Tips for Fall Saving

September 23, 2019

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Professionals associated with Liang & Quinley Wealth Management may be either (1) registered representatives with, and securities and advisory services offered through LPL Financial, Member FINRA / SIPC, a registered investment advisor and separate entity for LPL Financial; or (2) solely tax professionals of Liang & Quinley Tax Management, and not affiliated with LPL Financial. Tax accounting and CPA related services offered through Liang & Quinley Tax Management DBA Liang & Quinley Wealth Management. Liang & Quinley Tax Management is a separate legal entity and not affiliated with LPL Financial. LPL Financial does not offer tax advice or tax, accounting or CPA related services.

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California Insurance Information

Liang & Quinley Wealth Management is licensed to sell insurance products in the states of: AZ, CA, GA, ID, NV, NY, OH, OR, TX, UT, WA, WY

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Investment Management Consultants Association® (IMCA®) is the owner of the certification marks “CPWA®” and “Certified Private Wealth Advisor®”. Use of CPWA® or Certified Private Wealth Advisor® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for wealth advisors.

^{CRPC conferred by The College for Financial Planning.}

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