Simon Chew, CIC

Founded in 1982, we have built a legacy of excellence across three generations, specializing in insurance and financial planning solutions. Our team of award-winning professionals, including Million Dollar Round Table members and certified insurance counselors, brings decades of combined experience to help clients achieve family protection, wealth accumulation, and tax-efficient retirement income. We leverage innovative strategies typically reserved for high-net-worth clients, making them accessible to professionals seeking comprehensive financial security. Our commitment to personalized service is reflected in our hundreds of industry awards, including recognition from Senator Diane Feinstein and House Speaker Nancy Pelosi. We pride ourselves on transparency, ethical practices, and a client-centric approach that prioritizes long-term relationships over transactional interactions.

With offices in San Francisco, Fremont, Oakland, and San Jose, we serve clients across the Bay Area and beyond. Our expertise spans Medicare plans, fixed index annuities, life insurance with living benefits, long-term care solutions, and retirement planning. We are dedicated to educating our community through seminars, webinars, and personalized consultations, ensuring clients make informed decisions aligned with their unique needs. Our track record of excellence, supported by partnerships with leading insurers like Allianz and AIG, positions us as trusted advisors in an ever-evolving financial landscape.