Alan was born in Taipei, Taiwan. He immigrated to Hawaii as a young child with his parents who sought to raise his family in better environment. As a young boy, he witnessed the challenges and struggles his parents faced starting a business in a new place where the language was not their first and the perseverance and work ethic that it required for them to thrive. He started helping his parents build a multi-million-dollar company though out his teenage years and gained experience in management, accounting, taxation, real estate, and insurance. He studied Business Management and Finance at University of Hawaii. As a young entrepreneur, Alan started a several businesses spanning many different industries. And has used his unique perspective and experience to help his clients achieve financial success.
Alan started his financial career during the banking crisis over a decade ago and witnessed how economic trends and changes affect not only investment portfolios but businesses and families. He is very passionate about helping individuals and families navigate through ever changing landscape of today’s tumultuous world. He founded Cornerstones Financial in 2011 with the vision of truly holistic financial services company to help families achieve success through these unprecedented times.
Alan is a Registered Financial Consultant and holds licenses for Life, Health, Property and Casualty Insurance and licensed mortgage broker (NMLS 1527784).