FREEDOM PATH FINANCIAL - Key Persons


Lilah Chang

Job Titles:
  • the Right Investment

Mike Jones

Job Titles:
  • FINANCIAL ADVISOR

Simon Zheng - CEO

Job Titles:
  • MANAGING PARTNER

Yasir Zia - President

Job Titles:
  • President
  • Expert Guidance for Achieving Financial Freedom and Security
Elevating your financial success: Advanced Planning Services for Affluent Physicians and Business Owners. Our expertise includes Wealth Enhancements, Estate Planning, Insurance Strategies, Asset-protection planning, Charitable giving, College Funding Strategies, Business Succession Planning, Risk Management Strategies, Financial Education, and Retirement Income Planning. We are dedicated to providing tailored solutions for protecting your lifestyle and achieving your financial goals. Securing your financial future: Comprehensive solutions for protecting your lifestyle and achieving your goals. Our services include Life and Disability Insurance, Estate Planning, Tax Planning, Retirement Planning, Annuities, Charitable Giving, Executive Benefits and more. Trust us to provide the expert guidance you need. With over 15 years of experience in the financial services industry, my career began in the pharmaceutical industry where I quickly rose to the position of Sales Manager, enjoying success for a few years. However, everything changed in June 2005 when my father had a sudden brain hemorrhage. He was hospitalized for a month before passing away at the age of 44 years old. This tragic event in my personal life led me to reevaluate my priorities and led me to the financial services industry. I wanted to make a direct impact on people's lives and help them achieve financial security and peace of mind. I take a personal approach to work with my clients, understanding their unique circumstances, goals, and objectives. My mission is to empower my clients to achieve financial freedom and I am committed to serving them with the highest level of professionalism and integrity. With my personal experience, I understand the importance of financial planning and I am here to guide my clients through the process to reach their financial goals. As the President of our esteemed organization, Yasir brings a wealth of knowledge, experience, and a relentless commitment to empowering individuals and families on their journey towards financial independence.