Who We Are
Live out your values
& personal purpose
With Our Dedicated Team By Your Side.
Meet Your Team
Marty Chiu
Wealth Consultant
Fabiola Hill
Client Relationship Manager
Audrey Chiu
Operations Manager
Kari Pel, E.A., CFP®
Consultant
Our Values
Humility
Be client centered
Excellence
Pursue continual improvement
Attention
Fully listen to understand others
Responsibility
Own what you deliver
Trust
Earn your worth of trust over time
Sincerity
Sincerity and integrity is the heart of real service
Our Client Success Stories
“The one thing that sets them apart is that they do care if we succeed,
listen to our needs, change from plan A to plan C if needed, institutes
wealth, family, work, faith, ... yes, a true 6 stars lifetime partnership for
us.”
-Dr Michael N.
Our Client Success Stories
“I feel at ease in my life. I am not alone. I have somebody to support me. That is what you are for me. You have taken away my burden."
-Chieko B.
Our Client Success Stories
“At VantaQuest, clients get more than just a financial advisor. They truly
help individuals and families identify their core values, life priorities, and make tailored decisions that align with them."
-Rebecca & Ted L.
Our Client Success Stories
"For over 20 years, Marty Chiu at VantaQuest has been more than just a Financial Advisor; he has been a trusted guide, advocate, and educator for me and my family. His dedication to ensuring our financial stability and long-term security has been evident in every interaction we have had."
-Joe P.
Our Client Success Stories
"I cannot even begin to put into words how blessed we have been to not only know Marty but to have worked with him so long. He and his team have shown the ultimate expertise in advising us regarding our finances. Not only that but the integrity and personal time and help has been stellar going way beyond our highest expectations."
-Linda W.
Our Client Success Stories
"I am forever thankful and blessed to have Marty Chiu and VantaQuest handling my life savings. I have been retired for 25+ years and continue to know I’m still financially secure."
-Betty B.
Each testimonial is an expression of a client’s experience with our services. Keep in mind that one client’s experience may not be representative of any other client experiences.
No incentives have been provided in connection with these testimonials. Investing involves risk, and there is no guarantee of any future result, performance, or success.