Stan Choo embarked on his career in the financial services industry in 2006, driven by a genuine passion for helping clients navigate the complexities of financial planning. Stan firmly believes that achieving financial success goes beyond making the right decisions; it also involves avoiding catastrophic pitfalls. With this philosophy in mind, he strives to understand each client's unique goals and circumstances, enabling him to make informed and appropriate decisions on an ongoing basis.
Specializing in retirement income planning, investment management, company stock and options, insurance planning, and business retirement plans, Stan offers comprehensive expertise in a wide range of financial areas. His objective is to provide tailored solutions that align with his clients' objectives, ensuring their financial well-being and security.
Stan holds a B.A. in Business-Economics from UCLA and is a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®). This esteemed designation reflects his commitment to upholding the highest standards of professionalism and ethics in the financial planning industry.
For Stan, it's not just about business; it's about building meaningful relationships with his clients. He genuinely cares about their well-being and views them as friends. Stan takes the time to listen, understand, and address their financial concerns, providing guidance and support every step of the way.
In his investment approach, Stan places a key focus on mitigating tax liabilities, recognizing that tax efficiency plays a significant role in overall financial success. By employing tax planning strategies aimed at reducing tax liabilities, with the goal of maximizing clients investment returns and preservation of their hard-earned wealth.
Outside of his professional endeavors, Stan cherishes his role as a husband and father. Family holds a special place in his heart, and he values the importance of creating a secure and prosperous future for his loved ones.
Investment advice offered through Perennial Investment Advisors, LLC, a registered investment advisor.
California Insurance License #0F33611