Business Details
16 Years
experience
Your Trusted Partner for Wealth Management Solutions
Modern Wealth Advisors is an independent wealth management firm dedicated to helping clients achieve financial independence and a rewarding retirement. Founded in 2010, we specialize in comprehensive financial planning, innovative investment strategies, and cutting-edge technology tailored to individual needs. Our team works with diverse clients including retirees, women investors, and business owners, focusing on accumulating, preserving, and transferring wealth. We prioritize understanding each client's unique goals before developing personalized strategies.With decades of combined experience and rigorous professional certifications, we maintain a client-centric approach grounded in transparency, ethical standards, and lifelong relationship-building. Our services span financial planning, asset management, retirement income strategies, insurance solutions, and estate planning. We operate with a modern perspective while maintaining a long-term vision for client success.
Services
Financial Planning
Asset Management
Retirement Planning
Insurance Strategies
Estate Planning
Business Planning
Investment Management
Tax Planning
Wealth Preservation
Legacy Building
Details
- Year established: 2010
Highlights and features
- We offer personalized financial strategies tailored to your unique life stage and goals.
- Our team holds prestigious certifications including CFP and Series licenses.
- We combine comprehensive financial planning with cutting-edge investment technology.
- We prioritize ethical standards and transparent communication in all client relationships.
- We serve diverse client needs with specialized expertise in retirement and business planning.
Associations and certifications
- FINRA/SIPC
Services
Financial Planning
We develop comprehensive financial plans tailored to individual goals, considering cash flow, investments, and long-term objectives. Our approach combines modern technology with personalized guidance to create actionable strategies. Clients benefit from ongoing adjustments that reflect changing life circumstances and market conditions.
Retirement Planning
Our retirement specialists create customized strategies addressing income sustainability, tax efficiency, and longevity considerations. We focus on creating reliable income streams while maintaining portfolio growth potential. The planning process includes Social Security optimization and healthcare cost management strategies.
Asset Management
We implement diversified investment portfolios aligned with client risk profiles and financial goals. Our strategies emphasize risk management through asset allocation and regular portfolio rebalancing. We utilize both traditional and alternative investments to optimize returns across market cycles.
Estate Planning
Our estate planning services coordinate with legal and tax professionals to create efficient wealth transfer strategies. We focus on minimizing tax liabilities while ensuring client wishes are fulfilled. Services include trust planning, beneficiary designations, and business succession strategies.
Business Planning
We provide specialized solutions for business owners including succession planning, executive compensation, and tax-efficient profit distribution strategies. Our services help entrepreneurs manage business assets alongside personal financial goals. We also assist with employee benefit plan design and implementation.
People
Christine Tang
President and Founder
Certified Financial Planner with 20+ years experience, specializing in retirement and wealth management. Holds Series 7, 66, and 24 licenses. Former Morgan Stanley professional and USC finance graduate. Recognized for community leadership and financial education initiatives.
Benjamin J. Ock
Operations Manager
Series 7 and 66 licensed professional with San Diego State business degree. Focuses on client relationship management and operational efficiency. Committed to continuous learning in financial services. Resides in Houston with interests in reading and golf.
Questions
What services does Modern Wealth Advisors offer?
We provide financial planning, retirement strategies, asset management, insurance solutions, estate planning, and business owner services tailored to individual client needs.
How are your financial strategies personalized?
We begin by understanding your unique goals, risk tolerance, and life stage before developing customized investment and planning strategies aligned with your specific circumstances.
What makes your retirement planning different?
Our approach combines comprehensive income planning, tax-efficient strategies, and ongoing portfolio management to help maintain financial security throughout your retirement years.
Do you work with specific client types?
We specialize in serving retirees, women investors, and business owners while maintaining the flexibility to address diverse financial situations.
How do you ensure ethical financial advice?
Our team adheres to strict ethical standards, maintains professional certifications, and prioritizes transparent communication to ensure recommendations align with client best interests.
