Meet the team
Our team brings backgrounds in financial planning, tax, insurance, real estate, lending, education and business, and each family’s plan is worked on by the members whose fields it touches. Legal work on estates and immigration, and tax filing, is handled by partner attorneys and CPAs.
Our team
CFP® · EAAustin Wang
Co-FounderTax · Estate · Retirement普通话 · English
Jeffrey Chen
Co-FounderBusiness development · Media
Chris Li
Co-FounderPartnerships · U.S.–China business
M.S. Computer ScienceHenry Han
Co-FounderLife & health insurance · Technology
MBARichard Wang
Co-FounderReal estate · Art & collectibles
Gigi Wang
Co-FounderEducation · Client service
Wayn Qu
Co-FounderLife insurance · Brand & marketing
Summer Xu
PartnerLife insurance
Eve Shang
Senior AdvisorReal estate development & investment
Julie Tung
Senior AdvisorReal estate · Retirement moves · Family legacy普通话 · English
Frank Sun
Senior AdvisorLife & health insurance · Medicare · Retirement普通话 · 粤语 · English
Heather Renn
Senior AdvisorWealth protection · Legacy planning
Vicky Zhou
Senior AdvisorHealth · Medicare · Life insurance · Annuities · Retirement普通话
Emily Hou
Senior AdvisorLife insurance · Retirement · Cross-border wealth · Fine jewelry普通话 · English“Senior Advisors” are independent professionals who work with Meta Mega Group; the title does not indicate partnership or ownership in the firm.
Team moments
Outside work, the team often gets together with clients and families: New Year gatherings, ball games, team trips and camping.
