Anny Shen

During my 21 years in financial industry, I spent 5 years in corporate banking and 16 years in managing investments. Over the years, I have developed a deep passion for helping my clients define and achieve financial goals via comprehensive tailored investment strategies. Having worked in Asia and in the US, my international practice focuses on helping high net worth clientele globally to plan for their retirement needs, advising clients with investment options, risk management, tax and estate planning strategies in order to help pass wealth from one generation to the next. I am fluent in Mandarin, Taiwanese and English; and travel globally to meet with clients and prospects. I generally work with clients who are seeking for advisors to help them review both the asset and liability side of their balance sheet.After completing my undergraduate degree at USC, I pursued my MBA at Claremont Graduate University. Currently, I live in Los Angeles, California with my husband. During my free time, I enjoy horseback riding, tennis, yoga. Traveling is also of particular interest to me as I enjoy experiencing local cultures during my travels.Please reach out to me at (626) 304-2488 or [email protected] Services: Assistance with Estate Planning Strategies | Wealth Management | Family Consulting | Financial PlanningFixed Income | Lending Solutions | Retirement Planning | 529 Plans | Tax Free Income Strategies | Qualified Retirement Plans | Long Term Care Insurance | Cash Management | Exchange Traded Funds | 401(k) Rollovers | Defined Contribution Plans | Insurance Services | Annuities | Investing | Life Insurance