Yachen Sun, CFP, CEPA, CLU - Financial Advisor: Wells Fargo Advisors

Yachen Sun, CFP, CEPA, CLU - Financial Advisor: Wells Fargo Advisors Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Yachen Sun, CFP, CEPA, CLU - Financial Advisor: Wells Fargo Advisors, Financial service, 520 Newport Center Drive 17th Floor, Newport Beach, CA.

Financial Advisor at Wells Fargo Advisors | Helping business owners ($20M+ exits) and real estate investors ($500K+ gains) maximize exit value and legacy through tax‑efficient pre-sale planning.

Have you started your holiday shopping yet? Whether you're an early bird or last-minute shopper, giving the gift of life...
11/09/2022

Have you started your holiday shopping yet? Whether you're an early bird or last-minute shopper, giving the gift of life insurance is a great way to show your children or grandchildren just how much they mean to you.

Life insurance can be a great gift to show your children and grandchildren just how much they mean to you. Learn more about gifting life insurance to grandkids.

04/13/2020

The newly enacted CARES Act raises questions on how the stimulus plan will provide benefits to individuals and business owners. Join us as we host CPA Robert Keebler CPA/PFS, MST, AEP®, for a timely and informative webinar that will discuss income tax benefits and considerations, and help answer some of the questions you may have with your planning during this time.
Click here to register for this webinar and please note attendance is limited.
Http://thenautilusgroup.com/nautilusnavigator/keebler-cares-webinar-series.pdf

Tonight, New York Life is celebrating 175 years of helping people put love into action with a 60-second film during the ...
02/02/2020

Tonight, New York Life is celebrating 175 years of helping people put love into action with a 60-second film during the Big Game. Be sure to tune in!

01/24/2020

I'm excited to share with you the first look at how is celebrating 175 years of putting love into action at .

Planning for tomorrow pays dividends today—that’s especially true for New York Life clients who purchased whole life pol...
12/06/2019

Planning for tomorrow pays dividends today—that’s especially true for New York Life clients who purchased whole life policies just a few years back. Contact me to secure a better future with a participating policy today.

Learn about New York Life, America's largest mutual life insurance company. For all of life's milestones, we're here for you, your family, and your business.

 is proud to join the 's Thanksgiving Day Parade for the first time this year! Tune in to watch our debut Thurs 11/28 at...
11/27/2019

is proud to join the 's Thanksgiving Day Parade for the first time this year! Tune in to watch our debut Thurs 11/28 at 9AM local time on NBC.

Address

520 Newport Center Drive 17th Floor
Newport Beach, CA
92660

Telephone

+16263403299

Website

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