At Liang & Quinley, our mission is to empower individuals and businesses to achieve financial prosperity through personalized wealth management and tax planning. We are committed to delivering strategies that align with our clients' unique goals, fostering long-term relationships built on integrity and trust.
We believe that effective financial planning requires a holistic approach. That’s why we have two dedicated teams: Wealth Management and Tax Management. The true strength of our service lies in the synergy between these two teams. By working closely together, our Wealth Management and Tax Management professionals can identify opportunities that seek to enhance your financial well-being.
Michael Liang is the co-founder of Liang & Quinley Wealth Management and Liang & Quinley Tax Management and entered the industry in 2006. He is a CERTIFIED FINANCIAL PLANNER™ Professional, Certified Private Wealth Advisor® and Chartered Retirement Planning Counselor®. He holds the Series 7, 66 (through LPL Financial) and Life & Health Insurance licenses. Michael’s main focus is working with immigrants and small business owners.
Michael started his career at Ameriprise in Irvine, CA. During his two years there he met his future business partner, Christopher Quinley. Michael left Ameriprise and went on to manage Cathay Bank’s Wealth Management Department in Orange County. In October of 2011, Michael and Christopher decided to combine their expertise in the industry and open their own firm. Michael also was honored to recently receive Investment News’ 40 Under 40 award in 2016.
Michael was born in Taiwan and speaks Mandarin Chinese fluently. He was raised with his two sisters in Villa Park, CA and currently resides there. Michael is a graduate of the University of California, San Diego with a degree in Management Science. In his spare time, Michael enjoys golfing as a member of Yorba Linda Country Club and exploring new restaurants and wineries.
CA Insurance Lic #: 0E21533
Christopher Quinley is the co-founder of Liang & Quinley Wealth Management and Liang & Quinley Tax Management and entered the industry in 2006. He is a CERTIFIED FINANCIAL PLANNER Professional™ and Certified Investment Management Analyst®. He holds the Series 7, 66 (through LPL Financial) and Life & Health Insurance licenses. Christopher’s areas of focus include financial planning, investment management, and retirement planning.
Christopher started at Ameriprise Financial, and spent the first six years of his career there. In October of 2011, Christopher made the decision to leave Ameriprise and open his own firm with business partner and friend, Michael Liang.
Christopher was raised in Orange County, CA and moved south to attend San Diego State University for college. He is a graduate of San Diego State with a major in Financial Services and a minor in Economics. Christopher also received his Masters of Science in the business administration from San Diego State in June 2019. You can find him working on his 0 handicap in golf as a member of the Coto de Caza Golf Club and cheering on his favorite baseball team, the Angels.
CA Insurance Lic #: 0F03182
Nicola "Nick" Bruno, CPA, JD, is a Tax Director for Liang & Quinley Tax Management. Nick has over forty years of experience in a variety of capacities (tax consulting, business planning, tax compliance, and litigation services), in primarily the real estate, banking, service and emerging business areas.
Nick holds a bachelor degree from the University of San Diego (magna cum laude) and earned his Juris Doctor from the University of San Diego. In addition to being a licensed California Certified Public Accountant, he is a member in good standing of the California State Bar.
Nick has been a lecturer at various tax planning seminars speaking to real estate brokers, investors, and other professionals. He is a member of the American Bar Association, California State Bar Association, American Institute of Certified Public Accountants, and the California State Society of Certified Public Accountants.
Mike Batson, CPA is a Tax Director for Liang & Quinley Tax Management. Mike works with all entity types but specializes in real estate investments & exchanges, small businesses and retirees. He aspires to make everyone feel at ease and strives to make the tax preparation experience as painless as possible.
Mike began his accounting career after graduating with a BS in Accounting from Brigham Young University in 1994. He earned his CPA license in 2003 and has over 25 years of tax experience.
Mike served a two-year mission for his church in Argentina and continues to serve each week in various capacities. When he isn’t working, he enjoys woodworking, target shooting and amateur radio.
Tammy joined the Liang & Quinley Wealth Management team in January, 2012, just shortly after the firm’s grand opening in November, 2011. Tammy is the Director of Human Resources. She is also a Financial Paraplanner Qualified Professional™ and a Notary Public.
Tammy is a graduate from Loyola Marymount University with a degree in Management/Human Resources. Tammy likes to spend her free time with her family (children Brooklyn (7), William (4), husband Trevor and golden retriever, Taylor) and cheering on her favorite basketball team - the Los Angeles Lakers.
