Branch Office

151 N. Kraemer Blvd

Suite 230

Placentia, CA 92870

(714) 985-1457


  • Cherie Wang, CFP®

    Cherie Wang, CFP®

    Cherie Wang is a CERTIFIED FINANCIAL PLANNERTM and Registered Representative with LPL Financial. As a Registered Representative, Cherie holds FINRA series 7 & 66 registrations and is also licensed with California Department of Insurance for Life, Disability, Long Term Care Insurance, and Variable Annuities.

  • Linda Wilson, CFP®

    Linda Wilson, CFP®

    Linda Wilson has been a CFP® with Zuk Financial Group since 1985 and is located in Placentia, California. An Investment Advisor Representative (IAR) for National Planning Corporation, Linda holds FINRA Series 7 and 66 registrations. She is also licensed with the California Department of Insurance for...