth, maximize retirement planning, and strategize on ways to reduce taxes, including Social Security planning. She strives to help everyone succeed financially.

Office Location:

100 Barranca Street, 7th Floor Suite 721

West Covina, CA 91791

Phone Number: 626-600-8646

Areas of Expertise:

Retirement Planning, Social Security Retirement Planning, Life Insurance, Medicare