Cory first joined Liang & Quinley Wealth Management in 2013 during her last year of college. After two years on our team, she left to explore another industry. We are excited to welcome her back as our Director of Client Experience as of September 2022. Cory focuses on personalizing every client’s customer service experience and managing events.
Cory is a graduate of Chapman University with a degree in Communication Studies and English. She enjoys spending her free time traveling with her family (husband Chasin and son Dean) and home renovation projects.
Flerida Cuison St. Aubin is a Certified Public Accountant with over 20 years of experience in accounting, tax, private company accounting management, and consulting. Her experience comes from staying with firms for long periods of time, most notably, a collective sixteen years of tenure at Sharp, Thunstrom & Batson, an Accountancy Corporation. She is excited to be a part of the Liang & Quinley Tax Management team.
Flerida graduated Cum Laude with a Bachelor of Science in Accounting at the University of the East in Manila and was a CPA in the Philippines before she immigrated to the United States. Out side of work, Flerida enjoys spending her time with her three adult children in San Diego.
Gabe is CPA at Liang & Quinley Tax Management. Previously at Sharp, Thunstrom & Batson, an Accountancy Corporation, he has been a valued accountant for his clients. Gabe specializes in helping small business owners and high net worth individuals.
Gabe is a graduate of Pace University in New York City with a degree in Public Accounting. Gabe likes to spend his free time enjoying the finer things in life, traveling the world and indulging in fun restaurants.
Hailey joined the Liang & Quinley Wealth Management team in February, 2019. She is the Director of Operations and a Notary Public. Hailey specializes in opening and servicing individual accounts and 401K plans. She also completes move money transactions, runs financial reports and handles client service requests.
Hailey is a graduate of Chapman University's Dodge College of Film and Media Arts with a degree in Creative Producing. Hailey enjoys camping, reading a good book and spending time at the beach.
Melissa is the Office Manager at Liang & Quinley Tax Management and has been in the tax field for over 20 years.
. Her responsibilities include administrative oversight and team coordination. She is also a point of contact for client inquiries.
Melissa is an Alumni of Granite Hills High School. She is an avid reader and loves to cook. In her free time, she enjoys spending time with her husband and watching her two sons (Noah and Leo) on the hockey rink.
Tiffany joined the Liang & Quinley Wealth Management team July 2022. As a Client Service Manager, Tiffany's responsibilities include day-to-day administration duties, servicing client inquiries, and scheduling meetings.
Tiffany holds a BS degree in Business Finance at University of La Verne. During her free time, Tiffany enjoys reading self development books and cooking new recipes.
Shanna is the Client Service Manager at Liang & Quinley Tax Management. Her main responsibilities include managing the office calendar and serving as the main point of contact for all client questions and/or concerns. Shanna will welcome you to our office when you arrive!
After raising two children and catering for 20 years, she now enjoys reading nonfiction books, watching documentaries, doing yard-work projects, and spending time with her husband of 32 years.
After interning in the summer of 2023, Kenneth returned to the Liang & Quinley Wealth Management team in September of 2024. As a Wealth Advisor Associate, Kenneth is quickly learning about wealth management from Michael and Chris while also helping the team with business operations and account servicing.
Kenneth graduated from Amherst College in 2024 with a degree in Economics. Outside of the office, he enjoys cooking, reading, and hiking with his dog.
Damian joined the wealth management team as a summer intern and quicky became a valuable asset. As of September, he was officially brought on as a part time Client Service Associate, while he pursues his bachelors degree. Damian handles daily administrative tasks, addresses client inquiries, and organizes meetings.
Damian is pursuing his bachelors degree in Business Administration with a focus in Finance at California State University, Fullerton. In his free time, Damian enjoys spending time with his nieces and nephews and attending boxing events and football games.
As a Client Service Associate at Liang & Quinley Tax Management, Elizabeth's main responsibilities include managing documents and other administrative duties.
Currently, Elizabeth is pursuing a career as a tax professional, further expanding her expertise and knowledge in the field. Outside of work, she enjoys reading, painting, and spending time at the beach.
At Liang & Quinley Wealth Management, we find great value in education. We believe it is important for our minds to continually grow and be challenged. Below are the current designations held at our company:
“Michael Liang and Christopher Quinley both hold the Certified Financial Planner™(CFP®) designation. To learn more about the CFP® designation, visit www.cfp.net.
