Delivering insightful advice Building on a foundation of trust

The Ling Group Evan Ling, Benjamin Ling, Felix Ting-Wey Ling, Christina Wong, Timothy Meng-Ying Wu

From left to right:
Christina, Felix, Evan, Benjamin, and Timothy

The Ling Group


phone

844-852-7241
714-256-5484



phone

855-390-7548





address

One Pointe Drive
Suite 140
Brea, CA 92821



In a world of confusing headlines and challenging markets, it takes more than investment guidance to help you move forward with confidence. It takes an understanding of your entire financial life, your hopes and dreams – and a clear road map for getting where you need to go.

As your personal advocates, we provide you with advice that is tailored to your circumstances and priorities. We start with a detailed plan for all you'd like your wealth to achieve. Over time, we adjust your plan as your circumstances change, so you can embrace your financial future with confidence.



Insights

Building an investment plan

Building an investment plan

Planning for the lifestyle you want

Planning for the lifestyle you want