185 W Chestnut Ave, Monrovia, CA 91016 1.888.831.8868 | 1.626.447.7888
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We’re Here to Protect and Grow Your Wealth

TransGlobal Advisory

Your Only Wealth Management Provider

 


We help long-term investors to build a diversified investment portfolio


TransGlobal Advisory provides highly personalized wealth management services based on our clients’ unique financial planning needs and personal aspirations. We create an individualized asset allocation strategy based on each client’s risk tolerance and personal investment goals.

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"TRUE" Family Office 

With so many companies using the term, it’s hard to know what qualifies as a “true” family office.

We believe that a true family office will have the following areas of expertise:

  • Taxation & Trust/ Estate Law

  • Risk Management/Insurance

  • Family Office CEO/CIO Level Investment Experience

  • Family Office CFO/Accounting Experience

  • Private Equity of Direct Investments

True Family Office + One-Stop Shop

生活方式協助

法律諮詢協調

One-Stop Shop Financial Service

Team Members

 

PROFESSIONAL • Life Insurance • Annuities • Retirement • Estate Planning • Foreign National Market • Advanced Planning Market
Philip Hu
Founder & CEO, TransGlobal Holding
Herman Chen, CFA, CFPⓇ, CPA, FRM
Chief Investment Officer
MEMBER • The Chinese Finance Association/TCFA • The Chinese Economists Society/CES • Financial Industry Regulatory Authority/FINRA
Michael Liao
President/CEO/COO, Globalink Securities
EXPERIENCE • Trust adminstration • MUFG Union Bank, N.A. and U.S. Trust, Bank of America Private Wealth Management SPECIALIZATION • Financial planning & wealth management • High net-worth and ultra-high net-worth families
Jasmine Davis
Vice President Legal & Compliance Manager
EXPERIENCE • President, Chinese American CPA Association (CACPAA) • Over 20 years of tax experience • Frequent guest on TV, Radio station and public seminars SPECIALIZATION • Tax and financial planning for high net-worth clients, new immigrants, and business owners. • Taxation and accounting with high net-worth family businesses
Cynthia Lau
CPA/Tax Advisor, TransGlobal Advisory
EXPERIENCE • 40+ years of experience in wealth management • EF Hutton, Citi Bank, Bank of America, Brown Brothers Harriman, Far East National Bank, United Commercial Bank, CTBC Bank (Chinatrust Commercial Bank), Cathay Bank, Royal Business Bank • Panel Speaker | Annual Asian Economic and Business Study Conference (2016 & 2017) UCLA Anderson School of Management • KPMG Consulting Actuary • Provided investment services to high-net-worth clients with more than $5 million assets under management.
Joseph Lee
Vice President Retirement Plan Director & OSJ Manager

TransGlobal Advisory LLC is a firm focused on serving the individualized needs of each client through all stages of life. We specialize in international Wealth Management for our clients through a client-centric, holistic financial planning approach.

 

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185 W. Chestnut Ave. Monrovia, CA 91016

Phone: 1.888.831.8868

Phone: 1.626.447.7888

Web Site: www.transglobalus.com

 

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We embrace the close-knit culture of an extended family and help guide our clients through major life transitions. At TGALLC, we promise to always protect your wealth as prudently as we grow it.

 
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