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.