Our Team

Our Team

Marty Chiu

Marty Chiu

Founder, Consultant

With nearly 30 years of wealth consulting experience, Marty has dedicated his life to helping people align their actions with their values. Ever since he recovered from a devastating stroke at the age of 18, Marty has applied his energy to discovering how to pursue what is truly important in life and to treat relationships meaningfully. An avid golfer and tennis player, Marty most enjoys spending quality time with his wife and two daughters and serving with his church family.

Education & Certification:

  • Bachelor of Arts, Business Administration, Finance-Investments, CSULB
  • Certificate in Financial Planning, Southern States University
  • Certified Wealth Consultant, The Heritage Institute
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck