Financial Planning & Business Exit Planning
Financial guidance you can trust, at every stage of life.
For 20 years, Stan Choo has helped individuals, families, and business owners make confident financial decisions, protect what they've built, and avoid the costly mistakes that undo a lifetime of work.
Get in Touch
About Stan
Clear advice. No surprises.
Since entering the financial services industry in 2006, Stan Choo has built his practice around a simple idea: good financial planning is about making the right decisions, and just as importantly, avoiding the catastrophic pitfalls that can derail a lifetime of work.
As a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Exit Planning Advisor (CEPA®), Stan works with high-net-worth individuals, families, and business owners across every stage of life, from building and protecting wealth to preparing a business for its next chapter.
"Financial success isn't just about making the right decisions. It's about avoiding the catastrophic pitfalls along the way."
Stan holds a B.A. in Business-Economics from UCLA and is a licensed insurance professional in California. Clients work with him because he takes the time to understand what matters most to them, then builds a plan around it, with the integrity and reliability they expect from a long-term advisor.
Guidance across every part of your financial life
Serving clients with $1M+ in investable assets who expect straightforward, personalized advice.
Business Exit Planning
As a Certified Exit Planning Advisor (CEPA®), Stan helps business owners prepare for a successful, well-timed transition, whether that's a sale, succession, or other exit strategy.
Retirement Income Planning
Building a durable income strategy so your savings support the retirement you actually want.
Investment Management
Thoughtful, tax-aware portfolio strategy built around your goals and timeline.
Company Stock & Options Planning
Strategic guidance for equity compensation, concentrated positions, and vesting decisions.
Insurance Planning
Protecting your income, family, and assets with coverage that actually fits your situation.
Business Retirement Plans
Designing and managing retirement plans that work for your business and your team.
Tax-Efficient Investment Strategies
Structuring your investments to help you keep more of what you earn.
Get in Touch
Let's talk about your goals.
Reach out directly, or send a message and Stan will follow up.
11620 Wilshire Boulevard, Suite 400, Los Angeles, CA 90025