Al S. Limiac, CLTC
Chief Executive Officer, Financial Planner, CRIA

Al brings 25 years of experience in business management. He is skilled in financial planning, investments and insurance. He is involved in recruiting, training and quality development of the company's Financial Services Professionals.

Professional Experience

Financial Planner
Corporate Registered Investment Advisor
Financial Advisor
Certified Long Term Care Specialist

Certification for Long Term Care
Agency Management Training Council, American College
Holy Angel University, Philippines, B.S.E.

In January 2003, Al joined Mass Mutual Financial Group as a District Manager. He was appointed a Limited Registered Principal at his agency. Al's vision is to be a front-line manager and run his own MDRT operation as an independent general agency.

Al has a Bacherlor of Science degree and is presently pursuing his Certification in Financial Planning. In 2002, he completed his Prudential Financial Planning School in New Jersey, where he became a Financial Planner. He successfully completed the 1998-1999 Agency Management Training Council (AMTC) and was awarded a Certificate of Achievement. In 2001, he received the CLTC designation as Long Term Specialist. Mr. Limiac has attended various California Schools to pursue his education in Business. He is a member of General Agents and Management Association International (GAMA), an elite organization in the financial services industry. He is licensed to do business in the states of California, Nevada, New York, Oregon and Arizona.

Outside of his work, he is very active in his community; he is an active member of the Presidents Council of Orange County, outgong president and a board member of the Filipino American Chamber of Commerce of Orange County, a member of the Asian Business Association of Orange County and associate member of the Philippine American Society of Certified Accountants, LA Chapter.

Gary K. Chan, JD, CPA, PFS
Financial Planner

Gary K. Chan is both an Attorney and Certified Public Accountant. Mr. Chan's practice emphasizes the area of estate, tax and financial planning. Mr. Chan is also an adjunct professor of tax at California State University, Los Angeles where he teaches individual and corporate taxation. Mr. Chan has worked with many affluent individuals and small to medium-sized businesses.

Professional Experience and Education

American Institute of Certified Public Accountants, Personal Financial Specialist
Loyola Law School, Juris Doctor
California State University, Los Angeles, B.S. in Business Administration with emphasis in Accounting.

Gary is an active member of the Asian Business Association of Orange County (President and Board Member) and the Chinese American Insurance Professional Association (Board Member), and the Orange County President's Council (Member).

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