Business Details
20 Years
experience
Trusted Financial Advisers in Irvine, CA
At Liang & Quinley, we empower individuals and businesses to achieve financial prosperity through personalized wealth management and tax planning. Our mission is to deliver strategies aligned with clients' unique goals, fostering long-term relationships built on integrity and trust. We believe effective financial planning requires a holistic approach, combining our Wealth Management and Tax Management teams to identify opportunities that enhance financial well-being. With decades of combined experience, our certified professionals specialize in financial planning, investment management, tax compliance, and retirement strategies.We serve immigrants, small business owners, and high-net-worth individuals, offering tailored solutions to meet diverse needs. Our commitment to education ensures our team stays at the forefront of industry developments, while our community involvement reflects our dedication to giving back. Recognized with awards like the InvestmentNews 40 Under 40 and Forbes Best-In-State Wealth Management Teams, we prioritize transparency, ethical practices, and client satisfaction.
Services
Financial Planning
Retirement Planning
Tax Compliance
Investment Management
Small Business Strategies
Details
- Year established: 2006
Highlights and features
- We combine wealth management and tax expertise for holistic financial strategies.
- Our team includes CFP, CPA, and CIMA-certified professionals with decades of experience.
- We specialize in serving immigrants, small businesses, and high-net-worth individuals.
- Proactive tax planning minimizes liabilities while maximizing wealth growth opportunities.
- Recognized by Forbes and InvestmentNews for industry excellence and client service.
Services
Wealth Management
Our wealth management services create personalized investment strategies aligned with your financial goals and risk tolerance. We specialize in portfolio management, retirement planning, and small business solutions. With over 15 years of experience, our CFP-certified advisors combine market expertise with a focus on long-term growth and asset preservation for individuals and businesses.
Tax Planning
Our tax management team develops strategies to minimize liabilities while maximizing wealth growth opportunities. We offer individual and business tax compliance, year-end planning, and IRS representation. With CPAs and Enrolled Agents on staff, we provide expert guidance through complex tax regulations for small businesses and high-net-worth individuals.
Retirement Planning
We design customized retirement plans considering your unique financial situation and long-term objectives. Our services include 401(k) management, pension optimization, and tax-efficient withdrawal strategies. Certified professionals with CFP and CRPC designations ensure comprehensive planning for secure post-career financial stability.
Small Business Solutions
We provide tailored financial and tax solutions for small businesses, including incorporation strategies, monthly bookkeeping, and tax compliance. Our CPAs specialize in real estate investments, business succession planning, and tax-efficient structures to support growth and profitability for entrepreneurs and business owners.
Financial Planning
Our financial planning services cover comprehensive wealth assessment, goal setting, and strategy implementation. We address insurance needs, education funding, and estate planning through personalized roadmaps. Certified advisors with CFP and CIMA credentials ensure holistic solutions for individuals and families at all wealth levels.
People
Michael Liang
Co-Founder
Co-founder of Liang & Quinley with 18 years of experience. CERTIFIED FINANCIAL PLANNER and Chartered Retirement Planning Counselor. Specializes in immigrant and small business financial solutions. Recognized by InvestmentNews 40 Under 40 in 2016.
Christopher Quinley
Co-Founder
Co-founder with 18 years in financial services. Holds CFP and CIMA certifications. Focuses on investment management and retirement planning. Earned MS in Business Administration from San Diego State University in 2019.
Nicola Bruno
Tax Director
Tax Director with 40+ years of experience. CPA and attorney specializing in real estate and business tax compliance. Former lecturer at tax planning seminars and member of multiple professional accounting and legal associations.
Michael Batson
Tax Director
CPA with 25+ years in tax services. Specializes in real estate investments and small business taxation. Former church missionary with expertise in making tax processes accessible for clients.
Sharmina Ali
Tax Manager
CPA joining the team in 2025. Expertise in tax planning and IRS representation. Holds BS in Finance from San Jose State University. Focuses on individual and business tax compliance across entity types.
Questions
What services does Liang & Quinley offer?
We provide wealth management, tax planning, retirement strategies, small business solutions, and financial planning services tailored to individual and business needs.
How do you work with small business owners?
We offer specialized tax compliance, incorporation strategies, and financial planning services for small businesses, with CPAs experienced in real estate and business tax optimization.
What certifications do your advisors hold?
Our team includes CFP, CPA, CIMA, and CRPC-certified professionals, ensuring expertise in financial planning, tax compliance, and investment management.
How are wealth management fees structured?
Advisory fees range from 0.60% to 1.00% based on assets under management, with tiered pricing for different investment levels.
Do you serve high-net-worth individuals?
Yes, we specialize in wealth preservation, tax optimization, and retirement planning for high-net-worth clients through personalized investment strategies.
What community initiatives do you support?
We host annual charity events including a golf tournament, women's appreciation day, and Toys for Tots drive, donating over $200,000 to local charities.
