12881 Knott Street, Suite 103 Garden Grove, CA 92841
Julian Son Le brings more than twenty-nine (29) years of experience helping his clients obtain real estate financing, increase income, and lower taxes while in pursuit of their financial goals. A Wealth Advisor and Enrolled Agent (EA), Mr. Le uses his comprehensive knowledge to assist his clients to avoid common and sometimes unfortunate financial oversights. Among his areas of concentration, Julian specializes in wealth management, financial coaching, and proactive tax planning. His focus is mainly on offering proactive tax planning and empowering financial strategies as they relate to the need of his clients and how they can assist both individuals and business owners to legally reducing their tax liabilities in pursuit of their financial goals.
Julian is a graduate of California State University, Pomona. He is licensed as an Enrolled Agent (EA), licensed in securities (Series 65), licensed real estate Broker, and licensed insurance Broker. He is an active member of the National Association of Realtors (NAR), Orange County Association of Realtors (OCAR), and National Association of Tax Professionals (NATP).