Paving Roads Financial Strategies | Brea, CA

Helping you pave the
road to financial success

Since 1993

Planting Roots for Generations

Establishing roots is about more than living somewhere and finding a job—it’s about creating a successful life for yourself and your family that will last for generations. To do that, you need to understand the tools and resources available to you and create a plan that leverages them for your success. But understanding your financial picture can be confusing, and you also don’t want to miss out on opportunities to succeed.

At Paving Roads, we’re committed to helping you pave the road to success, whatever that looks like for you. Whether you have a question about insurance or need help preparing for retirement, we're here to find the answers and partner with you along the way. We’ll always be honest about what you need or don’t need, and we’ll leverage our passion for creative problem-solving to help you get the most out of your planning process. We understand the impact your hard work and decisions have on your future, which is why we’re here to help you pave the road not only for your own success, but for generations to come.

Our History

The seed for Paving Roads was planted almost forty years ago when our founder, Daniel’s, God Mother began her journey with New York Life. A decade later his father joined as well, so Daniel was destined from a young age to join them in helping people pave their paths to financial success.

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Meet Our Team

Daniel Chang

Cathy Tsai, MBA

Tiffany Yen

Holistic Process

One thing our clients appreciate about working with us is that we don’t believe in cookie-cutter services or a one-size-fits-all approach. Instead, we follow a meticulous process designed to help get to know each client’s situation, goals, and level of risk tolerance so that we can make appropriate recommendations to meet their needs. Everyone is different and we may amend our approach to suit a specific client, but in general, we utilize the following process to help those we’re privileged to serve.

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6 Step Process Graphic

Expertise

Resources