Antonio choi

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About me

It is my pleasure to lớn serve sầu the financial needs of people in the East Bay and Contra Costa areas. My experience in the financial industry started in 2008 and I became a financial advisor in 2018. I hold a Bachelor of Arts degree in business administration from California State University East Bay. I am fluent in Cantonese & Mandarin. California Insurance License 0G36413.I want to make managing your finances as easy as possible for you. As your financial advisor, I will partner with a Wealth Management Banker from U.S. Bank to lớn bring you a holistic approach khổng lồ your wealth management needs. We will collaborate to underst& your financial situation & develop personalized strategies to help you work toward your financial goals.

In my miễn phí time, I enjoy physical fitness, basketball & spending time with my family.

Area of focus

Investment planning

Insurance protection planning

Retirement plan distribution planning

Executive compensation planning

Business succession planning

Charitable gifting strategies

Executive/trustee planning

Legacy planning

Goals-based wealth management

About Wealth Management from U.S. Bank and U.S. Bancorp Investments

Our integrated wealth management approach gives you access to lớn a dedicated advisor, backed by a team of specialists. We offer financial strategies to lớn individuals and families across a wide range of wealth levels. Our U.S. Bank specialists offer banking, trust & investment support while our U.S. Bancorp Investments professionals focus on investments, planning và insurance.

Investment & insurance products và services including annuities are:

Not a Deposit ● Not FDIC Insured ● May Lose Value ● Not Bank Guaranteed ● Not Insured by any Federal Government Agency

U.S. Wealth Management - U.S. Bank | U.S. Bancorp Investments is the marketing hình ảnh sản phẩm for U.S. Bank & its affiliate U.S. Bancorp Investments.

U.S. Bank, U.S. Bancorp Investments and their representatives vì not provide tax or legal advice. Your tax & financial situation is quality. You should consult your tax and/or legal advisor for advice và information concerning your particular situation.

The information provided represents the opinion of U.S. Bank và U.S. Bancorp Investments và is not intended to lớn be a forecast of future events or guarantee of future results. It is not intended lớn provide specific investment advice và should not be construed as an offering of securities or recommendation to invest. Not for use as a primary basis of investment decisions. Not lớn be construed khổng lồ meet the needs of any particular investor. Not a representation or solicitation or an offer khổng lồ sell/buy any security. Investors should consult with their investment professional for advice concerning their particular situation.

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Equal Housing Lender. Credit products offered by U.S. Bank National Association and subject lớn normal credit approval. Deposit products are offered by U.S. Bank National Association. Member FDIC.

U.S. Bank is not responsible for and does not guarantee the products, services, or performance of U.S. Bancorp Investments.

Investment & insurance products và services including annuities are available through U.S. Bancorp Investments, the marketing name for U.S. Bancorp Investments, Inc., member FINRA và SIPC, an investment adviser & a brokerage subsidiary of U.S. Bancorp & affiliate of U.S. Bank.

U.S. Bancorp Investments is registered with the Securities & Exchange Commission as both a broker-dealer và an investment adviser. To underst& how brokerage và investment advisory services và fees differ, the Client Relationship Summary and Regulation Best Interest Disclosure are available for you khổng lồ Reviews.

Insurance products are available through various affiliated non-bank insurance agencies, which are U.S. Bancorp subsidiaries. Products may not be available in all states. CA Insurance License # 0E24641.

Pursuant khổng lồ the Securities Exchange Act of 1934, U.S. Bancorp Investments must provide clients with certain financial information. The U.S. Bancorp Investments Statement of Financial Condition is available for you khổng lồ nhận xét, print và tải về.

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The Financial Industry Regulatory Authority (FINRA) Rule 2267 provides for BrokerChechồng khổng lồ allow investors lớn learn about the professional background, business practices, and conduct of FINRA member firms or their brokers. To request such information, liên hệ FINRA toll-free at 800-289-9999 or via An investor brochure describing BrokerCheông xã is also available through FINRA.

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