As a member of the Chau Q Lai Financial Advisory team, Alisa Le has helped nearly 300 professionals:
- Create individual Life Visions
- Take an active role in developing strategies to attain those visions
- Learn fundamental financial literacy, with an emphasis on disciplined saving
- Develop an understanding of financial vehicles that offer opportunities for growth
- Organize and give structure to their financial affairs
- Understand how they can integrate philanthropy into their planning, if desired
- Protect income and assets as they progress through their early business lives
Since 2007, she has served as the Disability Income Specialist for the University of California Los Angeles (UCLA) School of Dentistry where she teaches all graduating dental students to begin their careers by protecting their greatest asset—the ability to produce an income.
She advises and provides workshops for UCLA dental and University of California San Diego (UCSD) medical residents during their transitions from residency into practice, helping them to:
- Manage debt
- Make important decisions regarding income protection and cash management
- Begin a disciplined savings plan
- Prepare for goals such as home and business ownership
Education: BA, Business Economics, University of California, Los Angeles (2006)
Designations: CERTIFIED FINANCIAL PLANNER™
2007—2011 Disability Income Specialist, UC Los Angeles School of Dentistry
2007— Financial Workshop Leader, UC Los Angeles dental and UC San Diego medical residents
2007— Pacific Advisors
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian. CA Insurance License #0E92490.