Our Qualifications 

Licenses, Designations, Certifications and Degrees

Hong Tran

• Certified Financial Planner (CFP®)
• Series 65 (Uniform Investment Adviser) - Investment Advisor
• Bachelor of Arts from the University of Texas
• Financial Planning Association member
• 2008 CFP® content specialist
• 2006 CFP® Annual Meeting panelist
• Series 7 (General Securities Representative)

David Chung

• Series 66 (The Uniform Combined State Law Examination) - Investment Advisor
• Real Estate Broker (California License # 01443158)
• Life Agent (California License # 0D91534)
• Property and Casualty Broker-Agent (California License # 0D91534)
• Series 7 (General Securities Representative)
• Public Notary Commission
• Bachelor of Science in business administration with an emphasis in finance from California State University , Los Angeles
• CFA level II candidate
• Peace Officer Standards & Training (POST) Level 2 Certification, Los Angeles County Sheriff’s Department Reserve Academy
• Peace Officer Standards & Training (POST) Level 3 Certification, Los Angeles County Sheriff’s Department Reserve Academy       

Barron Yanaga

Series 65 (The Uniform Investment Advisor Law Examination) - Investment Advisor
Member of the California Bar - Attorney 
Certified Public Accountant (CPA)
Chartered Financial Analyst (CFA)
Accredited in Business Valuation (ABV)
Certified Financial Planner (CFP)
Personal Financial Specialist (PFS)
Certified Valuation Analyst (CVA)
Certified Systems Professional (CSP)
Certificate in Management Accounting (CMA)
Certificate of Educational Achievement in Business Valuation (NBV)
Certificate in Production and Inventory Management (CPIM)
Certificate in Estate Planning from the California Society of CPAs
Diplomate for American Board of Forensic Accounting
Juris Doctor (JD/MA) from the University of Southern California
Masters of Arts in economics (JD/MA) from the University of Southern California
Master of Business Administrations with an emphasis in finance from the University of Rochester
Bachelor of Science in accounting from the University of Southern California