Broker Check

Christmas Party for Long Beach Youth and Future Leaders

As a board of trustee, we provide education to the K-12 schools on marine biology,  marine organisms, their behaviors and interactions with the environment.

White House Imitative on AAPI

Years of experience have prepared us to guide you through your life transitions.

Client Centered

Client Centered

PFG Pinnacle Team Meeting 2022 - Celebrating our success in helping our clients achieve their financial goals.  As fiduciary financial planners, we provide solutions to their retirement and investment needs.

PFG Press Release

https://www.pfgteam.com/blog-01/news-release-pfg-helps-credit-unions-accelerate-ria-and-advisory-services 

Client Centered

Feeding America

Sharing the same values as our client to feed the children and homeless in America




Joint Venture and Partnership

Joint venture to launch a product for two of our partners. 




Asian Pacific Month Celebration

Celebrating Asian Pacific Month with Apl.de.ap from Black Eyed Peas




Associate Leadership Council 

Mentor our future leaders and managers to serve our clients




APAHM Celebration

Celebrate with LA Mayor Antonio Villaraigosa for the annual APAHM to grant scholarships to the K-12 students in Los Angeles Unified School District.  




Advanced Justice of LA 

Annual Award Gala to celebrate and recognize the recipients for advancing social justice for the community in Los Angeles.