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Michael C

CFP®, Series 66

Torrance, CA

Apollon Wealth Management, LLC

Michael Chung is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Apollon Wealth Management, LLC. He has previously worked at RBC Capital Markets for 10 years and Purshe Kaplan Sterling Investments for 2 years. Apollon Wealth Management is an SEC-registered multi-team advisory firm that serves a diverse client base including individuals, high-net-worth clients, family offices, trusts, businesses, charitable organizations, and retirement plans. The firm combines centrally managed model strategies with locally managed portfolios and offers a range of investment solutions including ESG models, Direct Indexing, and sub-advisory services for private funds and insurance clients.

ESG / Sustainable investing Tax-loss harvesting Private / alternative investments Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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