PRECISION WEALTH - Key Persons
Alan Bender is an experienced and knowledgeable financial advisor, ready to work with you to help you and your family's financial future. Helping both individuals and businesses with professional guidance has been Alan's passion since the beginning of his career in financial planning. Understanding that each individual's circumstances in life are different has shown Alan the value of taking a custom-tailored approach to each client's financial plan.
Although individual and family planning is an important core part of Alan's practice, Alan also works very closely with businesses and high-net worth individuals. Coming from a background of business owners like his grandfather and father, facilitating advanced planning models that appropriately fit the complex needs of running a business or managing high-net worth accounts comes very naturally to Alan.
"The most rewarding day of my career was not getting a license or closing a big deal, but it was the day that I was able to tell my father that he could retire earlier than he had planned. To be able to give that back to him after he gave me his trust, which took a while, was the most fulfilling experience."
After graduating Cal State University, Fullerton with a Bachelor's Degree in Business Alan began his career in financial advisement with Royal Alliance Associates in Orange, CA. After working with Royal Alliance and practicing his skills in comprehensive individual/ family planning Alan became interested in an advanced comprehensive approach to financial planning while maintaining an independent model. Alan sought a firm that would better suit his need to grow these skills and eventually found a home with Precision Wealth.
Alan became affiliated with Precision Wealth in June of 2004. Over the past 15 years, he has worked with more than 200 clients to help them choose, implement, and manage investment plans. As a financial advisor, Alan‘s main goal is to help you make well-informed decisions on what types of investments are right for you. He also emphasizes the need to adjust investment plans as your goals and needs change. Alan is passionate about his profession, he will always listen to your concerns, share all information about potential investments, including benefits, risks, and tax issues, and treat your financial goals with the same care and interest that he devotes to his own. He will always help his clients achieve excellence in their lives.
Alan has quickly asserted himself at Precision Wealth and was promoted 3 times within his first 2 years and is now a Senior Associate. This is the highest level of achievement at our firm. Alan continues to receive numerous awards including an award given by Precision Wealth which named him Top Producer of the firm as well as an award for Advanced Achievement. Alan looks forward to being your advisor and professional resource as you build your portfolio of investments.
Alan has achieved the following licenses:
Job Titles:
- Wealth Management Director - Inland Empire
Job Titles:
- Executive Director of Operations
Job Titles:
- Teacher
- Trainer for Both His Clients
Dennis J. Cunningham II is a teacher-at-heart, and for over 20 years Dennis has been a trainer for both his Clients & other Financial & Insurance Professionals. Known for his wealth of Financial Planning & Business Planning experience, Dennis enjoys creating financial plans through combining tax, investment, income, estate and insurance planning into a comprehensive financial plan.
Prior to joining Precision Wealth in 2001, Mrs. Eui J. Lim was preparing for Law school while teaching as a private tutor for grade school students. When the opportunity to join the insurance industry knocked, she took the challenge and began her journey as an independent insurance professional. Her decision to change her career path from pursuing a legal profession to insurance planning was mainly to help individuals, families and business to achieve their life goals effectively.
She is a fervent advocate of building relationships that will last life time and to leave a legacy in her practice. "I truly enjoy working with our clients as a team, not only to witness the plans come to fruition, but to cherish the entire journey together." She always listens to your concerns, assesses the current situation, shares information about potential insurance options, including benefits, risks, and tax implementations. She gives the same care, focus, and interest as she would with her own. Over the past 16 years, she has worked with many clients to help them select and manage insurance plans.
With over 20 years of experience in Family & Business Financial planning, and as a go-to resource for other financial & insurance professionals throughout Southern California, Micah has built success for clients and other advisors by combining experienced financial planning with meaningful relationships.
Job Titles:
- Wealth Management Director, Los Alamitos
Job Titles:
- Client Support Specialist
Job Titles:
- Independent Financial Advisor for 10 Years Starting With FCB
- Wealth Management Consultant - Cerritos
Wesley Salao has been an independent financial advisor for 10+ years starting with FCB financial in 2005. He focuses on holistic financial planning concepts to help families build goal-based strategies. Wesley currently has his series 6 and 63 and Accredited Investment Fiduciary (AIF®) designation.