Andrew B. Chou,  CFP<sup>&reg;</sup> - Financial Advisor

Andrew B. Chou, CFP®

Managing Partner

NexGen Wealth Management

1930 S. Brea Canyon Rd., Ste 120
Diamond bar, CA 91765
(888) 548-5891

General

Andrew Chou is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at NexGen Wealth Management in Diamond bar, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: CA
  • Health/disability insurance: CA

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Arbitration & Mediation, Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Banking, Asset Allocation, Cross-border Planning, Estate Planning, Corporate Finance, Investment Management, Limited Partnerships, Employee Benefits, Mutual Funds, Real Estate, Retirement, Stocks & Bonds, Tangible Assets, Succession Planning

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