PQ Financial

Our Background

In 2020, PQ Financial Consultant (PQ) was officially established in Los Angeles, California. As an insurance brokerage firm, we focus on the Asian community in the United States and regard service as our lifelong guiding principle.

We are committed to providing the most professional financial planning services, offering insurance-related tax planning and wealth transfer solutions to high-net-worth clients across Asia.

About Us

We specialize in providing comprehensive wealth management advisory services to the emerging affluent, high-net-worth Chinese families, and institutions. Centered on offshore wealth management, our services include global asset allocation consulting through international private banks, international large-face-amount life insurance planning, family wealth succession planning, family trust advisory, and family risk management consulting.

Since the 1980s, the Asian population in the United States has experienced unprecedented growth. Yet there has been a lack of companies specifically established to address the unique needs of Asian clients.

We believe that financial planning and wealth management are fundamental life perspectives that must be shared with others.

Therefore, with a pioneering vision in financial planning, we have taken the lead in serving the U.S. Asian market.

By focusing on the Asian American community, we bring knowledge, dedication, and service to clients in the United States who may not yet be familiar with comprehensive financial planning.

Our international business has grown beyond expectations. Through collaborations with certified public accountants, financial institutions, and private banks in Taiwan, Hong Kong, and Mainland China, we are able to deliver innovative and exceptional solutions.

We help our clients preserve their assets, build wealth steadily, ensure the continuity of family enterprises, and establish an international firewall to safeguard family wealth.

Rooted in the United States, we continue to expand our global vision.

Over the years, our forward-thinking and visionary management approach has positioned us as a leader in the financial market. We have served as keynote speakers at internationally recognized conferences, successfully mentoring and developing hundreds of financial professionals, and building a global network of industry experts.

We have further broadened our perspective by extending our services beyond the United States to high-net-worth clients around the world.

Excellence in Achievement

Over the past two decades, our international business has grown beyond expectations. Through close collaboration with certified public accountants, financial institutions, and private banks in Taiwan, Hong Kong, and Mainland China, we are able to deliver innovative and exceptional solutions.

We help our clients preserve their assets, build wealth steadily, ensure the continuity of family enterprises, and establish an international firewall to safeguard and protect family wealth.

Looking Ahead

We regard it as our mission to share our knowledge with partners and to provide wealth management services to high-net-worth clients worldwide.

Building on our strong track record and extensive knowledge base, we uphold the philosophy of “Family Wealth, A Century of Legacy.” By carefully selecting premium products and services from leading global financial institutions, we deliver secure, sustainable, and steady strategies for wealth preservation and growth.

Our goal is to help clients achieve global asset allocation and comprehensive wealth management on an international scale.