Skip to main content

Protect Your Financial Goals

 

There are many forms of risk, such as loss of income due to disability or death and loss of personal property due to natural disasters or other unforeseen occurrences. Insurance is just one component of a sound financial plan.  Speak with a Financial Consultant to formulate a complete insurance plan that will provide you with the best protection to meet your personal needs.

 

Check Your Insurance

The most common method of insurance planning is to maintain adequate life insurance coverage.  Our Financial Consultants are well-versed in a variety of life insurance products and can help you select the coverage that is right for you.

Life Insurance

  • ROP term insurance
  • Term insurance
  • Whole life insurance
  • Universal life insurance
  • Variable universal life insurance
  • Long term care insurance
  • Disability income insurance

 

Create an Insurance Plan

Speak to a Financial Consultant who can help you:

  1. Identify your risk management objectives
  2. Gather information to determine the level of risk exposure
  3. Review your current status
  4. Recommend risk management solutions
  5. Implement the solutions and review your need periodically
 

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:

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.