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    • Home
    • What we do
    • The Client Experience
    • Meet Our Team
    • Contact US
    • Osaic Form CRS
  • Home
  • What we do
  • The Client Experience
  • Meet Our Team
  • Contact US
  • Osaic Form CRS

Headquarter

Additional Meeting Locations

Additional Meeting Locations

1930 S. Brea Canyon Rd. #120

Diamond Bar, CA 91765

Additional Meeting Locations

Additional Meeting Locations

Additional Meeting Locations

Rosemead, CA

Schedule a Complimentary Consultation

 Managing your wealth is a personal subject, one we should discuss in a more personal setting.  We offer a complimentary 30 minute initial discovery consultation with a CERTIFIED FINANCIAL PLANNER™.  During the meeting, we will discuss your goals and objectives, and offer our initial thoughts on your most pressing financial concerns.

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Wealthify Partners

1930 Brea Canyon Road, Ste 120, Diamond Bar, California 91765, United States

TEL: 888-548-5891 Email: info@wealthifypartners.com

Copyright © 2023 Wealthify Partners - All Rights Reserved.


 Important Disclosure

Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against a loss in periods of declining values.  Asset Allocation and Diversification does not guarantee profit nor is it guaranteed to protect assets.                                                          

Andrew Chou offers Securities and Advisory services through Osaic Wealth, Inc, Member FINRA and SIPC, a Registered Investment Advisor, .  This  message is intended for residents of the Unites States of America in certain states only.  Please check with us to make sure we are registered in your state.  Osaic Wealth, Inc. does not offer tax, estate, accounting or legal advice.   

Insurance services provided by Wealthify Partners are not affiliated with Osaic Wealth, Inc.  Registered Representative may only discuss and/or transact securities business with residents of the following states: CA, WA.


Effective June 6, 2016, FINRA Rule 2210 (Communications with the Public) requires a firm to include a readily apparent reference and hyperlink to BrokerCheck on the initial Web page that the firm intends to be viewed by retail investors, and any other Web page that includes a professional profile of one or more registered persons, who conduct business with retail investors. 

Click here to go to our page on BrokerCheck

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