Business Details
20 Years
experience
Your Trusted Wealth Management Partner in Irvine
At Liang & Quinley, we empower individuals and businesses to achieve financial prosperity through personalized wealth management and tax planning. Founded in 2006 by Michael Liang and Christopher Quinley, our firm combines two dedicated teamsWealth Management and Tax Managementwhose synergy identifies opportunities to enhance clients' financial well-being. With decades of combined experience, our professionals specialize in tailored strategies for immigrants, small business owners, retirees, and high-net-worth individuals.We prioritize integrity, trust, and education, holding prestigious certifications like CFP, CPA, and CIMA. Our mission is to foster long-term relationships by aligning strategies with clients' unique goals, ensuring proactive advice amid an ever-evolving financial landscape.
Services
Wealth Management
Tax Planning
Retirement Planning
Investment Management
Business Tax Services
Details
- Year established: 2006
Highlights and features
- We combine wealth and tax expertise for holistic financial strategies.
- Founders with 20+ years of industry experience and prestigious certifications.
- Award-winning team recognized by InvestmentNews and Forbes.
- Personalized service tailored to immigrants, small businesses, and retirees.
- Proactive tax planning to minimize liabilities and maximize wealth growth.
Associations and certifications
- CFP Board of Standards
- NASBA
- IMCA
- NAEA
Services
Wealth Management
We develop personalized investment strategies aligned with clients' financial goals and risk tolerance. Our services include portfolio management, retirement planning, and small business strategies. With expertise in asset allocation and market trends, we aim to preserve and grow wealth across economic cycles. Our fee structure scales with assets under management, ensuring transparency and alignment with client success.
Tax Planning
Our tax professionals minimize liabilities while maximizing wealth through strategic compliance and planning. Services include individual and business tax returns, year-end planning, and IRS representation. With CPAs and Enrolled Agents on staff, we navigate complex tax codes for real estate investors, small businesses, and high-net-worth clients. Strategies adapt to evolving regulations, ensuring long-term financial efficiency.
Retirement Planning
We design tailored retirement plans considering clients' unique timelines, income sources, and lifestyle goals. Services cover 401(k) management, pension optimization, and tax-efficient withdrawal strategies. Our team addresses Social Security maximization and healthcare costs, ensuring financial security in post-career years. Regular reviews adjust for market changes and personal circumstances.
Business Tax Services
We support businesses with entity selection, quarterly filings, and tax credit optimization. Our CPAs specialize in real estate, retail, and professional services industries, offering year-round planning to reduce liabilities. Services include payroll tax compliance, mergers and acquisitions tax analysis, and audit defense. We integrate tax strategies with broader financial objectives for sustainable growth.
Investment Management
Our team constructs diversified portfolios aligned with clients' risk profiles and long-term objectives. Using LPL Financial's resources, we offer access to mutual funds, ETFs, and alternative investments. Regular performance reviews ensure alignment with market conditions and client goals. We emphasize cost-effective solutions and transparent reporting for informed decision-making.
People
Michael Liang
Co-Founder
CFP professional with 18 years of experience, specializing in immigrant and small business financial strategies. Holds Series 7, 66 licenses, and a UCSD Management Science degree. Recognized by InvestmentNews 40 Under 40 in 2016.
Christopher Quinley
Co-Founder
CFP and CIMA with expertise in investment management and retirement planning. Holds Series 7, 66 licenses, and a Master's in Business Administration from SDSU. Joined industry in 2006 after six years at Ameriprise.
Nicola Bruno
Tax Director
CPA and attorney with 40+ years of tax consulting experience. Specializes in real estate and emerging businesses. Former lecturer at tax seminars and member of AICPA and California State Bar.
Sharmina Ali
Tax Manager
CPA with expertise in tax compliance and IRS representation. Holds a Finance degree from San Jose State University. Joined Liang & Quinley Tax Management in 2025 after prior accounting roles.
Tammy Monsanto
HR Director
FPQP professional managing human resources since 2012. Holds a Management/Human Resources degree from Loyola Marymount University. Oversees team operations and client service initiatives.
Questions
What services does Liang & Quinley offer?
We provide wealth management, tax planning, retirement strategies, investment management, and business tax services tailored to individual and corporate clients.
How do you personalize financial strategies?
Our teams analyze clients' goals, risk tolerance, and financial situations to create customized plans updated regularly for life changes.
What credentials do your advisors hold?
Our team includes CFPs, CPAs, CIMA, CPWA, and Enrolled Agents with decades of combined industry experience.
How are wealth management fees structured?
Fees range from 0.60% to 1.00% annually based on assets under management, with transparent pricing tiers.
Do you serve specific client niches?
We specialize in working with immigrants, small business owners, retirees, and high-net-worth individuals across multiple industries.
