Simon Chung is a wealth management financial advisor based in Costa Mesa, CA.

Simon specializes in partnering with clients to plan for their long-term goals and values by developing personalized financial plans, providing strategic investment advisory services, and implementing comprehensive private wealth management solutions to high-net-worth individuals, multi-generational families, and executives.

His experience ranges many firms, including Pacific Life, Ameriprise, Fisher Investments, and Churchill Management, where in all positions he held an advisor role and worked with affluent families.

Simon earned his Bachelor of Arts degree in economics and his Master of Business Administration degree from the University of California, Irvine.

In his free time, Simon enjoys playing with his dogs, spending time with his friends, and searching for the best tacos in town.