Stan Choo
Director of Financial Planning at Perennial Financial Services
- Role
- Director - Financial Planning at Perennial Financial Services
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
About Stan Choo
Stan began his career in the financial services industry in 2006. He has always had a passion to help his clients in all aspects of financial planning, Stan believes the key to financial success is not all the right decisions you make but avoiding the catastrophes. His objective is to understand each client’s unique goals and situations and to make the most appropriate decisions possible on an ongoing basis. He specializes in the following areas:Retirement income planning Investment managementCompany stock and options Insurance planning Business retirement plansStan graduated from UCLA with a B.A. in Business-Economics. He is also a CFP® CERTIFIED FINANCIAL PLANNER™ practitioner as well as a Chartered Retirement Planning CounselorSM (CRPC®).Stan was born and raised in West Los Angeles and currently resides in Mar Vista. His greatest passion is to be around the family and friends he loves so dearly.On his free time, his interests include rooting for the Lakers and Rams, camping, fishing, golf, soccer, and hiking.California Insurance License #0F33611
Experience
Director - Financial Planning
Mar 2019 — Present · Los Angeles, CA, US
Stan Choo is a registered representative with and securities offered through LPL Financial. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See contact info’ section above. Investment Advice offered through Perennial Investment Advisors, a registered investment advisor. Perennial Investment Advisors and Perennial Financial Services are separate entities from LPL Financial.California Insurance License #0F33611Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.For a list of the states in which I am registered to do business, please visit
Education
UCLA
BA
2002 — 2006
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