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 and Christopher teach at University of California, Irvine where they are able to share their knowledge and help the next generation of financial advisors. 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. He enjoys playing golf, spending time with his nephews, and volunteering with the Big Brothers Big Sisters program in Orange County.
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 and Michael were given the opportunity to teach at University of California, Irvine where they are able to share their knowledge and help the next generation of financial advisors succeed.
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 is Master 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 volunteering with the Big Brothers Big Sisters program in Orange County.
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 a Financial Paraplanner Qualified Professional™, Notary Public and the Marketing Associate of the firm. Tammy is the lead on all client events, social media marketing and HR issues for the firm. 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 (kids Brooklyn and William, husband Trevor) and cheering on her favorite basketball team - the Los Angeles Lakers.
Hailey joined the Liang & Quinley Wealth Management team in February, 2019 and is currently the Operations Associate of the firm. Hailey is the lead for creating new client accounts, sending out forms for docusign and assisting clients in move money transactions. Hailey is a graduate of Chapman University's Dodge College of Film and Media Arts with a degree in Creative Producing. Hailey currently lives in Huntington Beach and enjoys camping, reading a good book 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.
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.
Jennifer Yeh holds the Certified Public Accountant designation. To learn more about the CPA designation, visit www.aicpa.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
We now offer tax planning services to our clients as part of our comprehensive wealth management firm’s offerings. We have an in-house CPA that can assist with a variety of tax planning areas that fit our clients needs.
Individual Tax Returns
Business Tax Returns
Monthly Bookkeeping
Incorporation Strategies
Year-End Tax Planning
Tax Research
| Simple | $295 |
| Moderate | $495 |
| Complex | $995 |
| Simple | $1,495 |
| Moderate | $1,995 |
| Complex | $2,995 |
| Year-End Tax Planning Strategies | $195 / hour |
| QuickBooks Bookkeeping | $195 / month |
| Financial Statement Preparation | $495 |
| LLC & Incorporation Strategies | $495 |
Our Annual Charity Golf Tournament has been a huge success and great time for family, friends and clients! Over the past 6 years, we have raised over $60k 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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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。
