Growing up in the San Gabriel Valley, I have grown accustomed to the sun, mild weather, and a lot of great food. I enjoy watching movies, relaxing by the beach, traveling, and visiting Disneyland. I also have a passion for cooking. Creating something for others to enjoy brings a smile to my face.
I met my husband, Devlin Chung, when we were in middle school in Temple City. Devlin is also a financial advisor at Edward Jones in San Marino. I'm a new mom of boy/girl twins born January 2020 and we have a small Maltese named Romeo.
I come from a business background with a focus in marketing for small companies. After much contemplation about where my life was headed and the aspirations I had, I decided to venture into the world of finance to leverage my analytical and entrepreneurial nature.
The inspiration for my work is based on the level of service I provide my clients. I take pride in what I do and will only do what I believe is right for my clients. The highest compliment they give me is a referral to a friend or family member; I believe that is a true benchmark of accomplishment.
I work closely with my clients and their certified public accountants by understanding what's most important to them, tailoring a unique strategy to help them reach their financial goals, while becoming a true partner in the process.
My best clients are multigenerational families working toward a long-term goal of saving for college, making sure there's enough money for retirement, protecting their assets and leaving a legacy for the next generation.
I would like to help provide the answers to your questions so you can make informed, financially sound decisions. Please come by to say hi and have some coffee!
My Personal Interests
- Personal Fitness
- Movies & Entertainment
Office Address151 N Glendora Ave
Glendora, CA 91741
Phone NumberDarice Tsai at (626) 963-8793
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||08:00AM - 04:30PM|
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More
Tax resources and client statements
Make informed investment and tax decisions with helpful and clear information.Learn More