Helen Lin is a Series 66-licensed advisor with Southern California Wealth Management Associates, bringing 22 years of industry experience. She previously worked at Western International Securities, Inc. and Financial West Group. Lin is also involved as a registered representative with Emerson Equity LLC and conducts fixed life insurance and annuity sales as a sole proprietor. Southern California Wealth Management Associates serves individual and high-net-worth clients with ongoing portfolio management and customized Investment Policy Statements. The firm employs various analytical methods and both long- and short-term trading strategies across a diverse range of investment products.

Scott Ozer is a financial advisor with Southern California Wealth Management Associates and holds a Series 63 designation. He has 44 years of industry experience, including prior roles at Emerson Equity LLC, Sandlapper Securities, Sandlapper Wealth Management, Financial West Group, and Citigroup Global Markets. Southern California Wealth Management Associates serves individual and high-net-worth clients with ongoing portfolio management and client-specific Investment Policy Statements. The firm uses various analytical methods and a mix of long-term and short-term strategies across mutual funds, ETFs, fixed income, real estate funds, private placements, and insurance products.

Terry Tang is a financial advisor at Southern California Wealth Management Associates with 31 years of industry experience. He holds a Series 63 designation and has worked at firms including Emerson Equity LLC and Western International Securities. Outside of his advisory role, Tang serves as president of a nonprofit organization focused on fundraising for medical and dental mission trips. Southern California Wealth Management Associates serves individual and high-net-worth clients by providing ongoing portfolio management and client-specific investment policy statements. The firm employs various analytical methods and trading strategies, managing approximately $34 million across 115 client accounts.