At Liang & Quinley Wealth Management, we consider every aspect of your life, your resources and the financial decisions you make. We take a proactive and customized approach to helping you develop a plan with the goal of accumulating and preserving wealth.
We believe a team approach is the best method to help clients who have a wide variety of needs as they maneuver through a complex financial world. We invite you to discover and experience the power of our team.
Michael Liang is the co-founder of Liang & Quinley Wealth 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. 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, teaching finance at University of California Irvine, and spending time with his nephews.
CA Insurance Lic #: 0E21533
Christopher Quinley is the co-founder of Liang & Quinley Wealth 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 2 handicap in golf, cheering on the Angels baseball team and teaching finance at the University of California, Irvine.
CA Insurance Lic #: 0F03182
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 Marketing. She is also a Financial Paraplanner Qualified Professional™ and a Notary Public. Tammy is the lead on all marketing for the firm, including our client events.
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 (5) and William (2) and husband Trevor) and cheering on her favorite basketball team - the Los Angeles Lakers.
Hailey joined the Liang & Quinley Wealth Management team in February, 2019. She is our 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.
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 serves as a point of contact for setting up Account View. She also specializes in 401K plan support for employer participants.
Cory is a graduate of Chapman University with a degree in Communication Studies and English. She enjoys spending her free time traveling with her husband, Chasin, and home renovation projects.
Tiffany joined the Liang & Quinley Wealth Management team July 2022. As a Client Service Associate, Tiffany's responsibilities include day-to-day administration duties, servicing client inquiries, and scheduling meetings.
Tiffany is currently pursuing a BA degree in Business Finance at University of California Riverside. During her free time, Tiffany enjoys reading self development books and cooking new recipes.
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.
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 are honored to have both of our partners recognized with the InvestmentNews 40 Under 40 Award.
At Liang & Quinley Wealth Management, we deliver a variety of wealth management services to high net worth individuals, families and businesses that aid in developing sound financial plans that best meet your goals.
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
LPL Financial is the largest independent broker/dealer in the country*. For more than four decades, LPL has serves as an enabling partner, supporting financial advisors in their goals of growing and protecting 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
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。
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Our Annual Charity Golf Tournament has been a huge success and great time for family, friends and clients! Over the past 8 years, we have raised over $100k 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!