We have several team members who hold the CPA designation. For more information about the CPA designation, visit www.nasba.org.
Christopher Quinley holds the Certified Investment Management Analyst™ certification. To learn more about the CIMA® designation, visit www.IMCA.org.
Michael Liang holds the Certified Private Wealth Advisor® designation. For more information about the CPWA® designation, visit www.IMCA.org.
We have several team members who hold the EA designation. For more information about the EA designation, visit www.naea.org.
We are honored to have both Michael Liang & Christopher Quinley recognized with the InvestmentNews 40 Under 40 Award.
Our Wealth Management team focuses on helping clients build and preserve their financial assets. We take the time to understand your unique goals and risk tolerance, creating personalized investment strategies that align with your vision for the future.
Financial
Planning
Retirement
Planning
Portfolio Management
Company Retirement Plans
Insurance and Annuities
Small Business
Strategies
Fees listed are for advisory accounts managed by Liang & Quinley Wealth Management. Internal fees are separate from advisory fees listed below. Please read the prospectus carefully before investing.
| $10,000,000+ | 0.60% |
| $5,000,000 - $9,999,999 | 0.70% |
| $2,500,000 - $4,999,999 | 0.80% |
| $1,000,000 - $2,499,999 | 0.90% |
| $500,000 - $999,999 | 1.00% |
*Based on assets under management per household.
*Does not include internal fund fees or LPL Financial fees
We are partnered with LPL financial, the largest independent broker/dealer in the country*. For more than four decades, LPL has served as an enabling partner, supporting financial advisors in their goals of growing and preserving clients wealth. A primary objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best – helping clients achieve their dreams and goals through the financial planning process. For more information about LPL Financial, please visit their website at www.LPL.com. (*as reported in Financial Planning magazine 1996 – 2020, based on total revenues)
The LPL Financial SIPC membership provides account protection up to a maximum of $500,000 per customer, of which $250,000 may be claims for cash. Also carry Lloyds of London for an additional $750M of coverage. This protection does not protect against losses from the rise and fall in the market value of investments
www.SIPC.org.
Through the LPL Financial multi-bank Insured Cash Account Program, deposits are eligible for up to $1.5 million of deposit insurance for joint accounts through the FDIC ($250,000 that is held at each bank).
www.FDIC.gov
Our Tax Management team specializes in developing strategies that seek to minimize tax liabilities while pursing wealth maximization. Our tax professionals stay up-to-date with the ever-changing tax landscape to provide proactive advice that aligns with your financial goals.
Individual Tax Returns
Business Tax Returns
Monthly Bookkeeping
Incorporation Strategies
Year-End Tax Planning
Tax Research
Costs for tax services depend on case complexity. Please provide us with your previous years tax return and we can provide a customized quote for your situation.
Call to schedule a tax appointment at 858-287-3388 or email shanna.richardson@lqtaxes.com.
在Liang & Quinley Wealth Management，我們會考慮您生活中的每個方面、您的資源以及您做出的財務決
策。我們採取積極主動、個性化的方法來幫助您制定計劃，以實現財富積累和保值目標。
Michael Liang是Liang & Quinley Wealth Management的聯合創始人，于2006年進入該行業。他是註冊金融
規劃師™專業人士、認證私人財富顧問®和特許退休規劃顧問®。他持有7系列、66系列（通過LPL
Financial）以及人壽保險和健康保險執照。Michael的工作重點是與移民和小企業主合作。
Michael出生於臺灣，講一口流利的普通話。他與兩個姐妹一起在加州維拉公園長大。Michael畢業于加州
大學聖達戈分校，獲管理學學位。他喜歡打高爾夫球，跟他的外甥在一起，為奧蘭治縣的「大哥哥大姐
姐組織」提供志願服務。
Our Annual Charity Golf Tournament has been a huge success and great time for family, friends and clients!
We have raised over $150k to be donated to various charities.
Every year, we dedicate a day to the well-deserved women in our lives; our clients, siblings and most importantly, our moms.
Every holiday season, we host a Toys for Tots drive. It’s a fun night out for clients while giving back to our local community!
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michael.liang@lqtaxes.com
christopher.quinley@lqtaxes.com
Mon-Fri in Office:
8:00 AM - 5:00 PM
