DSG
DSG Experienced Team

DSG Experienced Team

DSG FAMILY OF COMPANIES

Complete Solution for Your Wealth Protection & Succession

DSG Insurance Services
  • Business, Real Estate, Personal Insurance
  • Quote with All Major Insurance Companies
DSG Family Legacy Insurance Solutions
  • Advanced Life Insurance Designs
  • Access to Exclusive Life Insurance Pricing
DSG Wealth & Trust Law
  • Attorney-Client Confidentiality Privilege
  • Trust, Estate Tax, and Gift Tax Planning
  • Avoid Family Wealth Litigation
DSG Wealth & Harmony Family Office
  • Trustee and Corporate Registered Agent Services
  • Consolidate and Track Financial Assets
  • Coordinate with and between Family Members and Professional Advisors
  • Supervise the Implementation of Investment and Tax Plans

DSG INSURANCE PRODUCERS

Tony Yu, President

Tony Yu, President

ESQ, CPA, CPCU, CFP®, ACI, CLU, ChFC, PFS, CFS, AEP®, TEP

CA Insurance License #0C31182

Nicole Hsueh, Senior Account Executive

Nicole Hsueh, Senior Account Executive

CLCS, CLIC, TRS

CA Insurance License #0K89074

Andy Hone, Account Executive

Andy Hone, Account Executive

AIF

CA Insurance License #0C59224

DSG FAMILY OFFICE ADVISORS

Sandra Jou, Partner

Sandra Jou, Partner

CPA, CAA

Judy Zhu, Partner

Judy Zhu, Partner

Ph.D.

Han Hsieh, Partner

Han Hsieh, Partner

CPA (US & TW), CFP, PMP

Carrie Peng, Partner

Carrie Peng, Partner

CPA

DSG MANAGEMENT

Sharlene Chen, Senior Vice President

Sharlene Chen, Senior Vice President

CLCS

CA Insurance License #0H56546

Angel Kong, Associate Vice President

Angel Kong, Associate Vice President

CPCU, CLCS

CA Insurance License #0H54452

Kay Leung, Senior Director

Kay Leung, Senior Director

CLCS

CA Insurance License #0M90814

DSG TEAM

DSG Team