OUR COMMITMENT TO YOU
We help our clients create wealth, protect their assets
and leave behind a legacy for generations
Dr. Emily Loi is the founder and president of Wealth Creation Insurance Services, Inc. She is an accomplished retirement and income specialist, primarily serving Southern California but is sought after nationally for her expertise in helping people secure their retirements.
Her background is unique from other financial professionals. Dr. Loi is an internal medicine physician who was awarded her Doctor of Medicine (M.D.) degree from the AUC School of Medicine in 2002. Due to her inquisitive nature, she continued to seek knowledge in different fields during her practice; ultimately finding renewed purpose in the financial industry.
Dr. Loi aims to transform lives through the power of proper retirement planning. Her goals are to empower her clients to build wealth, attain financial freedom, generate lifetime income, protect assets, and prepare for a successful generational wealth transfer. Dr. Loi’s approach is to first understand her clients’ unique financial situation, then devise a blueprint to help them achieve their retirement goal to ensure that the clients’ golden years are golden.
Besides managing her financial firm, Dr. Loi is also passionate about teaching. She currently hosts 2 radio shows in Southern California – Safe Money Radio and Wealth Creation Strategies. Safe Money Radio airs every Saturday on KRLA AM 870 and Wealth Creation Strategies airs every Friday and Sunday on FM 106.3. Through these radio shows Dr. Loi shares her knowledge on topics such as estate planning methods designed to pass tax-free wealth to heirs and provide liquidity for estate taxes, strategies for business owners and self-employed individuals to save money on taxes, and strategies to safely grow money and avoid significant risk from market losses.
Aside from hosting the two radio shows and supporting clients with their finances, Dr. Loi has a passion for ballroom dancing. She loves the Argentine tango as well as the International Latin division of ballroom which consists of the Samba, Rumba, Cha-Cha-Cha, Paso Doble and the Jive. Her favorite pastimes are playing with her daughter and spending time on the dance floor brushing up her techniques and meeting new friends
Help For Small Businesses
Our team of experts also help small businesses set up retirement plans such as the 401(k), Defined Benefit Plan, Defined Contribution Plan, SEP IRA, traditional IRA, and Deferred Compensation Plan.
Does Your Business Need Additional Tax Deductions?
Let us help you find a variation of the retirement plan designs that could help you convert current taxes to assets, defer tax payments, and generate the retirement income you desire.
Call 714-714-0811 for your free consultation.
Check out Dr. Emily Loi’s radio shows!
Safe Money Radio on KRLA AM 870 every Saturday 3:00pm-3:30pm
Wealth Creation Strategies on 106.3 FM every Friday 11:15am-11:30am and Sunday 11:00am-11:15am
Federal Retirement Consultant
For over fifteen years, Jim has been assisting clients with their tax, financial, and estate planning goals. He works closely with individuals and families during various stages in life to understand their goals, and provides tailor made solutions. Jim is known by his clients and friends to be detail orientated with a focus on providing outstanding personal service.
Jim experienced firsthand how detrimental a family can be without a sound financial solution and planning. After the sudden passing of his father in his mid-sixties, Jim and his brother were left to figure out the future of the family tax and accounting practice. Without a sound financial plan in place, Jim and his brother were forced to sell the business. Knowing how no one can shield themselves from this life changing event, Jim realized the importance and the intricacies of taxes, financial and estate planning. After working for several Fortune 500 financial firms, Jim realized the importance of having a well-suited financial plan and trying to fit clients into limited financial products is not a well-rounded solution. The idea of starting his own firm and having the flexibility to provide tailor made solutions for his clients incubated for many years and ultimately, Pier Financial Group is formed. Pier Financial Group is an accumulation of key financial knowledge built on Jim’s years of experiences in various financial institutions.
Aside from reading and keeping up with all things related to finances, in his free time Jim enjoys spending time with his wife and children. He also enjoys traveling, barbequing, trying out different bourbons, and watching the Dodgers at Chavez Ravine.
Jim’s email: [email protected]
Jim’s phone number: (909) 477-1686