About Us

Hello, I’m Michael Shieh, Financial Advisor.

I serve people over age 50 ... especially in the Taiwanese-American community in California. 

With over 20 years of experience and a deep understanding of the needs of Californians, I am here to guide you towards retirement.

Qualifications and Experience:
As a Financial Advisor, my journey includes experience at Cathay Bank. There I gained extensive experience finding less risky investments with better returns, which are crucial in today's Federal rate environment.

Cultural Connection:
Being a Taiwanese-American fluent in Mandarin, I bring the advantage of communicating financial concepts in that language. This, combined with my broad network of professional connections in our community, offers you a uniquely tailored advisory experience.

Reputation and Recognition:
My commitment to excellence is reflected in my public roles. I’ve been featured on KAZN AM-1300 Radio and was selected as a keynote speaker at the 2023MDRT Global Conference in Taiwan. 

Your Financial Peace of Mind:
Your journey to financial solidness is innovative. That’s why I provide guidance that matches your family's needs and goals. My aim is always to help you navigate the complexities of financial planning, building a confident future for you and your loved ones.

Let's Connect:
Together, we can explore how to work towards fulfilling your retirement goals and build a comfortable life ahead. Please contact me for a consultation about your financial future.

Warm regards,

Michael Shieh 

P.S. Remember, our discussions are not just about finances, but about helping you work towards securing a vital part of your future, helping you live life to the fullest today.

P.P.S. Even if you're satisfied with your current financial advice, a conversation with me could reveal new opportunities. With the market volatility ahead, now is a critical time for a second opinion from someone experienced like me. Please contact me for a consultation about your financial future today.