Your Financial Objectives, Realized
We'll customize an investment and wealth management plan just for you, employing asset management, portfolio monitoring, tax-advantaged and alternative investing, and more.
Investing is more than traditional portfolio management. It’s about finding the right strategies to help you meet your goals. We help you get there with strategic advice and planning.
Whether you are an investor with a large portfolio or this is your first time investing, East West Investment Services Financial Consultants will take the time to understand you, your goals and your needs. Let us help personalize an investment plan that is right for you.
Here are some of the investment planning services that our Financial Consultants can offer you:
- Wealth management services
- Asset allocation strategies
- Portfolio analysis and monitoring
- Asset management
- Tax-advantaged investing
- Risk management strategies
- Alternative investment strategies
Why choose us?
Why choose us?
- Experienced, multi-lingual Financial Consultants with a deep understanding of your cultural background
- Expertise in both personal wealth and business planning
- Convenient access to your investment portfolio using our Mobile App1
Contact us today
Let us know how we can help and one of our experienced Financial Consultants will contact you.
DISCLOSURE
1 To access your investment portfolio using our Mobile App, you must be enrolled in the Bank’s mobile or online banking service. Additional terms and conditions may apply. East West Bank does not charge for Mobile Banking. However, your mobile service provider may charge for sending and receiving text messages on your phone. Check with your service provider for details on specific fees and data charges that may apply.
Insurance and investment products are:
| Not FDIC Insured | Are Not Bank Guaranteed | May Lose Value |
| Are Not Insured by Any Federal Government Agency | Are Not Deposits | |
Check the background of this investment professional on FINRA’s BrokerCheck.
Located at: 135 N. Los Robles Ave, Pasadena, CA 91101 Toll-Free 888.978.8617
Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
Click here to view Cetera Investment Services Privacy Policy, other Important Information and Business Continuity Plan.
This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com.
