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Our Wealth Management Offerings

Personalized Services

Your dedicated financial consultant can create an objective-based financial plan to help meet your goals.

Robo-Investing

Automated, low-cost investment strategy for your financial future.

Why Choose Us?

  • Experienced, multilingual 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

FAQs

Got questions? We have answers. Read the FAQs to learn more about what we offer.

If you still have questions, contact us here and Financial Consultants are happy to talk to you.

1 To access your investment portfolio using our Mobile App, you must be enrolled in the East West 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.

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Investment products:

Are Not FDIC InsuredAre Not Bank GuaranteedMay Lose Value

Are Not Insured by Any Federal Government AgencyAre Not Deposits

Check the background of this investment professional on FINRA's BrokerCheck.

East West Bank, compass logo, and East West Bank with compass logo are separately registered trademarks of East West Bank in the United States and other countries.

©2006 - 2024, East West Bank. All Rights Reserved.
NMLSR ID 469761

FDIC Equal Housing Lender Equal Housing Lender

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.