Kaushal Trivedi (Owner)

I have a vision that clients deserve a qualified, honest, and dedicated financial consultant who can provide comprehensive financial solutions with the client's best interest as the top priority. And is the only reason we have started this service. I belive we as a team will continue our support to the community.

Ellena Chen

Having aspirations in both music and business, Ellena received Bachelors degrees in both music and marketing, and later obtained two Masters degrees in piano performance as well as in management. After working in the music field as musician, teacher, and administrator/fundraiser for numerous arts and non profit organizations for 2 decades, Ellena transitioned into the financial field and got licensed in 2015. Utilizing her planning skills and knowledge of financial tools, Ellena has educated and helped families to reach their financial goals. Ellena specializes in educational fund planning, retirement planning and budget setting. Ellena has a passion to educate future generations to be financially responsible and to achieve financial freedom.

Will Lin

As a consultant in the financial services industry, Will Lin is a well-respected speaker on a wide range of financial subjects. Since 2012, he has been conducting a popular series of financial workshops aimed at helping people understand the financial planning process and make better financial decisions. Will holds Series 6, 63, and 65 securities licenses as well as Life, Health, and Long-Term Care insurance licenses. He is also fluent in English and Mandarin Chinese.